AI receptionist and request handling for small businesses
Follow the Request-to-Record Loop, the proof required for a completed booking, and the cases that return to a person.
Launch AI staff that work inside the software your business already uses — qualifying leads, booking appointments, following up, keeping documents and records in order — around the clock, without payroll, sick days, or ramp-up time.
Each agent is configured on your scripts, your services, and your calendar — then plugged into the channels and tools your business already uses.
Answers requests the moment they arrive — email, chat, or messaging — books the appointment, and logs everything in your CRM. Slow replies stop being lost revenue.
Qualifies inbound leads as they arrive and follows up consistently so promising conversations do not go cold.
Handles repetitive questions instantly and hands anything outside its scope to your team with full context.
Books, reschedules, and sends reminders that help reduce no-shows.
We connect your AI employees to your existing tools — they read, update, and act in the same apps your team uses every day. If it has an API or an MCP, we can plug into it.
Google Drive
Gmail
Google Calendar
Google Sheets
Microsoft 365
Outlook
Slack
WhatsApp
Notion
Monday
GoHighLevel
HubSpot
QuickBooks
Stripe
LinkedIn
+ anything with an API or MCP
Files organized in Drive, invoices tracked in QuickBooks, leads updated in your CRM, reports posted in Slack — same tools your team already knows, one new employee working inside them.
A 30-minute call to map your requests, leads, and booking flow. We define exactly what the agent owns and where humans take over.
We configure the agent on your scripts, pricing, and tone — then stress-test it against your hardest real-world scenarios.
Your agent goes live inside your tools and on your site. You watch every task from one dashboard and refine as it learns.
Your demo follows a real scenario you choose, so you can evaluate the experience, the handoff, and the record your team receives before anything goes live.
Bring a real scenario — a lead to follow up, a booking to schedule, a document to file. Watch the agent do the work in the actual tools, using approved business information.
You choose the scenarioTest an edge case. See the agent pause, flag it to your team, or ask for approval according to the escalation rules your team approves.
You define the handoff rulesReview the full record, captured details, next action, and handoff context your team receives after every task.
You see what your team will seeAn AI employee is a trained agent built for one clear business role, such as admin assistance, lead qualification, support, or scheduling. It follows your approved scripts and handoff rules, works inside your connected software, and escalates anything outside its scope to your team.
Through a command center we set up for your team — we recommend Slack. You talk to your agents like teammates: assign work, review conversations, approve sensitive actions, and get a daily summary of tasks, bookings, and leads. No new software to learn.
Almost anything your business already runs on: Google Workspace (Drive, Gmail, Calendar, Sheets), Microsoft 365, Slack, WhatsApp, Notion, Monday, CRMs like GoHighLevel or HubSpot, accounting like QuickBooks, Stripe, LinkedIn — and beyond that, any software with an API or MCP can be wired in. If your team works in it, your AI employee can work in it too.
Your agent is trained on your scripts, your services, and your tone. We're transparent where the law requires it, and the live demo lets you see the exact customer experience before anything launches.
It hands off to a human — gracefully. The agent pauses the task, flags it to your team, and passes along the full context so the customer never repeats themselves. You define the escalation rules during the blueprint call.
Typically under a week for a single-role assistant. Multi-agent setups (sales + support + operations) take two to three. Every agent is stress-tested on your hardest real scenarios before it ever touches real work.
Both options exist. Most clients start on our managed service. Businesses that want to own their entire AI infrastructure — private server, agents, data, everything in their name — graduate to our infrastructure offer at motaai.cloud.
This commercial use case documents intake, clarification, booking or routing, the resulting record, and human-handoff boundaries without assuming an unverified phone stack.
Follow the Request-to-Record Loop, the proof required for a completed booking, and the cases that return to a person.
Use the Slot-to-Receipt Gate to qualify requests, offer real availability, confirm the booking, keep a record, and transfer exceptions.
Request a live demo built around one of your real workflows — leads, bookings, documents, or follow-ups.
Choose a time that works for you — the calendar opens in a new tab. We'll use the call to choose the real workflow you want to see in the demo.
Want private AI infrastructure your business owns? Explore MotaAI Cloud →