Ometz AI

ALWAYS ON

Your AI front-office assistant. Available 24/7.

Think of the Inbound AI Phone Agent as a highly capable office assistant dedicated to answering your phones. When your front office misses a call — after hours, during lunch, or at peak volume — the agent picks up immediately and handles the conversation professionally.

AI Front-Office Assistant

The outcome

What changes when the engine is on.

Never miss a call

Every inbound call is answered — day or night, weekday or weekend.

After-hours booking

Customers reschedule or book new appointments outside office hours.

Faster responses

Callers get answers immediately — no callbacks, no waiting.

Consistent experience

Every caller receives the same professional, personalized response.

What it handles

The agent takes action — not just messages.

Book or reschedule appointments

Connects directly to your calendar — GHL, Calendly, Google, or Microsoft.

Transfer calls to your team

Warm or cold transfer based on caller intent, department, or time of day.

Take detailed messages

Structured notes delivered to your team instantly via SMS, email, or CRM.

Answer common questions

Hours, location, services, pricing, directions — handled without staff involvement.

Send follow-up emails

Emails assets, brochures, or next-step information to the caller on the spot.

Look up customer records

Identifies returning callers and personalizes the response accordingly.

Log calls to your CRM

Every interaction recorded — contact created, outcome logged, workflow triggered.

Escalate when needed

Knows when to hand off to a human and does so smoothly, with full context.

How it works

From discovery to live agent in 1-2 weeks.

A structured process that gets your agent live fast — complexity never delays your go-live date.

Week 1

Discovery & Playbook Creation

We audit your inbound call flows, map every scenario the agent will handle, and write the full conversation scripts — including escalation rules, persona, and tone. You review and approve before we build anything.

Call flow mappingScript writingPersona & toneEscalation rules
Week 2

Agent Setup & Launch

We build and configure the agent, assign your phone number, connect your calendar (GHL, Calendly, Google, or Microsoft), and run full QA with test calls before going live.

Agent build & voice configCalendar integrationCall transfer setupQA & go-live
Weeks 3 & 4

Monitor, Optimize & Layer In

With the agent live and answering calls, we review recordings, refine scripts, and tune edge cases. Complex integrations begin their build sprint in parallel during this phase.

Call recording reviewScript refinementDrop-off analysisPerformance report
Ongoing

Expand Use Cases Iteratively

New workflows, CRM connectivity, and advanced capabilities are layered in continuously — your agent grows more capable over time without disrupting live operations.

CRM lookup & write-backCustom calendar integrationsNew use cases

Engagement options

Two ways to engage.

Both include full setup, QA, and the first 30-day optimization cycle.

Standard Launch

Live in 2 weeks

Best for most businesses. Covers the core capabilities that capture the majority of inbound value.

  • Discovery & playbook creation
  • Agent build, voice config & QA
  • Booking — GHL, Calendly, Google, Microsoft
  • Call transfer & message capture
  • Weeks 3–4 monitoring & optimization
  • Complex integrations from week 3
FULL INTEGRATION
Advanced Build

Full integration

For businesses where CRM connectivity, custom calendars, or in-call actions are critical from day one.

  • Everything in Standard Launch
  • CRM data lookup & write-back
  • Custom or non-standard calendar integration
  • In-call actions — send emails, assets, info
  • Multi-branch conversation logic
  • Complex build sprint starts week 1

The market problem, in published numbers

62%

of phone calls to small businesses go unanswered

411 Locals call study (2018)

~85%

of callers who reach voicemail or no answer do not call back — they call a competitor

Industry telephony analyses (widely replicated finding) (2020)

Figures are third-party market benchmarks from the cited sources, not Ometz AI client results. We share them so you can size the problem before we ever talk.

Industry playbooks

Front-Office AI, tuned to your industry.

HVAC · Plumbing · Electrical · Roofing

Home Services

A 24/7 AI dispatcher that answers every call, books the job, and pages your on-call tech for true emergencies.

View playbook

Private Practices · Group Practices · DSOs

Dental Practices & DSOs

An AI receptionist that answers every patient call, books into your PMS-connected calendar, and never calls in sick.

View playbook

Personal Injury · Immigration · Family · Estate

Law Firms

24/7 AI intake that qualifies the matter, books the consultation, and escalates urgent cases immediately.

View playbook

Med Spas · Aesthetic Clinics · Wellness

Med Spas & Aesthetics

An AI concierge that answers every inquiry, books consults, and fills cancellations — 24/7, in your brand's voice.

View playbook

Home Health · Home Care · Senior Living

Home Health & Senior Care

Compassionate, 24/7 intake that answers every family's call and escalates urgent needs to your on-call staff.

View playbook

MSPs · Logistics · Staffing · Commercial Services

B2B Services

A professional voice on every line — service desk overflow, sales lines, and after-hours coverage.

View playbook

General Practice · Animal Hospitals · Specialty

Veterinary Clinics

An AI receptionist that answers every owner's call, triages urgency against your protocols, and books into your PIMS-connected calendar.

View playbook

Residential PM · HOAs · Commercial · STR

Property Management

One AI front office for both lines: leasing inquiries answered and toured in minutes, maintenance calls triaged 24/7 against your emergency matrix.

View playbook

Independent P&C · Life & Health · Commercial · MGAs

Insurance Agencies

A 24/7 AI service line that handles routine requests — COIs, ID cards, billing, basic policy questions — and routes the rest with full context.

View playbook

CPA Firms · Bookkeeping & CAS · Tax · Advisory

Accounting & Advisory Firms

A front line for busy season: client calls answered, status questions resolved, and new-client inquiries booked — without breaking your team's focus.

View playbook

Front-Office AI FAQ

It answers inbound calls 24/7, qualifies leads based on your criteria, books appointments directly into your calendar, answers common questions, and seamlessly hands off to your team when a human touch is needed. You never miss a call again.

Next step

Ready to get started?

Run the diagnostic, or go straight to a working session with a partner — we'll walk your current operation and show you exactly what the engine would do for your business. No obligation.