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AI Receptionist · Call transferby Tactly

A person when they need one

Some callers just need a quick answer. Others need you. During business hours the AI Receptionist can hand a caller to your team, and after hours it makes sure they still leave with a next step.

Start my free trialLearn more at Tactly.ai

7-day free trial with 30 minutes included. Card on file, cancel anytime.

Already a client? Add Tactly from your 1Digital client portal or your WorkspaceCMS dashboard so everything stays on one account.

Try it live: call (305) 928-1811. Our AI receptionist answers our own line.

Illustration with example data
The short version: during your business hours, the receptionist can transfer a caller to your team. Outside them, rather than send the caller to voicemail, it offers to book a time or take a message. Either way you get an email afterwards with what happened.

During business hours

Answer first, then hand over

Questions handled up front

Hours, directions and other routine questions are answered from your notes, so only the calls that need a person reach one.

A transfer when it is needed

When a caller asks for someone or needs more than it can give, it passes the call to your team.

You choose when it picks up

On missed calls only, it answers after your phone has rung for the time you set, so your team always gets the first chance.

Honest about who is talking

Callers hear that they are speaking with a virtual assistant before anything else, so a transfer to a person is never a surprise.

After hours

No transfer to an empty office

A booking instead

With no one there to take the call, it offers an open time on your calendar and books it once the calendar confirms.

Or a message

It writes down what the caller needs and reads their number back so the callback reaches them.

A record of every call

Transferred or not, each call is emailed to you with a summary and transcript.

Calls beside your leads

Every call also appears in your 1Digital account with your forms and chats.

Hear it answer

Listen to Tactly take a call

Example calls in Tactly's voice, with a sample voice playing the caller. Under each one is the summary the owner gets by email.

  • Law firm · 0:34

    Transfer to a person

    Calder and Voss Law

    A new caller was in a car accident yesterday and has a sore neck. They are looking for a lawyer and were transferred to Dana in Intake.

    Read the transcript
    1. Tactly: Thank you for calling Calder and Voss Law. I'm the virtual assistant, and this call may be recorded. How can I help?
    2. Caller: Hi. So, I was in a car accident yesterday, and I think I need a lawyer.
    3. Tactly: I'm sorry that happened. Is anyone hurt and in need of help right now?
    4. Caller: No, no, I'm home now. My neck's just sore, that's all.
    5. Tactly: Thank you. Dana in Intake handles new cases. Would you like me to connect you to her now?
    6. Caller: Yes, please, that would be great.
    7. Tactly: Connecting you to Dana now. One moment.

  • Plumbing · 0:26

    Books a repair

    Brightline Plumbing

    A caller with a leaking water heater booked a visit for Thursday at 9 a.m. The summary and full transcript were emailed to the owner.

    Read the transcript
    1. Tactly: Thanks for calling Brightline Plumbing. I'm the virtual assistant, and this call may be recorded. How can I help?
    2. Caller: Hi, yeah, my water heater's leaking. Is there any way someone can come out this week?
    3. Tactly: I'm sorry to hear that. I have Thursday at 9 or Friday at 1. Which works better?
    4. Caller: Oh, Thursday at 9 works. Thanks.
    5. Tactly: You're booked for Thursday at 9. We'll see you then.

  • HVAC · 0:41

    Repair booking

    Northwind Heating and Air

    Paula Reyes called because her furnace is blowing cold air. She booked a no-heat repair for tomorrow at 8:30 a.m. at 41 Linden Court.

    Read the transcript
    1. Tactly: Thanks for calling Northwind Heating and Air. I'm the virtual assistant, and this call may be recorded. How can I help?
    2. Caller: Hi, yeah, our furnace is blowing cold air, and it's getting pretty chilly in here.
    3. Tactly: Sorry about that. I can get a technician out to you. May I have your name and address?
    4. Caller: Sure, it's Paula Reyes, at 41 Linden Court.
    5. Tactly: Thanks, Paula. I have tomorrow at 8:30 a.m. or 1 p.m. Which works better?
    6. Caller: Oh, 8:30. The earlier the better, honestly.
    7. Tactly: You're booked for tomorrow at 8:30 a.m. at 41 Linden Court. The technician will see you then.

  • Cleaning · 0:42

    Price question

    Sparrow Home Cleaning

    Dev Patel asked about a move-out clean for a three-bedroom house at the end of the month. He was told move-out cleans start at $250 up to two bedrooms and booked a walkthrough for Friday at 10 a.m.

    Read the transcript
    1. Tactly: Good morning, Sparrow Home Cleaning. I'm the virtual assistant, and this call may be recorded. How can I help?
    2. Caller: Hi, so I'm moving out of a three-bedroom house at the end of the month, and I was wondering how much a move-out clean is.
    3. Tactly: Move-out cleans start at $250 for homes up to two bedrooms. For three bedrooms or more, the team does a quick walkthrough first so the quote is exact. Would you like to book one?
    4. Caller: Yeah, sure. Could we do Friday?
    5. Tactly: Friday at 10 a.m. is open. Can I take your name?
    6. Caller: Yeah, it's Dev. Dev Patel.
    7. Tactly: You're all set, Dev. Friday at 10 a.m. for the walkthrough.

  • Bakery · 0:35

    A question it can't answer

    Larkspur Bakery

    Amy asked whether the bakery ships birthday cakes to another state, for her sister in Ohio. That was not in your notes, so she left a message for a call back.

    Read the transcript
    1. Tactly: Hi, thanks for calling Larkspur Bakery. I'm the virtual assistant, and this call may be recorded. How can I help?
    2. Caller: Hi! Quick question. Do you ship birthday cakes out of state? It's for my sister in Ohio.
    3. Tactly: I don't have that information, and I'd rather not guess. I can have the owner call you back with an answer. Would that help?
    4. Caller: Yeah, that's fine. It's Amy, at 555 0163.
    5. Tactly: That's Amy at 555 0163. The owner will call you back about shipping a cake to Ohio.

More sample calls, with transcripts and downloads, on Tactly.ai ›

Pricing

Transfers are included in every plan

Every plan is the same receptionist with the same features. The only difference is how many minutes of calls it answers each month.

  • Starter

    $49/mo

    100 minutes of calls a month, then $0.35 a minute

    For a few missed calls a day.

    Start free trial
  • Most popular

    Pro

    $99/mo

    250 minutes of calls a month, then $0.29 a minute

    For a busy line most days.

    Start free trial

  • Growth

    $199/mo

    600 minutes of calls a month, then $0.25 a minute

    For a team that lives on the phone.

    Start free trial

Every plan includes

  • A local phone number for the receptionist
  • Answers after hours, nights and weekends
  • Books appointments, synced with your calendar
  • Transfers callers to a person
  • Email summary and transcript of every call

7-day free trial with 30 minutes included. Card on file, cancel anytime.

Already a client? Add Tactly from your 1Digital client portal or your WorkspaceCMS dashboard so everything stays on one account.

Calls under 15 seconds are not billed. Switch plans any time, prorated. No website needed. Billed monthly through your 1Digital account, and you see the price before you pay. On a WorkspaceCMS Essentials website plan it cannot book appointments; booking by phone needs Growth or above. Extra charges outside the plan: each phone number outside the US (Mexico, Spain or Latin America) is $10 a month on top of your plan and takes calls only; it cannot send texts. Your US local number, and texting on it, are included in every plan with no extra fee.

Get AI Receptionist

Try it free first

7 days free on Tactly

Sign up on tactly.ai, pick a plan and the receptionist answers your calls the same day. The trial includes 30 answered minutes, with a card on file and nothing charged until it ends. Cancel anytime.

  • ›Transfers are included in every plan.
  • ›Set your business hours so it knows when your team is in.
  • ›Each call is emailed to you, transferred or not.
Start my free trialLearn more at Tactly.ai

Already a 1Digital or WorkspaceCMS client?

Add it from Add-ons in your client portal or your WorkspaceCMS dashboard instead of starting a new trial, so it stays on the same account and bill.

Open my client portal ›Open my WorkspaceCMS dashboard ›

Rather talk to a person first? Send us a note.

Common questions

When will it transfer a call?
During the business hours you set, when the caller needs a person. After hours it books a time or takes a message instead.
Who does it transfer to?
To the number you give it for your team. Transfers to several different people or departments are not available yet.
Will my team know what the call was about?
You receive the summary and transcript by email after each call, including transferred ones.

Explore the AI Receptionist

See how it fits your business

Try it live: call (305) 928-1811. Our AI receptionist answers our own line.

Back to the AI Receptionist overview

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