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AI Receptionist

Somebody answers. Every time.

A missed call is a lead that calls the next company on the list. SolarProjeX's AI receptionist answers your main line, checks your real business hours and routing rules, transfers the right call to the right person, and takes a clear message when nobody's available — every call recorded, transcribed, and filed.

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Your office hours shouldn't be the only hours you answer the phone.

The receptionist answers as a virtual assistant and gives the recording notice, then checks your current business hours, any dated closures, your routing chart, and your transfer destinations — all configured in SolarProjeX, not a second system your office has to keep in sync.

It asks only what it needs to understand why someone's calling. During open hours, it can route the call: it privately briefs the right staff member with the caller's name and reason, and only connects the two sides once that person accepts. After hours, on a closed day, or when nobody picks up the transfer, it takes a clear message instead of leaving the caller on hold or hanging up.

Every call lands in one place with the recording, the full transcript, a summary, and automatic matching against your customer, Solar Home, and membership records — so a call that comes in while the office is closed is just as complete as one your team took live. Spam and robocalls can be filed to a spam view in one click, with an option to auto-file future calls from that number — but a number tied to a real customer or lead can never be blocked, no matter how many times it's reported.

Nothing about this requires a second phone system. Hours, holidays, routing, and transfer numbers are set once, in the same place your office already works.

  • Answers your main line and checks your real hours, closures, and routing before doing anything
  • Transfers the right call to the right person with a private briefing first — no cold transfer
  • Takes a clear message after hours, on closed days, or when nobody picks up
  • Every call recorded, transcribed, summarized, and matched to the right customer automatically
  • One-click spam filing, with real customers and leads permanently protected from ever being blocked
  • Hours, holidays, routing rules, and transfer numbers all configured in SolarProjeX — no second system
  • Nothing is deleted — a spam-filed call keeps its recording and transcript, just filed out of the way

How it works

Answer, route, record — every call, every time.

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Answers every call

Open hours or closed, your main line is always answered — never a dead ring or straight to voicemail.

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Routes by your own rules

A routing chart you configure decides who gets the call, with a private briefing before the transfer connects.

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A real message, every time

When nobody's available, the caller leaves a clear message instead of guessing whether anyone heard them.

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Recorded and filed automatically

Transcript, summary, and customer match — ready in Reception without anyone typing it up.

Frequently asked questions

Does the receptionist replace our staff answering the phone?

It answers every call, routes the ones it can to the right person during open hours, and takes a message the rest of the time — so your staff isn't the only line of defense against a missed call.

How does it know who to transfer a call to?

From a routing chart your office configures — mapping a reason for calling to the right person or an ordered chain of destinations to try.

What happens to spam and robocalls?

They're answered and recorded like any other call, but can be filed to a spam view in one click, with the option to auto-file future calls from that number. A number tied to a real customer or lead can never be blocked, no matter how often it's reported.

Do we need a separate phone system to set this up?

No — business hours, holiday closures, routing rules, and transfer destinations are all configured inside SolarProjeX.

Can we hear the actual call, not just read a summary?

Yes — every call includes a recording you can play back, alongside the full transcript and summary.

Everything SolarProjeX does, built for solar

One platform from the first lead to the last warranty claim. Every capability below is part of it.

Run your solar service on one platform.

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