Plain-English answers
Yes, and you decide how. Your agent is built around how you want to be kept in the loop, not a cookie-cutter setup. The options: a summary and transcript of each call sent to your inbox, a text when something needs you now (a new booking, an urgent call), and a live transfer when a hot lead is on the line, with the caller's details already in front of you. Use all three, or only the ones that fit how you work.
The fear underneath this question is reasonable: handing your phone to software sounds like losing sight of your own business. So it's worth walking through exactly what reaches you, when, and who decides. That last part is the one most vendors skip.
Last updated: October 2026
New booking, cancellation, urgent call, hot lead: the events you'd want to know about while they're still fresh arrive as a short notification that says what happened, who called, and what's next. Enough to act on, short enough to read on a job site.
Turn this on and every call, including the ones that never needed to bother you, lands as a written summary with the full transcript attached. What the caller wanted, what the agent did, what (if anything) is waiting on you. Ten calls happened today; you read ten short paragraphs tonight, or search them next month when a customer says "I called about this in August."
Some calls shouldn't become messages at all. A caller who's ready to buy, an emergency, whatever you define as "get me now": for those, the agent brings you onto the call while the caller is still on the line, and hands you the context as it does. Name, need, timeline. You pick up already knowing the story, and the caller never repeats themselves. That handoff mechanic is covered in more depth in what happens when the AI can't answer.
You do, and this is the part to press any vendor on. "Urgent" for a plumber (water where it shouldn't be) is not "urgent" for a law office (a court date moved). The rules for what gets a text, what gets a transfer, and what quietly files itself to email are set when your agent is built, from your answers to one question: which calls do you want to be interrupted for?
Those rules aren't fixed, either. If the first week teaches you that you're getting texted too often, or not often enough, the thresholds move. The agent applies your rules; it doesn't invent its own judgment about what deserves your attention.
Notifications and summaries arrive quickly, but we don't promise delivery windows, and neither should anyone else. Text and email delivery involves networks nobody fully controls. What we can say plainly: the information is captured the moment the call happens, and nothing about a call exists only in the agent's memory.
If a hot lead is transferred and you can't answer, the agent doesn't lose the caller. It falls back to capturing the details and flagging the call so you can ring back the moment you're free. A fast callback with full context is the honest floor; a live connection is the ceiling.
The point of the tiers is that seeing everything doesn't mean reading everything in real time. The inbox is an archive, not a to-do list.
Call our demo line at +1 855-952-4546 and tell the agent you need someone right away, then listen to what it does. The first agent is free to build: no cost, no contract, and you decide afterward whether to keep it.
Yes, in whatever way you choose. Your agent can send a written summary and transcript of each call to your inbox, text you when a call needs attention now (a booking, a cancellation, an urgent call), and transfer hot leads to you live while the caller is still on the line. Each business picks the combination that fits how it works.
Yes, if you want it. For calls you've defined as transfer-worthy, such as a ready-to-buy lead or an emergency, the agent brings you onto the live call and passes along the caller's name, need, and details, so the caller never has to repeat themselves. If you can't pick up, the agent captures everything and flags the call for an immediate callback instead.
You do. The rules for what triggers a text, what triggers a live transfer, and what files quietly to email are set when the agent is built, based on which calls you want to be interrupted for, and they can be adjusted any time once you see how they feel in practice.
You can. Call summaries with the full transcript attached can be sent to your inbox for every call, including routine ones that never triggered a notification, so you can search past calls later. It's one of the options you choose when the agent is set up.
No. That's what the tiers are for. Routine calls file themselves to email without interrupting you; only the events you've flagged as important produce a text, and only your hottest call types produce a live transfer. If the balance feels wrong in the first week, the thresholds move.
Call the demo line and tell the agent you need someone right away, then we'll build one around your business, free.
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