Choose what your AI agent does
Pick from 6 canonical use cases — inbound appointment setter, full receptionist, after-hours overflow, outbound dialer, 2-way SMS responder, or hybrid. Each is a one-click template that pre-configures the agent for that exact job.
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1. Inbound appointment setter — bookings only
- The narrowest, most focused agent. Answers, qualifies, books in your booking system, ends call.
- Won't sell, won't answer questions outside booking, won't take messages.
- Best for tradies on ServiceM8, physios on Cliniko, salons on Timely, vets on ezyVet — anywhere where the only goal of inbound is to book a slot.
- Requires a connected booking platform (any of the 12 we support).
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2. Inbound receptionist (full)
- Greets, qualifies, books if needed, can take a message for a human, answers FAQs from your knowledge base.
- Best for GP clinics, vet clinics, real estate offices, law firms, accountants, professional services.
- Booking platform optional but recommended.
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3. After-hours / overflow
- Only fires when humans aren't available — nights, weekends, holidays, or after N rings.
- Same behaviour as the receptionist, scoped to overflow.
- Best for any business with daytime reception that doesn't want to lose after-hours calls.
04
4. Outbound appointment dialer
- Calls leads from a CSV or your CRM, qualifies, books a discovery call or install slot, updates the CRM with the outcome.
- Respects ACMA dial-hour rules per state timezone, runs DNCR washing pre-dial.
- Best for solar lead-gen, mortgage broker follow-ups, agency cold outreach, insurance follow-ups.
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5. Two-way SMS responder
- No voice. Receives SMS, replies in seconds, qualifies, books, honours opt-outs (STOP).
- Best as an after-hours overflow channel, for lead nurture, or post-quote follow-up.
- Requires an SMS-capable AU mobile number.
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6. Hybrid (everything)
- The full agent. Handles inbound calls, outbound dials, and 2-way SMS with the same persona and knowledge base.
- Best for established tenants who want one agent across every channel, or agencies running multi-channel for their own clients.
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How to switch use case
- When you create or edit an agent at /assistants/new, the very first field is 'Use case'.
- Pick one of six. The system prompt, channel routing, booking-tools attachment, and SMS handler are all configured automatically.
- You can change the use case anytime — takes effect on the next call/SMS.
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Your first 30 minutes on VoxReach
Sign-up to first live call in under 30 minutes. Step-by-step.
Reading your dashboard
What every number, card and pill on the dashboard means.
Quick-start: tradies (plumbers, electricians, locksmiths, HVAC)
Get a tradie business booking jobs via AI in 30 minutes. Connect ServiceM8 or simPRO, set use case to 'inbound appointment setter', test, go live.
Quick-start: allied health (physio, chiro, psych, podiatry)
Cliniko + VoxReach in 30 minutes. AI books patient appointments mid-call respecting practitioner availability.
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