A black telephone, a blank order pad and a pencil on a cafe counter after closing, a pendant lamp lit above, stools in shadow

Reception guide

What an AI receptionist should never say

Reviewed

Answer in short

An AI receptionist should never pretend to be a person, guess at facts it does not have, give advice it is not qualified to give, or promise anything you have not approved. Write those limits into its rules before it goes live, and decide what it says instead: that it does not know, and that it will take a message and pass it on.

In this guide
  1. Ten things it should never say or do
  2. What it should say instead
  3. Why the pull to say more is the risk
  4. A few sample lines
  5. How to turn the list into rules
  6. How to test the rules
  7. Where to go next

On the phone there is no edit button. Whatever your receptionist says is heard, remembered and sometimes repeated back to you later. A human receptionist learns what to avoid over months. An AI receptionist needs those limits written down before the first call.

This is a practical list of what a business phone agent should not say, and how to turn it into rules you can test.

Ten things it should never say or do

  1. Claim to be human. Callers should know who they are talking to. Ours says it is an AI, and any receptionist you use should too. Instead: “I’m an AI receptionist for this business.”
  2. Guess. If the answer is not in the information it has been given, it should not fill the gap. Instead: “I don’t have that, but I can take your details and pass your question on.”
  3. Give medical, legal or financial advice. It is not qualified, and neither is a script. Instead: say the question needs a qualified person and offer to take a message.
  4. Quote a price that has not been approved. If prices depend on the job, it should say so and offer a call or a quote request rather than invent a number.
  5. Promise a callback time you cannot keep. “Within the hour” is a promise. Only state a time your team will actually meet.
  6. Promise an outcome. No “we can definitely fix that” or “that will be covered” before anyone qualified has looked.
  7. Treat an emergency as an ordinary call. Decide in advance what it says, such as telling the caller to hang up and call 911 if someone is in danger.
  8. Ask for more personal information than the task needs. A name and a number to call back is usually enough. It should not ask for card numbers or health details.
  9. Discuss other callers or clients. Not who has booked, not what anyone said earlier.
  10. Argue, improvise or agree to changes. Refunds, contract changes, complaints and cancellations belong to a person. Instead: acknowledge the caller and take a clear message.

A good receptionist knows what it is not allowed to answer.

What it should say instead

Almost every item above has the same safe exit: say what it can do, say what it cannot, take the details, and say what happens next. The wording matters less than the habit. A caller who hears a clear “I can’t help with that, but I can make sure the right person gets your message” leaves with a plan. A caller who hears a confident wrong answer leaves with a problem.

Why the pull to say more is the risk

It is tempting to make a receptionist sound as helpful as possible, and to let it answer anything. That is where mistakes begin. A caller does not experience “the AI said it”. They experience “the business told me”. A wrong opening hour, a made-up price or an invented promise becomes your problem the moment it is spoken, and you may not hear about it until the caller arrives or complains.

A narrower receptionist that is right every time is worth more than a broad one that is right most of the time.

Risk Free reception

Every call answered, day and night.

$397/mo after a $597 set-up

Hear it answer a call

A few sample lines

Wording does not need to be clever. It needs to be calm, short and honest. Examples you can adapt:

  • Not sure: “I don’t have that information. May I take your name and number so someone can get back to you?”
  • Price depends: “It depends on the job. I can book a time for a quote, or take a message.”
  • Advice requested: “I can’t advise on that, but I can pass your question to someone who can.”
  • Upset caller: “I’m sorry about that. I’ll make sure the right person hears exactly what you’ve told me.”

How to turn the list into rules

Start from your real calls, not a template. List the ten questions callers ask most. For each one, decide which of four things should happen:

  1. It answers directly, using wording you have approved.
  2. It books an appointment.
  3. It takes a message and passes it on.
  4. It does none of these, and says so.

Then write the exact wording for the sensitive ones: pricing, emergencies, complaints and anything about people’s health or money. With Risk Free, what the receptionist answers, books and passes on is agreed with you before it goes live. If you set up any other service, ask the same question of the vendor and get the answer in writing.

How to test the rules

Before it takes real calls, ring it yourself and be difficult. Ask whether it is a person. Ask for a price on something unusual. Ask for medical or legal advice. Get annoyed. Ask it to cancel something. Give it a date it cannot book. Write down every answer that makes you wince and fix the rule behind it.

Once it is live, read what it said on the first calls rather than assuming. Early transcripts show what callers really ask, which is usually not what you predicted.

When this is not the right tool

If most of your calls are people in distress, or the calls depend on judgement a script cannot hold, a person is the better choice. If you handle health information or serve callers in Quebec, there are extra privacy duties. Check with a lawyer before you use any AI receptionist, ours included. This guide is general information, not legal advice.

Where to go next

If you are still choosing between options, read AI receptionist vs answering service vs hiring. To hear how ours handles a call, try the live demo. It is a demonstration agent, not a client’s line, and it tells you it is an AI.

Keep reading

Reception

Hear a call answered, live.

Try the live demo on the reception page, or tell us about your phones and we will set it up with you.