Frequently Asked Questions

Intelligent Assistant is a remote receptionist service that provides businesses with professional call handling, appointment scheduling, message forwarding, and more. We help you stay connected with clients and streamline your operations without the overhead costs of hiring in-house staff.

Once you sign up, we work with you to build a custom call flow. Our team answers calls using your business name, follows your specific instructions, and either routes the call, takes a message, books an appointment, or performs admin tasks like CRM logging or intake processing. Everything is designed to feel seamless and on-brand for your company.

Yes. Our plans offer around-the-clock coverage, including weekends and holidays. Whether you're in the office, on the go, or off the clock, our team ensures you never miss a call or a client opportunity.

Absolutely. We tailor our services to your exact needs. You can specify how calls are answered, what questions we ask, what information we collect, when and how calls are forwarded, and what tasks to perform after the call—like appointment booking, CRM entry, or follow-ups.

No special equipment is required. Intelligent Assistant works with your existing phone system and tools. You don’t need to install any hardware—just let us know your preferences and we’ll handle the rest.

Each plan offers a different level of support depending on your business needs:

Start-Up Plan: Budget-friendly coverage with essential services like live call answering, message forwarding, and basic scheduling.

Growth Plan: Adds call transfers, inbox triage, rescheduling, and light CRM support—ideal for scaling teams.

Pro Admin Suite: Includes full calendar coordination, CRM management, outbound calls, and advanced administrative workflows.

Premier Executive: Our most robust plan, offering high-touch support including lead nurturing, intake automation, advanced reporting, travel booking, and more.

Getting started is easy. Simply sign up for your free month, choose your plan, and we’ll walk you through setup. Our onboarding team will help customize your call scripts, schedule preferences, and integrations so you're ready to go quickly.

Yes. You can upgrade or adjust your plan at any time as your business needs evolve. Just reach out to our support team and we’ll make the changes for you.

No. Our services are billed monthly and there’s no long-term contract. You can cancel anytime with no penalties or hidden fees.

If you ever need to cancel, just contact our support team via phone or email. We’ll process your cancellation promptly and ensure your services are wrapped up professionally.

By providing consistent, professional, and friendly support every time someone contacts your business. Our trained receptionists follow your specific instructions, speak your brand’s language, and ensure callers receive the attention they deserve—without long waits or dropped calls.

Yes. We work with most major phone systems and VoIP providers. Whether you use a traditional landline or cloud-based system, we can route calls to and from your number seamlessly.

Our plans are built to scale. While each plan includes a defined number of call handling hours, we can accommodate high call volumes and customize additional support as needed.

You can update your call handling instructions, scheduling preferences, or any other settings at any time. Just contact our support team and we’ll make the changes quickly.

Security is a top priority. All data is handled in accordance with industry best practices. We use secure systems, encrypted connections, and internal protocols to ensure your information and your customers’ data are always protected.

Yes. All of our plans include 24/7 availability. Whether it’s after hours, weekends, or holidays, our team is always on so your business stays responsive.

We offer flexible add-ons and can tailor a custom plan to suit your business needs. If you need more hours, additional features, or specialized services, just contact us and we’ll work with you to build the right solution.

Absolutely. All of our plans include appointment scheduling, and higher-tier plans offer advanced calendar management and rescheduling support. We can work with your calendar tools to manage bookings in real time.