Callboard is an AI receptionist for small business. It puts an AI phone agent on your business number that answers inbound calls, asks the questions your best receptionist would ask, and sends every qualified lead to your team as a clean record, not a missed call or a voicemail. Your number stays the same; you choose when Callboard picks up.
How an AI receptionist for small business handles a call
- A customer calls. Your existing number stays in place. Calls route to Callboard whenever you want: after hours, during overflow, or around the clock.
- The agent answers. It speaks naturally, handles common questions, and qualifies the caller with a script shaped around how your business actually works.
- The lead is logged. Contact details, a call summary, the recording, urgency and next steps land in a back-office record.
- Your team takes it forward. Follow up with full context, take a warm transfer, or let the agent book straight into the right calendar.
Set up around your business
Before an agent goes live, we learn how your best receptionist handles calls, then configure it around your services, the areas you cover, your qualifying questions and your booking rules. The same system is set up differently for each trade:
| Trade | What the agent captures |
|---|---|
| Real estate | Buyer, seller, tenant and property details, before an agent calls back |
| Home services and trades | Job type, location, urgency and availability |
| Medical and dental | Routine enquiries and appointment requests, with clear escalation rules |
| Restaurants and hospitality | Bookings, opening hours, group enquiries and guest requests |
| Automotive | Vehicle, service, fault and preferred appointment |
| Education | Course interest, intake timing and student details for admissions |
Callboard also sets up agents for legal, financial and insurance, and retail enquiries, with the wording each one needs.
Why small businesses miss calls
Most missed calls are not a staffing failure. They happen at lunch, after closing, at weekends and when the one person who answers the phone is already on another call. Each one is a customer who may ring a competitor next. An AI receptionist covers those gaps without another rota to manage, and a person still takes over when it matters: you define exactly when a call is transferred.
Callboard and the rest of your back office
Treevoxa builds the systems small businesses run on, from RE-ERP for property firms to MatrixHR for payroll. Callboard is built the same way: every call becomes a record your team can act on, rather than a note on a scrap of paper.
What to prepare
Tell us how your phone works today: the hours you are covered and not covered, the questions you ask every new caller, who should get urgent calls, and where leads should end up. That is enough to map the calls, scripts, handoffs and fields your agent needs.
Pricing
Callboard is set up around your calls, so pricing depends on your call volume and the hours you want covered. Book a walkthrough and we will put the price in writing.