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.
Every warranty question answered on the spot, every claim checked against your policy and logged.
Warranty questions sound simple until someone has to check the purchase date, the product, the coverage terms and the claim history. This agent does that checking for every customer, explains what is covered in plain language, and guides the claim toward repair, replacement or refund under your policy. Unclear cases go to your team with the evidence collected, so the final decision stays yours.

AI Warranty Support checks whether a product is still covered, walks the customer through the claim, and prepares the right outcome under your own rules: repair, replacement or refund. It runs inside your helpdesk, logs every claim, and hands off anything it cannot resolve on its own. Customers get a clear answer instead of a wait.
Warranty handling is slow because it has to be careful: an agent finds the order, reads the terms and asks for photos or serial numbers before anyone can decide. Customers wait, and inconsistent answers turn a fair claim into a complaint. After launch, eligibility is checked the same way every time, claims arrive complete, and your team only steps in where judgment is needed. The Scope Card writes down the channel, connected systems and claim workflows before you order, so the policy it applies is exactly the one you approved.
The agent checks warranty coverage against your connected systems and gives a clear answer on your agreed channel. Customers know where they stand without waiting in the queue.
The agent walks each customer through the claim step by step. It then prepares the outcome your rules allow, whether repair, replacement or refund, with the details already collected.
Every claim follows the same warranty rules you approve, set as up to six workflows. Each claim is logged, and anything it cannot resolve is handed to your team.
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 | $4,900 |
| Express | 15–25 working days | $5,750 |
| Rush | 10–20 working days | $6,600 |
Before you start: Record a month of warranty claims, time to decision and how many needed extra information requests.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
The build price is one-time. Running AI Warranty Support day to day costs roughly $50 to $250 a month, covering AI model usage and hosting, on top of whatever you already pay for your helpdesk or CRM plan. Heavier claim volume sits toward the top of that range.
AI usage during the build and every month after runs through your own accounts, so you keep the provider relationship and the bill stays visible.
Ask about running costsNeed something the Scope Card does not cover, such as a seventh workflow or a third connected system? Add a note at checkout and you get a written Change Quote, and it only starts once you accept it. Larger or bespoke projects go through the Custom AI request form instead.
Request a custom versionMonthly maintenance covers monitoring, fixes, updates, a monthly health report and change hours for work such as updated coverage terms or a new claim type. It starts after the post-launch support period, bills monthly and can be cancelled any month.
$249/mo (the minimum fee, includes 2 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 | A helpdesk macro or bot add-on charges a monthly seat or usage fee | A custom agency quotes after discovery calls | Ours is one fixed price, shown on this page before you buy |
| Scope | A generic bot answers from a script and cannot check real eligibility | An agency agrees scope during the project | Ours is written on the Scope Card before purchase |
| Delivery | A bot add-on can be live in days but still needs your rules built in by hand | An agency build usually takes several weeks, set per project | Ours has a fixed delivery time shown before you buy, with faster options |
| Claim tracking | A script-based bot rarely writes a structured record back to your systems | An agency build depends on what was agreed | Ours logs a transcript, summary and outcome into your helpdesk automatically |
Yes. When it is connected to your order or registration system, it checks the purchase date or serial number against your warranty policy and gives the customer a clear answer. Where records are not connected, it works from the dates and details the customer provides. Borderline cases go to a person rather than being guessed.
Roughly $50 to $250 a month, covering the AI model usage and hosting behind the build. That sits on top of whatever you already pay for your helpdesk or CRM plan. You pay these providers directly in your own accounts, and we charge nothing extra for usage or per claim handled.
You see the fixed delivery time before you buy, counted from a verified intake, and you can choose express or rush delivery if your launch date is close. All three timelines include the same fifty test scenarios and the same recorded handoff session before you launch, so faster delivery never means skipping testing.
Admin or API access to your helpdesk and, if you want automatic eligibility checks, your order or registration system. Sandbox or test records work for the build if you have them. Every credential is shared by adding our team as a user or creating a key you control, never by email, and access can be revoked at any time.
Yes. The agent identifies itself at the start of the conversation, in wording you approve during intake. If a customer asks for a person, or the claim needs judgment your rules do not cover, it hands off immediately with the conversation history attached for context.
Yes, through monthly maintenance. Updated coverage windows, new product lines and seasonal policy changes all fit inside its monthly change hours without a separate quote. Send the updated warranty policy in writing, including what voids a claim. Maintenance also covers monitoring, fixes and a monthly health report, starts after post-launch support, and can be cancelled any month.
It is handed to a person on your team, along with the customer's history, the reason for the handoff and any evidence already collected. Nothing is approved or guessed outside the rules you set. You keep full control of edge cases and any disputed claim.
Order AI Warranty Support and every claim gets the same careful eligibility check, a clear answer for the customer and a complete record for your team.

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