🏦 BFSIInbound
Follow Up · English
Answers a finance enquiry and logs the request.
1:07
INBOUND AI receptionist for incoming calls
An AI receptionist that answers every incoming call
Missed calls are missed customers. Troika's AI receptionist picks up your incoming calls, greets callers, answers common questions from your own information, captures their details, books appointments and transfers urgent callers to a person.
- Answers from your documents
- Books appointments
- Transfers urgent callers
Why it matters
Every unanswered call is a customer who called someone else
Calls come in during lunch, after hours, during busy mornings and when your team is already on another line. Most callers do not leave a voicemail; they call the next business.
An AI receptionist answers with a greeting built for inbound calls, understands what the caller needs and handles the common requests itself: information, bookings and callbacks.
When a caller needs a person, it transfers the call to your team, and every call is recorded and summarised so nothing is lost.
On every incoming call
What the AI receptionist does
- 01Greets the callerAnswers with your business name and an inbound greeting.
- 02Understands the requestWorks out whether the caller wants information, a booking or a person.
- 03Answers from your documentsUses the PDFs and documents you provide to answer common questions accurately.
- 04Captures detailsSaves the caller's name, number and requirement as a lead.
- 05Books or schedulesBooks an appointment in your slots or a callback at the caller's preferred time.
- 06Transfers when neededConnects urgent or high-value callers to your team.
Hear it on your own phone, right nowCall our AI agent and talk to it like a customer would. It answers instantly.
Who uses it
Businesses that use an AI receptionist
🩺
Clinics
Appointment requests, timings and directions, with medical questions passed to staff.
🏢
Real estate offices
Project enquiries from hoardings and ads, with site visits booked.
Real estate AI calling →🎓
Coaching and colleges
Course, fee and batch enquiries during admission season.
AI calling for education →🛠️
Service businesses
Service requests and bookings for repairs, interiors and more.
🏨
Hospitality
Booking enquiries and confirmations.
🏦
Finance and insurance
Enquiries logged and routed to the right advisor.
🛍️
Retail
Store timings, product availability questions and callbacks.
🌙
After-hours calls
Capture callers outside office hours instead of losing them.
Real inbound call
Hear an inbound AI call
A real inbound finance enquiry answered and logged by Troika's AI agent, plus a live transfer.
🏢 Real EstateOutbound
Live Transfer · English
Hands a warm buyer straight to the sales team, mid-call.
0:44
Setting it up
How to set up an AI receptionist well
Give it your real information
Upload your FAQs, price lists, timings and policies as documents. The better the information, the better the answers.
Decide what it should never answer
Medical advice, legal questions or anything needing approval should always go to a person.
Choose the transfer number
Pick who receives transferred calls and what happens if nobody answers: continue, take a callback or end politely.
Review summaries daily
Call summaries show what callers ask most. Add those answers to your documents.
See every plan and price in 10 secondsEnter your number and the plans unlock instantly. No sales pressure.
FAQ
AI Receptionist for Inbound Calls: common questions
01What is an AI receptionist?
An AI receptionist is an AI voice agent that answers your incoming calls, handles common requests such as information and bookings, captures caller details and transfers urgent callers to your team.
02Can it answer questions about my business?
Yes. You provide your information as documents (PDF, DOCX or TXT) and it answers common questions from them.
03Can it book appointments?
Yes. It books appointments in the slots you define, or schedules a callback at the caller's preferred time.
04What happens if the caller wants a person?
It transfers the call to your team's number. If nobody answers, it follows the fallback you choose.
05Does it work outside office hours?
It answers whenever calls come in, so after-hours callers are captured instead of lost.
06Which languages can it answer in?
English, Hindi, Marathi, Gujarati, Tamil, Telugu, Kannada, Bengali and Malayalam.
Explore
More about Troika AI calling
Try it on your own phone
Let our AI agent call you right now
Enter your number and we will set up a live AI demo call for you. Hear the voice, interrupt it, ask it questions, in Hindi or English.
- No setup needed for the demo
- Hindi, English & regional languages
- Takes 2 minutes