Review imported knowledge before callers hear it.

Current Reece product assurances

• Keep your business number: Use your provider's forwarding instructions for all calls or missed calls only.
• Cover configured calls 24/7: Answers configured business calls 24/7, including after-hours and overflow calls.
• Review call results: The web dashboard keeps call recordings, transcripts, AI summaries, caller details, and outcomes together.
• Test without a card: 7 days and 60 call minutes are included.

Start with the caller's job, not a feature label

Review imported knowledge, conflicts, stale facts, exceptions, and activation ownership. Write the caller's expected outcome and the employee who owns it. Then distinguish information capture, an attempted action, a provider-confirmed action, and a human decision; those states sound similar in marketing copy but create different work for the business.

• Source authority and retrieval date
• Conflicting or stale facts
• Unsupported questions and stop rules
• Owner approval, activation, and next review

Use a knowledge audit checklist and change log

Map each input, decision, action, failure state, and evidence field in the knowledge audit checklist and change log. The useful artifact is specific enough that another employee can run the same test and reach the same interpretation. Keep unknowns visible instead of converting them into inferred product behavior.

Separate configuration from completion

A configured greeting, rule, destination, calendar, or knowledge source makes an action possible; it does not prove the action completed. Record what the product attempted, what an external provider confirmed, what fallback ran, and what a person still needs to do. This distinction prevents a captured request from being described as a booking or a transfer attempt as a connected conversation.

Test the failure path deliberately

Run a supported request, a correction, silence or interruption, an unsupported question, an unavailable destination, and a stale or conflicting fact. For AI receptionist knowledge base checklist, review whether the caller heard a truthful boundary, the evidence matched the audio, and the approved fallback preserved a clear next owner.

Keep the product boundary in the page and the call flow

Website ingestion proposes knowledge; owner review and activation remain required. Reece should use current owner-approved knowledge, acknowledge uncertainty, and stop or hand off when a request exceeds the configured scope. Product evidence should never be replaced with a fabricated accuracy, savings, capacity, or completion statistic.

Guardrail: Website ingestion proposes knowledge; owner review and activation remain required.

Review the resulting evidence

Use the web dashboard to inspect recordings, transcripts, summaries, caller details, timestamps, and outcomes. Sample both routine and exception calls after launch. Assign an employee to correct knowledge, routing, and provider configuration, and keep the previous flow available as a rollback when a material test fails.

Decide fit with explicit criteria

Reece fits when repeatable call work can be bounded with approved facts and reviewed outcomes. Keep a person in control for sensitive, adversarial, high-stakes, or professionally regulated decisions and for any commitment the configured system cannot verify.

Define success for AI receptionist knowledge base checklist

Begin with one written caller job and one observable business outcome. For this page, the working scope is: Review imported knowledge, conflicts, stale facts, exceptions, and activation ownership. This guide turns the claim into observable states, named owners, and test calls instead of relying on a demo or an unqualified promise. Turn that scope into a acceptance record that names the caller's question, the allowed information source, the fields worth collecting, the next-action owner, and the evidence that proves what happened. Avoid goals such as “handle calls better” because they cannot distinguish a useful intake from a polished conversation that leaves the employee without a usable next step. A successful call can still end in human review; success means the boundary and ownership were truthful, not that automation completed every request.

Translate approved knowledge into caller-safe answers

Review imported knowledge, conflicts, stale facts, exceptions, and activation ownership. Write the caller's expected outcome and the employee who owns it. Then distinguish information. Use that source material to write short approved answers, but preserve conditions, exclusions, dates, and ownership. Website import can propose knowledge for review; it does not make every sentence current or safe to say on a call. Mark facts that change often—hours, service areas, prices, availability, provider connections, and transfer destinations—and assign the person responsible for the next action to approve them. When two sources conflict, keep the item inactive until a person resolves it. When a caller asks beyond the reviewed source, Reece should acknowledge the limit and take the approved conservative action instead of filling the gap from general knowledge.

How Reece handles the call

1. Forward the calls you choose. Keep the number customers already know, then use your phone provider's instructions to forward all calls or missed calls only to Reece.
2. Reece answers with approved knowledge. Reece answers the configured call and uses business knowledge the owner has reviewed before it becomes active.
3. The caller explains what they need. Reece answers approved FAQs and gathers the caller, request, and intake details needed for a clear next step.
4. A supported handoff happens. Eligible Scale and Growth setups can use configured direct or warm transfers. Otherwise, Reece records details or an appointment request for staff follow-up.
5. Your team reviews the result. The recording, transcript, summary, caller details, and outcome stay together in the responsive web dashboard.

Your team stays in control. Reece handles approved call intake and configured routing. Your team still owns diagnosis, safety decisions, pricing, dispatch, appointment confirmation, and any follow-up that needs a person.

Start free 7-day trial

Build the knowledge audit checklist and change log

Document the rule before activation, then test its evidence and rollback path.

Know the handoff before you forward a call

Can I keep my current number?

Plans include 1, 3, or 10 Reece phone numbers. Businesses can keep an existing number and forward selected calls to Reece.

Can Reece take missed calls only?

Yes. Choose missed-call forwarding when staff should have the first chance to answer, or forward all calls when Reece should answer first. Your provider controls forwarding behavior.

What if the caller needs a person?

Scale and Growth support owner-configured direct and warm transfers. Reece does not include a staffed human fallback, so the team must define the follow-up path for calls that are not transferred.

Does an appointment request mean booked?

Reece can capture appointment requests, preferred times, caller details, and approved intake answers for staff follow-up. The current production UI does not offer customer-configurable calendar connections or direct provider-backed booking, so Reece does not report an appointment as confirmed.

Setup is guided, but completion time varies with business rules, transfer routing, testing, and carrier forwarding. Call results are available in the web dashboard. Production email delivery and SMS notifications are not currently offered.

Privacy and sensitive calls. Review the current Privacy Policy and Terms before forwarding calls that may include sensitive information. Reece does not claim HIPAA compliance; medical, legal, emergency, financial, and other consequential calls may require a qualified person. Privacy Policy · Terms

Questions, answered