AI receptionist for small business: calls, bookings and handoffs
What an AI receptionist does on a real call, the rules that apply, a sample greeting and a pass/fail checklist to launch one safely.
Registrants confirmed before the day, sponsor enquiries called back, and attendees surveyed afterwards, without adding phone staff for the peak.
Registrations look healthy, but you will not know who is really coming until the doors open. Sponsor enquiries wait in an inbox, and feedback depends on a survey few people answer. This agent phones registrants to confirm attendance and answer agenda questions, calls back sponsor and exhibitor leads, and runs short post-event surveys, all logged in your CRM.

AI Outbound Calling Agent for Events phones registrants before the event to confirm attendance and answer agenda questions, calls back sponsor and exhibitor enquiries for your sales team, and runs post-event follow-up surveys. It reads registrations from Eventbrite or Cvent and logs every outcome in your CRM.
Event teams hit the busiest phone weeks while juggling logistics, so calls slip. Unconfirmed registrants turn catering and seating into guesswork, sponsor leads go cold, and emailed surveys come back half-empty. This agent works through your registrant and enquiry lists on schedule, answers from your approved event pack and hands pricing and negotiations to your team. Between events it costs close to nothing to keep. The Scope Card fixes the flows, systems and calling rules in writing before you order, so you can plan the run-up with confidence.
The agent phones registrants before the event to confirm attendance. It reads registrations from Eventbrite or Cvent and logs who is coming in your CRM.
During confirmation calls the agent answers agenda questions from your published program. Anything it cannot answer is passed to your team by live transfer. Your team only hears the questions that genuinely need them.
The agent calls these enquiries back and captures what the company is interested in. Your sales team receives a logged outcome in the CRM, ready to continue.
A short survey call goes out after the event using the Events workflow template. Answers are recorded against each attendee for your planning team. You get feedback while the day is still fresh in people's minds.
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $8,400 |
| Express | 15–25 working days | $9,450 |
| Rush | 10–20 working days | $10,500 |
Before you start: Record registrations, check-ins and survey responses from your last event. Note how long sponsor enquiries waited for a reply.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
You pay once for the build. Calling costs land in your own voice, AI and telephony accounts at roughly $0.13 to $0.31 per connected minute all in, plus number rental, and they cluster around each event rather than spreading evenly through the year.
Eventbrite, Cvent and CRM fees, and AI usage during build and testing, are billed to you directly.
Ask about running costsRunning several events at once with separate lists and scripts, or adding a third system such as a badge or venue tool, sits beyond the Scope Card. Add a note at checkout for a written Change Quote.
Request a custom versionOptional monthly maintenance covers monitoring, fixes and monthly change hours, enough to load a new agenda and sponsor pack before each event. It starts after the 30 days of support.
$420/mo (5% of the build price a month, includes 4 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance works| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | An event calling tool bills per seat during the campaign | A telemarketing team quotes per campaign | Ours is one fixed price, shown on this page before you buy |
| Show-up visibility | You see registrations, not intentions | A summary arrives after the campaign | Ours logs each confirmation or cancellation against the registration |
| Sponsor enquiries | Wait in a shared inbox | Called from a generic script | Ours calls back with your packages and hands over to your lead |
| Delivery | Quick to sign up, slow to script | Usually several weeks of briefing | Ours has a fixed delivery time shown before you buy, with faster options |
Yes, either can be one of the two connected systems. The agent reads registrations and ticket types to build call lists, and logs confirmations or cancellations against each registration. Your CRM is normally the second system, holding sponsor and exhibitor records and the transcripts from every call.
Whatever is in the event pack you approve, such as session times, speakers, venue directions, parking or accessibility notes. If an attendee asks something the pack does not cover, the agent says it cannot confirm that and logs the question for your team, rather than guessing at a detail that might change.
The agent calls back each enquiry, describes your packages from the material you supply, and asks the questions your sponsorship lead needs, such as which package interests them and their budget range. Interested contacts are transferred live or given a meeting request. Pricing negotiations always stay with your team.
Yes, within your telephony account's capacity and the calling windows you set. Calls work through the list in the order you choose, such as VIP tickets first, and retries follow your limits. Expect your call-minute costs to cluster around each event, since that is when most calls happen.
A short call to attendees you select, thanking them, asking your fixed survey questions and noting whether they want to hear about the next event. Spoken answers are logged with transcripts in your CRM. Questions are set in your script, so responses stay comparable across events.
Roughly $0.13 to $0.31 per connected call minute all in, plus number rental, paid directly to your own providers. Between events the cost is close to just number rental, because calls cluster around each event. Monthly maintenance is optional and covers refreshing scripts and event packs. The one-time build price is in the panel on this page.
Work back from the date your first confirmation calls need to start. The delivery panel on this page shows the timeline for each speed, and the faster options if your event is close. Intake is due within 72 hours of ordering, and delays push the date, so have your Eventbrite or Cvent access and event pack ready before you buy.
Order AI Outbound Calling Agent for Events and registrants, sponsors and exhibitors get the right call before and after every event, live on a fixed delivery date.

Summarizes calls into notes, outcomes and next steps in your CRM.

