Addwell AI Support Receptionist

Prepared for: Addwell EPoS Solutions

Prepared by: Automate Your Biz (AYB AI)  

Date: Wednesday, June 3rd, 2026

Executive Summary

Custom-development of the Addwell AI Support Receptionist to answer inbound calls, classify caller intent, collect support details, and automatically log call information into Addwell's shared Google Sheet.

Addwell is currently reviewing whether to replace its retiring receptionist/secretary or move to a virtual receptionist model.

The current workload is relatively light, making a full-time replacement hire expensive relative to the value delivered. The AI Support Receptionist provides a more cost-effective alternative.


What We'll Build (Phase 1)

  • AI receptionist to answer Addwell support calls
  • Classify caller intent at the beginning of the call
  • Route non-support calls to the human team
  • Collect key support details: issue, business name, postcode, name, callback number & time
  • Automatically log call details into Addwell's shared Google Sheet
  • Add priority/emergency flags for urgent issues
  • Fallback path to transfer immediately to human support

Expected Outcomes

  • Replace the need for a full-time receptionist hire for basic call handling
  • Reduce admin costs while providing 24/7 support call handling
  • Ensure support details are captured accurately and logged automatically
  • Improve visibility for directors and support staff via centralized Google Sheet
  • Create a scalable foundation for future first-line AI support troubleshooting

Return On Investment

The Addwell AI Support Receptionist delivers measurable value from day one - replacing overhead with efficiency.

Avoid Hiring Costs

Avoid the cost of hiring and training a replacement receptionist for a relatively light workload.

Reduce Manual Admin

Automatically capture and log inbound support calls, eliminating manual message-taking.

Improve Consistency

Consistent call notes, issue descriptions, and callback details across every single call.

Better Visibility

Directors and support staff gain real-time visibility over incoming support requests in the shared Google Sheet.

24/7 Availability

Reduces missed or incomplete messages when staff are unavailable or already on calls.

Scalable Foundation

Low-cost starting point that can later expand into first-line support and troubleshooting.

AYB AI TESTIMONIALS

HEAR WHAT OTHERS ARE SAYING…

Norton Insurance,
United Kingdom.

INSURANCE INDUSTRY

BEN WHITE - HEAD OF OPERATIONS

It's been a pleasure working with AYB AI. We had already started looking into how AI can improve productivity & performance and their solution certainly did both of those things.

We have been able to integrate their voice agent in to our lead chasing which has had a huge positive effect. Getting our prospects to answer the phone was our biggest issue (even when they request call backs on our website).

After introducing the voice sales agent, our contact rate has improved from 40% to over 60% - which has exceeded our hopes and targets!


Advocate Rights Center,
Dallas, Texas.

LEGAL INDUSTRY

ROBERT WILSON - FOUNDER

It’s been a great pleasure working with AYB AI.

They are very knowledgeable and experienced in AI-generated communications.

We consider AYB AI to be a valued & trusted partner.


Blip Payments,
Ireland.

FINANCIAL SERVICES INDUSTRY

HUGO URIEN - FOUNDER

Working with AYB AI has been the definition of tailored professionalism. They have had a personal touch from day one and are very quick to respond and make changes as needed.

AYB AI developed several solutions for us that have helped our business become more systematic and efficient.

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Atlanta, Georgia.

HEALTHCARE INDUSTRY

TAKERA MITCHELL - FOUNDER

AYB AI exceeded my every expectation and went above and beyond to come up with a solution for my somewhat complex request.

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Goals & Current Context

Addwell's Goals

  • Replace or reduce the need for a receptionist/secretary replacement
  • Start with basic inbound call answering, message taking, and information collection
  • Give customers a simple support intake experience
  • Automatically log calls into the existing shared Google Sheet process
  • Keep the initial implementation practical and cost-effective
  • Leave room to expand into first-line troubleshooting in the future

Today's Situation

  • Current receptionist/secretary is retiring soon
  • Deciding between hiring a replacement or switching to a virtual/AI model
  • Role is not currently high-workload - full replacement hire is less cost-effective
  • One local phone number with approximately four lines
  • Customers call the same local number - a key selling point vs. a generic 1-800 number
  • Calls manually logged in a shared Google Sheet
~17

Calls Per Day

Working estimate (~15-20 range)

~450

Calls Per Month

Approximately 400-500 monthly

1-2

Minutes Per Call

Typical AI-handled call duration

The Problem

Addwell's current receptionist role is useful but not always workload-heavy enough to justify a full-time replacement.

Current Pain Points

  • The current receptionist/secretary is retiring soon
  • Replacing the role creates ongoing salary, training, holiday cover, and management overhead
  • The workload is relatively light - making the role partially redundant from a cost-efficiency perspective
  • Customers still need calls answered and messages taken consistently
  • Support staff may not always be free to answer immediately
  • Incoming calls must be logged accurately so directors and team members can track jobs
  • Time-critical support issues need to be identified and escalated quickly

Why This Matters

Addwell supports businesses where issues can be time-sensitive. If a restaurant, retail business, or hospitality customer has a card machine, printer, EPOS, or service issue, they need solutions fast.

  • Poor call capture creates delays, missed details, and customer frustration
  • Manual message taking creates inconsistency across staff members

Scope of Work

In-Scope (Phase 1)

  • AI receptionist for inbound calls
  • Initial intent classification at the start of the call
  • Support issue intake flow
  • Collection of: issue description, business name, postcode, customer name, caller phone number, best callback day/time, and urgency indicators
  • Automatic Google Sheet logging
  • Optional email/SMS/WhatsApp notification for urgent issues
  • In-hours and out-of-hours routing logic
  • Live transfer capability for urgent in-hours calls
  • Fallback to callback booking if transfer fails or no one is available

Out-of-Scope (Phase 1)

  • Full first-line AI troubleshooting
  • Complex technical diagnosis
  • Replacing human support engineers
  • Billing/payment handling
  • Full CRM replacement

Solution Design

A voice-enabled AI receptionist built specifically for Addwell's inbound call process - professional, configurable, and deeply integrated with your existing workflow.

AI Core Capabilities

  • Voice-enabled AI receptionist with British accent
  • Intent classification at the start of every call
  • Structured support intake flow
  • Context-aware urgency detection
  • Configurable voice, tone, interruption settings, and call flow
  • Handles varied UK and non-UK accents (and multilingual callers if required)

Call Handling Logic

  • Answer calls professionally
  • Ask why the customer is calling
  • Identify whether the call is support-related
  • Route non-support calls to the human team
  • Collect all necessary support details
  • Confirm the issue back to the caller
  • Ask for best callback time
  • Log the call into the shared Google Sheet
  • Flag urgent vs. non-urgent issues
  • Transfer or escalate where required

"Thanks for calling Addwell. To make sure I get you to the right person, can you please tell me why you're calling today?"

  • If the caller has a support issue, the AI continues into the support intake flow.
  • If the caller is calling about something else, the AI routes them to the appropriate team or human pathway.

Call Flow & Information Capture

The AI Support Receptionist follows a structured, six-step support intake process on every call.

1

Identify Intent

Ask why the caller is calling. Determine whether it's a support issue, billing query, sales enquiry, request for a specific person, or other.

2

Support Issue Intake

AI asks the caller to describe their issue, then repeats it back to confirm. "You said your card system is completely down - is that correct?"

3

Business Details

Collects business name, postcode, customer full name, and caller phone number. Detects caller ID and confirms: "Is this the best number to call you back on?"

4

Callback Timing

"When is the best day and time for a member of the support team to call you back?"

5

Confirmation

AI confirms: issue, business, caller name, callback number, preferred callback time, and priority status.

6

Logging

After the call, AI automatically logs all details into Addwell's shared Google Sheet — including urgency level, AI call summary, and call recording link.

In-Hours, Out-of-Hours & Emergency Logic

Addwell can have different call flows depending on whether the call happens during office hours or outside of them.

🕘 During Office Hours -Standard

  • AI collects details
  • AI logs the issue into Google Sheets
  • AI sends email/notification if required
  • Support team follows up based on priority

🚨 During Office Hours - Urgent

  • AI asks a short clarifying question
  • AI identifies urgency based on Addwell's rules
  • AI attempts a live transfer to the support team
  • If transfer fails, AI logs the issue and marks it urgent

🌙 Out of Office Hours

  • AI answers the call and collects all required details
  • Logs the issue into Google Sheets
  • Flags urgent cases
  • Tells the caller when/how the support team will respond
  • Triggers email/SMS/WhatsApp alert for high-priority issues

Emergency / Priority Detection Phrases…

The AI flags calls as urgent based on phrases such as:

1

"My card machine is down"

2

"We can't take payments"

3

"We are in the middle of service, and nothings working"

4

"This is urgent"

5

"I need to speak to someone now"

Integrations & Data

The AI Support Receptionist connects directly to Addwell's existing tools - no new platforms required.

Google Sheets Integration

Addwell currently uses a shared Google Sheet to track incoming calls and support requests. The AI will automatically populate the shared sheet with structured call data, reducing manual entry and improving visibility across the team.

Fields logged include:

  • Date/time of call
  • Caller name & business name
  • Postcode & phone number
  • Issue summary & urgency level
  • Preferred callback time
  • AI call summary & recording link
  • Urgent vs. non-urgent status

Email / SMS / WhatsApp Notifications

Optional alerts can be sent to specific channels for:

  • Every new support request
  • Urgent issues only
  • Missed transfer attempts
  • Out-of-hours urgent issues

Future Expansion: First-Line Support

The initial proposal focuses on basic support intake and message handling.

However, the system can be expanded in the future into a true first-line support agent.


Walk Through Troubleshooting Steps

Guide customers through basic troubleshooting steps for common EPOS and card machine issues.

Answer Common How-To Questions

Use Addwell's internal support articles to answer repeat queries in real time — without looping in a human team member.

Guide Through Simple Processes

Walk customers through simple EPOS or card machine processes step by step during the call.

Escalate Only When Needed

Escalate to a human only when the AI cannot resolve the issue - reserving the support team for complex or urgent cases.

Example future support question: "How do I update the price of a product in the system?"

If Addwell has internal documentation for repeat issues like this, the AI can walk customers through those steps in real time.

Implementation Plan & Timeline

From kickoff to go-live in approximately 3-4 weeks, assuming timely access and feedback from the Addwell team.

1

Phase 1 - Kickoff

Confirm call flow, business hours, emergency rules, Google Sheet structure, and notification preferences.

2

Phase 2 - AI Build

Build the core AI receptionist flow, configure support intake standards, voice, tone, fallback rules, and intent classification logic.

3

Phase 3 - Integrations

Connect AI call outputs to the shared Google Sheet, map fields to correct columns, configure optional email alerts, and test sample call records.

4

Phase 4 - Testing

Addwell team tests internally. Test common support, urgent, and non-support scenarios. Adjust prompts, wording, priority rules, and Sheet mapping.

5

Phase 5 - Go-Live

Route live calls to the AI. Monitor early performance. Review transcripts and call outcomes. Tune based on real-world usage.

Deliverables

Everything included in Phase 1 - fully built, tested, and ready for go-live.

AI Support Receptionist

Fully developed Addwell AI Support Receptionist with inbound intent classification flow.

Support Intake Flow

Complete support intake flow with emergency/priority flagging and in-hours/out-of-hours handling logic.

Google Sheet Integration

Automatic Google Sheet integration with structured call data logging and optional email notification workflow.

Call Transcripts & Summaries

Call transcript and summary capture for every AI-handled call, with recording links logged automatically.

Internal Testing & Tuning

Full internal testing and tuning across common, urgent, and non-support call scenarios before go-live.

Go-Live Support

Hands-on go-live support with early call monitoring, transcript review, and real-world performance tuning.

Pricing & Terms

One-Time Setup

£295

Includes AI receptionist setup, support intake flow, Google Sheet integration, testing, and initial configuration.

Monthly Maintenance

£295/mo

Includes support, monitoring, minor flow updates, manual call recording review, Google Sheet workflow maintenance, error handling, and ongoing performance optimization.

AI Usage & Telephony

AI voice usage and telephony are billed separately based on actual minutes used. Estimated monthly usage cost is expected to be relatively low based on call volumes.

AI Usage & Telephony Billing

AI voice and telephony usage is billed at cost - transparently and based on actual minutes used.

~$0.12

Per Minute

Approx. $0.10–$0.15 USD per minute of AI talk time

~£6

Per Hour

Approx. £5.35–£6.70

per hour of AI talk time

~£45

Per Month

Expected monthly usage cost £30–£60 based on 1–2 min support intake calls

Support & SLA

AYB AI Support Hours


Monday – Friday, 9am – 7pm UK time:

Available via Zoom, email, Slack, or WhatsApp.

Ongoing Optimization Includes

  • Minor call flow updates
  • AI receptionist performance optimisations
  • Google Sheet field changes
  • Emergency rule refinement
  • Manual review of call recordings

Response Targets

Assumptions, Risks & Mitigations

Assumptions

Addwell provides access to the shared Google Sheet for tracking

Addwell confirms business hours and escalation rules

Addwell confirms which issues should be marked urgent vs. non-urgent

Addwell confirms whether live transfer should be enabled during office hours

English-only scope for Phase 1

Risks & Mitigations

Next Steps


Step 1

Review this proposal and pricing with the Addwell team.

Step 2

Schedule a Zoom call for rest of team to see the Addwell AI Receptionist working live in action.

Step 3

Sign service agreement (Month-to-month - no long term lock-in required).

Step 4

Confirm the initial call flow, Google Sheet fields and access, business hours, emergency rules, and escalation process.

Step 5

AYB AI begins custom development of the Addwell AI Support Receptionist with delivery in ~3-4 weeks