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Business voice assistant types

One platform.
The right agent for the job.

A reception agent, a booking agent and a sales agent do different work. Start with the calls you want to handle, then give your assistant a focused role.

A business owner concentrating on work while phone enquiries are handled
Free practical resource · No email needed

Choose one useful job for your agent.

Start with the outcome you need, then decide what the assistant may read or change. You can use the resulting brief to evaluate Talkify or another provider. This is a rules-based planning aid, not a capability check against a live account.

How to use this well

  1. Define one measurable outcome, such as a correct handover or a valid appointment request.
  2. Separate permission to read data from permission to change it. Test failures and human escalation.
  3. Use the detailed roles below to check plan differences. A personal assistant and an outbound campaign are not the same product as business reception.

Published by Talkify, the provider behind this website—not an independent review or certification service. These are planning examples, not customer results. You can use the guidance to evaluate any provider.

Compare the roles.

A helpful first answer.

Reception agent

Greets callers, answers your common questions and collects the details your team needs.

Explore reception agent →
Turn a call into a clear next step.

Booking agent

Checks supported calendars and helps callers find the right appointment.

Explore booking agent →
Find out whether the enquiry fits.

Sales agent

Asks qualification questions and passes useful opportunities to your team.

Explore sales agent →
A calmer front line for common questions.

Customer-service agent

Answers from your approved information and routes problems to the right people.

Explore customer-service agent →
Follow up when there is a reason to call.

Outgoing agent

Handles planned reminders or follow-up campaigns for an appropriate contact list.

Explore outgoing agent →
A helpful first answer.

Reception agent

Use it for overflow, after-hours cover or the first conversation on your business number. Supply a clear greeting, current business information and a handover rule.

  • Answers from your knowledge base
  • Captures names, callback numbers and the reason for calling
  • Transfers or takes a message when a person is needed

Example workflow: A new caller asks whether you serve their suburb. The agent checks your stated service area, then collects the enquiry.

Turn a call into a clear next step.

Booking agent

Choose appointment types, duration, availability rules and what a caller may change. Test how the connection handles a slot that becomes unavailable. Booking behaviour is specific to each integration.

  • Works with supported calendars and booking systems
  • Uses your appointment rules
  • Sends a confirmation or booking link where supported

Example workflow: With Google Calendar, the flow can use connected availability. With Calendly, the caller receives a booking link rather than a promise of a directly booked appointment.

Find out whether the enquiry fits.

Sales agent

Choose the questions that make follow-up worthwhile: service required, location, budget range or timing. Keep pricing and product claims grounded in your supplied information.

  • Captures the enquiry and agreed follow-up
  • Connects to supported CRMs
  • Hands off questions that need a salesperson

Example workflow: A caller asks about a commercial service. The agent records their requirements and preferred contact time for the sales team.

A calmer front line for common questions.

Customer-service agent

A support agent should know what it can explain, what it cannot change and when a person must take over. Do not use a call-handling agent as a substitute for regulated or specialist advice.

  • Answers FAQs and service questions
  • Records the issue without losing the caller’s context
  • Routes requests that need a human decision

Example workflow: An existing customer needs help with opening hours or the right contact. An unresolved problem becomes a clear support handover.

Protect one person’s time.

Personal assistant

This is a different use case from a business reception number. Tell Talkify whether you need help with one person’s mobile or an entire company’s incoming calls so the plan fits the job.

  • Screens callers using your rules
  • Takes messages while you are unavailable
  • Supports calendar workflows where connected

Example workflow: You are in a meeting. The assistant records the caller’s request and the right callback details.

Follow up when there is a reason to call.

Outgoing agent

Outbound calling is a separate workflow with its own pricing and permissions. Use an appropriate, consented audience and confirm calling rules, opt-outs and escalation before a campaign starts.

  • Works from the campaign and script you approve
  • Records outcomes for follow-up
  • Uses separate outbound pricing and controls

Example workflow: A scheduled appointment reminder confirms whether the customer still plans to attend, using your approved campaign.

Choose the role before the plan.

Business reception starts at NZ$129/month for three months, then NZ$199, with 200 minutes and 50 texts. Personal-assistant and outbound services have different pricing. Check Talkify’s role and plan details →