AppsAI Receptionist

Call answering · Autessa AI Receptionist

Returning caller memory

Autessa AI Receptionist remembers returning callers: before it says a word, it looks up the number and finds the name, company and last reason from earlier calls. Then it confirms instead of assuming, asking "Am I speaking with Dana?", because phones get shared and numbers change hands.

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Returning caller
Called 3 timesSAMPLE

Lookup: possibly Dana Whitfield, Northwind Dental · agreed to texts

Receptionist

Thank you for calling. Am I speaking with Dana?

Caller

Yes, hi again.

Receptionist

Good to hear from you again. What can I help with today?

Returning callerName confirmed

The problem it solves

Repeat callers should not have to start over

A customer who called yesterday should not spell their name again today. But an answering service that greets the wrong person by name is worse than one that asks. The receptionist treats what it remembers as a guess and checks it in one short question.

What you get

  • Every call starts with a quiet lookup of the number: blocked or not, returning or new, last conversation and texting consent.
  • A name your team confirmed on the caller page is used first; otherwise the name from the most recent real call.
  • The receptionist never assumes: it asks "Am I speaking with…?", and only asks "Still with…?" about the company when it needs to.
  • A returning caller may hear "Good to hear from you again."
  • It knows whether this person agreed to texts, has not been asked yet, or replied STOP.
  • Test numbers and spam calls are never remembered, so they never shape how real callers are greeted.

How it works

How does returning caller memory work?

  1. Look up the number

    The receptionist checks the calling number against the block list, earlier calls, earlier texts and the caller page your team keeps.

  2. Pick a likely name

    A teammate-confirmed name wins. Otherwise it uses the name and company from the latest call that was not spam or a test.

  3. Confirm, do not assume

    It asks "Am I speaking with Dana?". If someone else is on the line, it asks for their name like any new caller.

  4. Pick up where you left off

    It knows the last reason and when it was, and whether the caller can be texted, so it does not ask for consent twice.

Caller lookup
(206) 555-0187SAMPLE
BlockedNo
Returning callerYes, 3 calls
Possible nameDana Whitfield
Possible companyNorthwind Dental
Last conversationNew account setup, Tuesday
Texting consentAgreed

Every option

What the receptionist knows before it answers

OptionWhat it does
BlockedIf the number is blocked, the caller hears a short goodbye and the call ends.
Returning callerWhether this number has called or texted before.
Possible name and companyFrom the caller page if a teammate confirmed it, otherwise from the latest call that was not spam or a test.
Last conversationThe reason for the last call and when it was.
Texting consentAgreed, not asked yet, or opted out, worked out from earlier calls, texts in the last year and the latest STOP or START.
Confirmation line"Am I speaking with <first name>?" and, only if needed, "Still with <company>?"
Test numbersGet no memory at all.

Permissions

Who can do what?

WhoCan
Anyone the app is shared withFix a caller's name and company on the caller page; that confirmed name is what the receptionist checks next time.
CallersCorrect the receptionist ("No, this is Sam") and be treated as a new caller.

What the AI does

How the receptionist handles it

A lookup step runs before the receptionist speaks and hands it a short brief: blocked or not, a possible name and company, the last reason, and texting consent. The receptionist uses the name only as a question, never as a fact.

Connected

How it connects to everything else

Questions

Questions about returning caller memory

Does the AI receptionist recognize returning callers?

Yes. It looks up every number before it speaks and finds the name, company and last reason from earlier calls. It then confirms the name with a question instead of assuming it.

What if someone else calls from a known number?

The receptionist asks "Am I speaking with…?" first. If the answer is no, it asks for the caller's name like any new caller and files the call under the name they give.

Where does the remembered name come from?

From the caller page if a teammate confirmed it there, otherwise from the most recent call from that number that was not spam or a test call.

The desk is open

Try returning caller memory at your front desk

Before it says a word, the receptionist looks up the number, and if it knows the caller it asks "Am I speaking with…?" instead of assuming, because phones get shared.

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100% customizable, code and all

Make Autessa AI Receptionist fully your own.

Use it out of the box, then change anything. Ask Autobot, Autessa’s AI builder, for a new field, screen, report, workflow or agent and it builds it into your copy of the app. Or open the code and edit it yourself. Nothing is locked: the app, its data and its code are yours.

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