Buyer checklist
What to test before choosing an AI receptionist
Seven jobs to check during a trial or a live walkthrough, what a pass and a fail look like, and what to get in writing before you sign.
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Published by DavidAgents, maker of AgentsFast. Editorial policy
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01
Calls & messages
Answering, texting and knowing when a person should step in.
Explainer
What an AI receptionist price actually includes
Per call, per minute or per month: what each kind of price covers, what it can leave out, and how to work out the cost for your own calls.
Explainer
Can AI answer texts sent to your existing business number?
What decides whether an AI service can answer texts to your number: mobile versus business numbers, keeping calls while texting moves, and why texts, iMessage, WhatsApp and Instagram are separate.
02
Websites & booking
Pages you can edit. Bookings that mean what they say.
Documented comparison
Shopify or Wix: what does your business actually sell?
A store, a treatment studio and a trainer need different tools. Compare commerce, booking, staff access and the full cost of the setup.
Buyer checklist
Before you choose an AI website builder, try these edits
Ten everyday edits to try before you choose, good and warning signs, and what to ask the vendor about domains, exports and plans.
Explainer
Forms, appointments or class registration: what does your website need?
A contact form, a booking page and a class sign-up look alike, but only some hold a place. Which one your site needs, and what to check before you go live.
Explainer
Website, store or AI team: what are you paying for each month?
A website plan, an online store and an AI team are different purchases. Published prices for Squarespace, Shopify and AgentsFast, and how to tell which one you need.
03
Customer work
Follow-ups, job systems and taking your records with you.
Documented comparison
HubSpot, Pipedrive or Zoho CRM for a small team?
Free-user limits, email automation, paid-plan gates and a three-person budget—with a clear shortlist for different businesses.
Buyer checklist
Before an AI follows up with your customers, check these controls
Eight controls to check before an AI sends follow-ups to your customers, and what to ask the vendor.
Documented comparison
Jobber, Housecall Pro and AgentsFast for a small service business
How Jobber, Housecall Pro and AgentsFast describe estimates, appointments, payments and customer updates, where their plans differ, and what to check before you choose.
Buyer checklist
Can you take your customer records with you?
Before switching software, move one complete job. How a contact export, a migration and a backup differ, a one-job test and a worksheet for checking what arrived.
04
AI teams
Where AI works, who sets it up and what stays in your hands.
Documented comparison
Where should your AI work, and who sets it up?
Lindy, Relevance AI and AgentsFast start from different places. What each publishes about where the work happens, who sets it up, reviews and approvals, and how usage is counted.
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