The Basics

Crystal Field Updated by Crystal Field

Are you new to virtual receptionist services? Here is a breakdown of our process and the capabilities that offers.

Click here to learn more about our 14-day money-back guarantee.’s Starter, Basic, and Pro Plans

Coming from the Express Setup

If you've just finished the Express Setup, welcome! Your account is being set up by our team. You can expect to hear from us within six business hours indicating that it's ready to go. Our team is now processing your instructions and setting up your account.

When your account is ready, we will perform a test call to make sure everything is working properly. That will generate a call summary, which will go to your phone or email (whichever you specified).

When you receive the summary, you can start using the phone number we provided you for your business' incoming calls, or forward your existing phone number(s) to it.

Please do not start forwarding your calls to us until you receive the email or text summary with the successful test notification.

New to using virtual receptionists? Here's what we do...

Note: these services are offered for all Starter, Basic, and Pro plans.

We do real work for you, saving you hours each day, keeping your clients happy, and helping your business succeed. Here's how:

  1. We answer your calls 24/7
  2. Based on the criteria and decision-making guidance you give us, we can:
    1. Take messages
    2. Schedule appointments*
    3. Transfer calls to you (or another person/department)
    4. Qualify new leads based on your custom criteria
    5. Intake new clients
    6. Provide basic business information to callers
    7. Refer the caller to someone else 
    8. Reject or block the caller (e.g., Yelp or other salespeople)
    9. Take payment or deposit for your services*
  3. We then take the actions required for the call, and send you a summary of what we did shortly thereafter
  4. We look forward to your feedback to let us know if we've made the right decisions, and we will continue to refine our process based on your directions

Features and Capabilities of our Starter, Basic, & Pro Plans

Warm & cold transfers

Appointment scheduling*

Client intake*

Accepting payments*

Text & email follow-ups*

Call notifications via SMS & call summaries via email

Set availability via SMS

Voicemail services

CRM integrations*

Outbound calls

Spam blocking & rejection

Direct transfer & block lists

Follow-up messages*

Call recording and transcription*

Dedicated Spanish line*

*Some add-ons incur additional charges. Please see our pricing page for details.

Forwarding your calls to your virtual receptionists

For help with forwarding on any plan, please see our documentation on forwarding.

When you start forwarding, please make sure your caller ID is enabled for your carrier. Our system needs it for handling your calls effectively.

The Essential plan is no longer available. Explore our Virtual Receptionist and Outreach Campaign plans.

Questions? Contact us!

If you're already a client and need help, please email us at or call us at (650) 727-6484 for assistance.

If you're not yet a client, please schedule a free consultation to get started with our virtual receptionist services or email us at We'll help you select the best plan to match your business’s growth goals and budget.

How did we do?

Terms and Definitions

Why Does Porting a Phone Number Take So Long?