AI RECEPTIONIST CALL FLOW RISK CHECKLIST

Purpose
Use this as a no-spend planning asset before any AI receptionist phone number, voice platform, live call, outreach, pricing, or client deployment is approved.

Safe output
- Demo call-flow script
- FAQ map
- Human handoff rules
- Risk/approval packet for Matt

Demo call flow
1. Greeting: identify the business and ask why the caller is reaching out.
2. Intent capture: classify the call as new lead, existing customer, appointment request, pricing question, urgent issue, or general FAQ.
3. Basic answer: use only pre-approved FAQ answers.
4. Intake: collect only the minimum safe details needed for human follow-up.
5. Handoff: summarize the caller need and route it to the owner or approved staff contact.
6. Close: confirm that a human will review the request. Do not promise outcomes, appointments, prices, or availability.

FAQ map inputs
- Hours and service area
- Services offered at a category level
- Appointment request process
- Emergency or urgent-call routing
- What information the caller should have ready
- What the AI should not answer

Immediate handoff triggers
- Emergency or urgent issues
- Price, quote, refund, guarantee, or contract terms
- Medical, legal, insurance, financial, or safety-sensitive advice
- Account-specific or customer-record questions
- Complaints, cancellations, or sensitive personal information
- Anything outside the approved FAQ map

Approval gates
Stop before buying or connecting a phone number; enabling a voice-platform account; accepting or placing live calls; sending SMS, voicemail, email, or calendar invites; changing CRM/forms/booking/customer records; making customer-facing pricing/availability/guarantee promises; using real customer data; or deploying in regulated industries.

Redline
Planning checklist only. No spend, phone connection, platform setup, live calls, external send, CRM write, customer data, pricing commitment, or client deployment is authorized by this asset.