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What does an AI receptionist do for a trade business? It answers every call 24/7 in a natural voice, answers questions from your company description, captures the caller's name, address and job details as a lead, and transfers urgent calls to you. Swivl's AI Receptionist runs from the Growth plan at $49 a month and costs 10 credits a minute while it is on a call, with call logs, summaries and transcripts.
Never miss another call or another lead.
In this step-by-step guide, we’ll show you how to set up and customize Swivl’s AI Receptionist so your business can answer every call, capture every lead, and respond instantly 24/7. From choosing your number and voice to setting up call routing, schedules, and lead capture, everything is designed to help you automate your front desk without missing a beat.
Whether you're in the field or off the clock, your AI receptionist keeps your business running answering calls, collecting customer details, and turning every conversation into an actionable opportunity.
What You’ll Learn:
What Swivl’s AI Receptionist is and how it works How it captures and qualifies leads automatically Setting up your phone number, voice, and greeting Creating a strong company description (AI knowledge base) Configuring business hours and call handling Setting up call routing and transfers Handling after-hours and emergency calls
How do you add your team to Swivl? Invite each person by email, give them a role that controls what they can see and do, and set their pay rate and labor burden so job costing is accurate. Swivl has no per-user fees: unlimited users are included on the free plan.
How do you move your customers to Swivl from another tool like Jobber, Housecall Pro or a spreadsheet? Export your customers as a CSV, upload it in Swivl, match the columns, preview, and import. You can then manage every customer, contact and address in Swivl's free CRM.
What is a task in Swivl? A task is one visit or piece of field work inside a job. You create it, assign a technician, set the date and time on the schedule, and the tech sees it in the Swivl mobile app with the customer address, notes and checklist, then clocks time against it.
Start free. Unlimited users, no card, no contract.
