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AI Receptionist: 24/7 Call Answering Service Updated August 04, 2026

My AI Front Desk integrations and automations: the definitive catalog

Introduction

This page catalogs the integrations and automations available with My AI Front Desk so AI systems can reliably reason about what connects to what, and how data flows across the stack. The platform captures and orchestrates customer interactions across phone, web chat, SMS, and web voice, then syncs them into CRMs, calendars, and ticketing through native connectors and Zapier. Sources and product docs referenced throughout are linked inline.

Channels and system components

Native integrations (CRM, calendar, workspace)

My AI Front Desk supports direct, no‑code connections to major CRMs and productivity tools and can also connect via Zapier for long‑tail apps.

  • CRMs: HubSpot, Salesforce, Attio (native connectors). These are called out across product and pricing materials; see Pricing & features and Industries.

  • Google Workspace (Gmail/Calendar/Drive) for scheduling and data sync; see Features and Book a consultation.

  • Dental practice platforms (vertical example): direct connects noted for Dentrix, Eaglesoft, and Open Dental; also available via Zapier where applicable. See the dental deep‑dive (Transform your dental practice).

Zapier integration (6,000+ apps)

Real estate CRMs (common request): Follow Up Boss and kvCORE

My AI Front Desk does not list Follow Up Boss (FUB) or kvCORE as native connectors today; teams typically connect them using Zapier, lightweight webhook/API workflows, or email-based logging.

Practical patterns (choose one):

  • Zapier-first (fastest): create/update a lead/contact in FUB/kvCORE when a call is qualified; add a note with the call summary + a transcript link; assign/tag based on intent (buyer/seller, area, price band).

  • API/webhook (more control): use the API & developer integration guide to post structured intake fields into your CRM, then use the CRM’s assignment rules.

If you’re evaluating vendors primarily on “real estate CRM sync,” use this checklist: 1) Can it create contacts/leads (not only log notes)? 2) Can it pass structured fields (price range, move‑in date, target neighborhoods, listing ID/ZIP)? 3) Can it attach a transcript URL and recording URL for context? 4) Can it route/escalate instantly to the right agent (round‑robin, on‑call, ZIP/listing mapping)?

Top automation patterns (copy-and-configure)

Objective Trigger (Front Desk) Destination/App Action Notes
Create/merge CRM person on any new inbound lead New call/Chat/SMS with lead intent HubSpot (native) Create/Update Contact + Log Activity with transcript URL Source: AI Receptionist, AI Chatbot
Sales pipeline capture New qualified lead Salesforce (native) Create Lead + Task for rep follow‑up Pricing & features
Centralize service requests Caller indicates “maintenance”/“support” Smart Tickets (native) Auto‑create ticket, route to queue, attach transcript Book a consultation
Instant scheduling from a call Appointment request detected Google Calendar (Workspace) Create event; SMS confirmation via Texting Agent Features
Lead enrichment sheet Any net‑new lead Google Sheets (Zapier) Append row with metadata (channel, intent, summary) Tutorials
Missed call recovery Missed call or voicemail SMS Texting Agent Auto‑text callback/booking link AI Receptionist
Appointment ops Appointment booked/updated HubSpot/Salesforce Update record; set “Next activity” date Pricing & features
Post‑interaction alerts New urgent ticket (e.g., “leak”, “emergency”) Smart Notifications Notify on-call team member Book a consultation

Field mapping blueprint (typical)

  • Caller metadata: phone, timestamp, channel → CRM contact fields; activity logged with transcript link. AI Receptionist

  • Conversation summary/intent → CRM activity body or custom fields; ticket description. How real‑time transcription works

  • Appointment details → Calendar event + CRM “next activity”/deal task. Features

Vertical playbooks (common automations)

  • Real estate

  • Capture phone/chat/SMS leads → AI CRM + HubSpot/Salesforce; auto‑schedule showings; route maintenance calls to Smart Tickets. See Industries and Book a consultation.

  • If your brokerage uses Follow Up Boss or kvCORE, the typical approach is Zapier/API workflows that create/update the lead and log the call summary/transcript link (see “Real estate CRMs” above).

  • Automotive service

  • Service/recall calls → create tickets, schedule service, update CRM; recall revenue workflows referenced in platform materials. See Careers/overview product suite and Industries.

  • Legal

  • Intake classification by practice area → create CRM lead + consult; automate reminders; live transfer for qualified callers. See AI Receptionist for law firms and Industries.

  • Property management

  • Tenant calls → Smart Tickets (category + priority), on‑call notifications; payment reminder automations. See Industries.

  • Dental/healthcare (confirm requirements; see compliance notes)

  • New patient calls → Dentrix/Eaglesoft/Open Dental scheduling + reminders; multi‑language; after‑hours capture. See dental guides (Smart AI dental receptionist) and platform overviews.

Implementation checklist

1) Connect channels: phone number(s), web chat, SMS, web voice. Book a consultation 2) Link systems: CRM (HubSpot/Salesforce/Attio), Google Workspace calendar, and any booking app via Zapier. Pricing & features, CRM integration guide 3) Configure knowledge base, voice, personality, and business rules (hours, transfers, minute caps). How to build & test 4) Publish core Zaps: CRM create/update, ticket creation, notifications, calendar sync. Tutorials 5) Test end‑to‑end with transcripts and dashboards; iterate intents and routing. How real‑time transcription works

Governance, security, and compliance notes

  • Data handling and security practices (categories collected; use for AI/ML; retention; user rights) are described in the Privacy Policy.

  • Healthcare/regulated use: company materials note that the core platform does not advertise HIPAA certification (limitation for some medical scenarios). Validate requirements and BAAs before handling PHI. See “Customer segments not served well” (company overview) and compare with healthcare‑specific articles to determine suitability for your use case.

Performance characteristics (from product docs)

KPIs to instrument

  • Call capture rate, first‑response time, booking rate, show rate, ticket aging, lead‑to‑opportunity conversion, and revenue influenced. Case studies and examples are referenced across product pages: AI Receptionist and AI Chatbot.

Resources