AI Receptionist
Give callers a useful next step when agents are busy.
Built for: Brokerages that lose after-hours or overflow calls to voicemail today, and want those calls routed the same way a web lead already is.
Where this breaks down today
A potential buyer calls after hours or while the agent is in a showing. Voicemail captures the interruption, but the office still needs the caller’s request and a responsible person for the next step. Supported receptionist handling brings that information into the follow-up process.
- A 6:40pm buyer inquiry goes to voicemail instead of a live answer.
- Live, missed, and voicemail calls end up in separate places, so nothing forces a callback.
- A social comment or DM asking about a listing sits outside the lead pipeline entirely.
How The Forge addresses it
- 1
Every call lands in one queue
Proposed, not yet verified: Live, missed, and voicemail calls the receptionist handles all land in the same queue — nothing sits in a separate voicemail box no one checks.
- 2
Caller matched to the same record
Proposed, not yet verified: The caller is matched to the same contact and lead record a web inquiry or referral would create, or a new one opens automatically.
- 3
Qualification captured in a transcript
Proposed, not yet verified: What the caller wants and why is captured in a transcript and qualification notes attached to that record, not left in someone's memory.
- 4
Routed by the same rule as any lead
Proposed, not yet verified: The call routes to an agent by the brokerage's existing rule — round-robin, territory, or team — the same rule a web lead follows.
- 5
Appointment booked or handed off
Proposed, not yet verified: A showing gets booked directly, or a follow-up task lands with a named owner and a response window, same as any other lead.
- 6
Escalated when a person is needed
Proposed, not yet verified: A call that needs a person right away — an emergency, an existing client, a complaint — escalates to a person instead of staying with the receptionist.
Listing to lead, on social
Proposed, not yet verified: A listing photo posted to Instagram and a phone call from a sign rider should not live in two different worlds. The social publishing layer moves a listing from content to a scheduled post. Any inquiry it generates lands on the same lead record a call or web form would create.
- 1
Listing content moves into the workspace
Proposed, not yet verified: Photos, copy, and listing details start in the same workspace as the listing record itself, not a folder no one can find.
- 2
Brand and fair-housing templates apply
Proposed, not yet verified: Content runs through the brokerage's brand templates and fair-housing disclosure gate before it goes anywhere near a review queue.
- 3
Broker approval before anything schedules
Proposed, not yet verified: A broker or authorized reviewer approves the post before it can be scheduled — no listing content publishes without that step.
- 4
Calendar and scheduled publishing
Proposed, not yet verified: Approved posts sit on a shared content calendar, and every publish attempt reports an honest status — published, or the specific reason it could not be.
- 5
Inquiries land on the same lead record
Proposed, not yet verified: A comment, DM, or form reply from that post is matched to the same contact and lead record a call would produce, or opens a new one.
- 6
Organic and paid stay separated
Proposed, not yet verified: Organic reach and paid campaign performance are tracked separately, so a listing's traction is never blended with what was paid to promote it.
- A paid campaign's budget only goes live after a different approver than the requester signs off on it.
- Spend can never exceed what was approved, and provider cost, media spend, and Forge's own management fee are always itemized separately.
- Nothing paid activates automatically — every campaign starts stopped until someone with approval authority turns it on.
Provider connectors
See current availability by plan, provider, and rollout stage
What employees see
- Proposed view, not yet verified: The caller matched to the same contact and lead record a web inquiry or referral would create — or a new one opens automatically.
- Proposed view, not yet verified: Qualification notes and a transcript attached to that record, not left in someone's memory.
What managers control
- Proposed view, not yet verified: Recordings are kept only where consent is captured and configured — that setting belongs to the brokerage, not a default The Forge sets.
- Proposed view, not yet verified: Each call's cost shows on the call record itself, and call volume, response time, and per-call cost roll into the same reporting lead routing already uses.
Integrations required
- A supported telephony provider, configured and tested for this brokerage; provider availability alone does not verify the complete handoff
- Facebook, Instagram, LinkedIn, TikTok, X, and Google Business Profile, for the social-publishing loop below
Security & data
Agent, team and office record separation has not been verified. Tenant isolation is not proof of private agent or commission access. Review and test exact permissions before entering confidential records. Immediate escalation to a person for emergencies, complaints or existing clients must be verified before relying on the receptionist.
AI Receptionist — questions
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Read the guide- Proposed view, not yet verified: Recordings are kept only where consent is captured and configured — that setting belongs to the brokerage, not a default The Forge sets.
- Proposed view, not yet verified: Each call's cost shows on the call record itself, and call volume, response time, and per-call cost roll into the same reporting lead routing already uses.
- Proposed view, not yet verified: The caller matched to the same contact and lead record a web inquiry or referral would create — or a new one opens automatically.
- Proposed view, not yet verified: Qualification notes and a transcript attached to that record, not left in someone's memory.