How It Works

Set up in 5 minutes, never miss a call again

No coding, no complicated setup, no IT department needed. Share your website, customize your AI, and start capturing leads today.

AI receptionist setup process
01

Choose an Industry Template

Select from 20+ pre-built, trade-specific templates calibrated with professional scripts, routing rules, and custom instructions tailored to your business vertical.

Dentistry & Medical templates
HVAC, Plumbing & Home Services
Legal, Real Estate & Salons
Custom brand voice calibration
Choose an Industry Template
02

AI Call Answering & Qualification

Your AI receptionist answers every incoming call in under 2 seconds, answering complex questions, capturing customer details, and qualifying leads naturally.

Instant 24/7 call responses
Natural-sounding voice AI
Custom screening checklists
Live call routing for urgent queries
AI Call Answering & Qualification
03

Automated Smart Scheduling

MARLO integrates directly with your Google Calendar, Outlook, or booking service. The AI schedules appointments dynamically while avoiding conflicts and respecting team availability.

Real-time calendar checking
Zero double-booking protection
Custom meeting type overrides
Direct link dispatching
Automated Smart Scheduling
04

Instant SMS Notifications

Get text messages immediately after every call with a comprehensive summary. Customers also receive automatic confirmation texts for booked appointments.

Immediate SMS staff summaries
Automated client booking texts
Lead scoring details attached
Interactive transcript link
Instant SMS Notifications
05

Manage Leads in the Built-in CRM

Track and update every customer, call recording, AI transcript, and qualification status in our centralized, drag-and-drop Kanban lead board.

Interactive visual Kanban board
Full conversation playback & sync
Historical change logging
Stripe payment integration state
Manage Leads in the Built-in CRM

What happens when a customer calls

A seamless experience your customers will love.

Customer calls your number

MARLO picks up in under 2 seconds with a personalized greeting.

AI handles the conversation

Answers questions, captures details, and qualifies the lead naturally.

Appointment gets booked

Books directly into your calendar and sends confirmation texts.

You get the summary

Receive an instant text and email with the full call breakdown.

Frequently asked questions

Ready to get started?

Set up your AI receptionist in 5 minutes. 14-day free trial, no credit card required.