Setup · 6 min read · Updated
AI Receptionist Script Examples & Templates (Copy and Adapt)
Short answer: a good AI receptionist doesn't need a word-for-word script. It needs clear instructions and good information: a greeting, your business facts, the questions to ask before booking, rules for when to transfer, and how to handle after-hours and emergencies. The templates below give you each piece. Adapt them and paste them into your AI receptionist's setup.
What to give your AI receptionist
Modern AI receptionists hold real conversations, so they don't need rigid scripts the way phone trees do. They need:
- Identity: the agent's name, your business name, and the tone you want.
- Business facts: services, prices or price ranges, service area, hours, address and parking, payment options.
- A knowledge base: your website, FAQ page, menus, policies and price sheets. In BlueSales this is called a Brain, and you can build it from your website, files or pasted text.
- Goals: what a successful call looks like, such as "booked appointment", "qualified lead" or "message taken".
- Rules: when to transfer, what never to promise, how to handle emergencies.
Greeting templates
Keep greetings short. Callers want to say why they're calling.
- Standard: "Thanks for calling Northside Plumbing, this is Ava. How can I help you today?"
- Medical / dental: "Thank you for calling Bright Smile Dental, this is Ava. Are you a current patient, or would you like to schedule a first visit?"
- Law firm: "Thank you for calling Harper & Lane. This is Ava. Are you calling about a new matter or an existing case?"
- After-hours: "Thanks for calling Northside Plumbing. Our office is closed, but I can help you right now. I can book a visit or get an emergency message to the on-call technician. What's going on?"
Tip: name the agent and the business, then ask one open question. Don't list menu options. That's what phone trees do, and callers hate it.
Answering common questions
Give facts, not paragraphs. Your AI turns these into natural answers:
Hours: Mon–Fri 7am–6pm, Sat 8am–2pm, closed Sunday. Emergency service 24/7.
Service area: Denver, Aurora, Lakewood, Englewood. No service north of I-76.
Pricing: Service call $89, waived if we do the repair. Water heater install from $1,450.
Payment: Card, cash, check. Financing available on jobs over $1,000.
Licensing: Licensed and insured, Colorado license #12345.
Then add instructions on how to use them:
When asked about prices, give the starting price and explain that the technician confirms the final price on site. Never quote a fixed price for a job you haven't been given a price for.
Appointment booking script
The booking flow is where AI receptionists earn their keep. Give the AI an order of questions:
- "What do you need help with?" Capture the problem in the caller's words.
- "What's the address for the visit?" Confirm it's inside the service area.
- "When works best for you?" Check the calendar, then offer two or three slots.
- "Can I get your full name and the best number to reach you?"
- "And an email for the confirmation?"
- Confirm: "You're booked for Tuesday at 10 a.m. at 42 Elm Street for a leaking water heater. The technician will call 30 minutes before arriving."
Instruction example:
Always offer specific available times rather than asking "when are you free?" If the caller's preferred time is taken, offer the two nearest open slots. Read back the date, time, address and problem before ending the call.
Transfer rules
Decide which calls should reach a human, and keep the list short:
- The caller asks for a person twice.
- An existing customer with a billing dispute or complaint.
- A vendor or partner asking for a specific person by name.
- An emergency that needs someone to be dispatched now.
Script for the handoff:
"Of course. Let me connect you with [name/team]. One moment while I transfer you."
If nobody answers the transfer, the AI should take a detailed message and promise a callback window. In BlueSales you set a transfer number and choose Always Connect, which bridges the caller to a person the moment they ask. The other option is Smart Escalation, where the AI keeps the call and only escalates when there's a genuine need.
Emergency handling
For trades, healthcare and property management, define emergencies explicitly:
An emergency is: active water leak, no heat when the outside temperature is below 40°F, gas smell, sewage backup. For a gas smell, tell the caller to leave the building and call the gas company's emergency line or 911 first. For other emergencies, collect the address and callback number and transfer to the on-call line.
For medical and dental practices, always include:
If the caller describes a medical emergency, tell them to hang up and call 911.
Things your AI receptionist should never do
- Promise prices, outcomes or legal and medical advice it wasn't given.
- Pretend to be human when sincerely asked. Honesty is good practice, and in some states it's required.
- Collect payment card numbers over the phone, unless your system is built for that.
- Argue with an upset caller. Apologize, capture details and offer a transfer or callback.
Industry-specific examples
| Industry | Must-ask questions before booking |
|---|---|
| Plumbing / HVAC | Address, problem, is it an emergency, any water or gas shut off? |
| Dental | New or existing patient, insurance provider, reason for visit, any pain? |
| Law firm | Type of matter, date of incident, location, any existing representation? |
| Real estate | Buying or selling, area, timeline, pre-approved? |
| Med spa | Treatment of interest, first visit, any contraindications to flag? |
| Property management | Property address, unit, issue, permission to enter? |
Test before you go live
- Call your AI receptionist yourself five times as five different callers: an easy booking, a price question, an angry customer, an emergency and someone asking for the owner.
- Read the transcripts. Fix missing facts in the knowledge base, not by writing longer scripts.
- Forward real calls only when you don't answer at first. See how to forward your calls.
Frequently asked questions
Do AI receptionists need a script?
Not a word-for-word one. Modern AI receptionists hold natural conversations, so they work best with a short greeting, accurate business facts, a booking flow and clear rules for transfers and emergencies.
What should an AI receptionist say when answering the phone?
Thank the caller, say the business name and the agent's name, and ask one open question. For example: "Thanks for calling Northside Plumbing, this is Ava. How can I help you today?"
How do I make my AI receptionist sound natural?
Give it facts and goals instead of long scripted paragraphs. Choose a natural voice, keep the greeting short, and let it ask one question at a time. Then test it with real calls and fix gaps in its knowledge base.
Can an AI receptionist handle emergencies?
Yes, if you define what counts as an emergency and what to do. Typically that means giving safety instructions, collecting the address and callback number, and transferring the call to an on-call line.
Try it on your own calls
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