Caller
I’m calling about a new project.
AI
AI agent
Absolutely — let me get a few details.
Talk to Clara
Hi, this is Clara with RevSystems. Who am I speaking with?
Ask Clara anything about RevSystems.
Talk to Clara“How would you handle my calls?”
Choose what your agent asks, in what order, and what happens next.
Connect the caller, book an appointment, or take a message based on the route you configure.
A qualification result can connect the call, book an appointment, or take a message. In this example, book an appointment is selected.
See calls, messages, handoffs and appointments organized in one place.


Configure the details your team needs, test the path, and keep missed calls from turning into lost jobs.
Add the business details, services, voice, and greeting callers should hear.
Choose qualification criteria, outcomes, booking, handoff, and message-taking behavior.
Use your RevSystems number or forward an existing line, then verify the full path with a test call.
Give dispatchers and crews structured outcomes without forcing every caller through the same path.
Give every inbound caller a responsive first point of contact, even when your team is busy.
Choose two or three ordered criteria and the questions your agent uses to capture each answer.
Connect callers to a ready destination with an intentional fallback when no one is available.
Check current availability and create a confirmed appointment when booking is enabled.
Capture the request, caller details, callback preference, recipient, and urgency when provided.
Review calls, outcomes, messages, bookings, handoffs, and follow-up indicators in Agent Center.
Explore how RevSystems adapts screening, routing, booking, and follow-up to each industry.
Configure simple, testable call paths for the way your operation actually runs.
Explore the documentationYes. Service area can be one of the two or three ordered qualification criteria you configure, with a clear caller-facing question and pass rule.
Qualification and outcomes are configured separately. After the criteria produce a result, the next prepared action can connect the call, book an appointment, or take a message.
You can prepare a fallback such as message taking. Test the available and unavailable handoff paths separately so callers always reach an action your team is ready to support.
Yes, when Calendar & Booking is connected and enabled. The agent checks current availability before creating a confirmed appointment instead of treating spoken agreement as proof of a booking.
Yes. Keep the existing line active and configure voice-call forwarding through its provider to the active RevSystems number. Test both the direct RevSystems number and the forwarded path before publishing.
Inbox can show the completed outcome, caller details, booking or handoff status, saved message details, the Call Report, and any follow-up indicators supported by that call path.
Give every new caller an answer and every useful request a place to go.
Your setup stays yours to review before it answers real calls.