Overview
The workspace a business owner lands on: today's activity, recent call outcomes, and what needs a human next — one screen instead of a voicemail inbox.
Client demonstration
The receptionist dashboard, surface by surface.
This is the real product interface, captured with synthetic business data so you can evaluate it without an account.
Simulated preview — synthetic business and call data. No live account, no customer information, and nothing on this page places calls or creates charges.
01 · The dashboard tour
Five surfaces a business actually uses.
Calls
Every handled call as an operational record: who called, what the receptionist did, the outcome, and what was handed to a person. No raw recordings are retained by default.
Contacts & follow-ups
Callers become contacts with history attached, so follow-ups happen from context — not from memory.
Appointments
Bookings the receptionist takes land on a real schedule, with confirmations tracked through to completion.
Availability & configuration
The business stays in charge: open hours, appointment types, and what the receptionist may offer are configured here — every automated behavior has an off switch.
02 · CRM & operations
Where the call ends up: a capability demonstration.
The map below walks the same seven steps a project or inquiry moves through in a SiteMint-built CRM. Every name in it is invented for illustration — the real SiteMint Operations CRM is private, role-protected, and never shown publicly.
- 01 · Workflow step
Discovery submitted
- What comes in
- A structured intake brief — business details, goals, current tools, and budget range — submitted through the discovery flow, never a bare contact form.
- What SiteMint organizes
- SiteMint creates a new project record and a contact record the moment the brief lands, tagged with its source and every intake answer attached as notes.
- What automation may run
- A webhook pushes the submission into the pipeline and fires an acknowledgment email within a minute. No automation touches pricing or scope.
- What the team sees
- A new card in the Discovery column with the full brief attached, visible to the assigned reviewer — nothing is client-facing yet.
- Useful next action
- A reviewer reads the brief and replies with a straight answer or books the discovery call.
New project recordIllustrative example — not a real client recordContactJordan — Bloom DentalSourceDiscovery brief · webStageDiscovery submitted
01 · Workflow step
Discovery submitted
- What comes in
- A structured intake brief — business details, goals, current tools, and budget range — submitted through the discovery flow, never a bare contact form.
- What SiteMint organizes
- SiteMint creates a new project record and a contact record the moment the brief lands, tagged with its source and every intake answer attached as notes.
- What automation may run
- A webhook pushes the submission into the pipeline and fires an acknowledgment email within a minute. No automation touches pricing or scope.
- What the team sees
- A new card in the Discovery column with the full brief attached, visible to the assigned reviewer — nothing is client-facing yet.
- Useful next action
- A reviewer reads the brief and replies with a straight answer or books the discovery call.
New project recordIllustrative example — not a real client record
ContactJordan — Bloom Dental
SourceDiscovery brief · web
StageDiscovery submitted
Ready when you are.
The AI Receptionist is in private, invite-only beta. Request access and we will walk your business through setup.