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Case study Small Business / Service Industry

AI Front Desk Assistant

Every missed call is a missed sale. We built an AI voice assistant that picks up every call, has a real conversation with the lead, books them straight into the calendar, and notifies the business — automatically.

Retell AIClickUpMake
Visit live system Client: MHR
Retell AI
Incoming call · 9:47 PM
Office closed · AI picking up
24/7
Hi, thanks for calling! How can I help?
I need a quote. Could someone come by Thursday?
Checking the calendar · Thu
10:0012:302:004:30
Booked Thu 2:00 PM SMS sent to lead Logged in ClickUp
0
Missed calls go unanswered
24/7
Always-on front desk
Instant
SMS + email after every booking
100%
Leads logged in ClickUp CRM
01The story
1 The problem

The client was missing calls while on the job, at lunch, or after hours. Those missed calls were going to voicemail — and most callers never called back. Leads were disappearing silently, and there was no way to track how many were being lost.

2 What we built

We built an AI front desk that never sleeps. It picks up every call, introduces itself, and has a natural two-way conversation with the lead. If they're ready to book, it checks the client's calendar in real time and locks in the appointment. The lead gets a confirmation SMS. The client gets an email summary with the lead's name, what they need, and the booked time slot. Everything syncs to ClickUp so nothing ever falls through the cracks.

3 What changed

The client stopped losing leads to missed calls entirely. Bookings started coming in overnight, on weekends, and during busy periods — times when they would have gone to voicemail before. The ClickUp CRM gives a live view of every lead and booking, so the client always knows what's coming.

02How it works

What the system does all day.

1
Answers Every Call
2
Books Meetings
3
SMS Confirmation
4
ClickUp CRM
03What we delivered
Services
  • Voice AI
  • Calendar Automation
  • CRM Integration
  • SMS & Email Workflows
Stack
Retell AIClickUpMake
Voice AIAutomationLead CaptureBookingCRM

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