5 simple steps to never miss a call

Up and Running in Minutes

No contracts, no complicated setup, no technical skills required. Go from signup to live AI-powered call answering faster than you can finish your morning coffee.

Customize

Connect

AI Answers

Get Notified

Create Your Account in 2 Minutes

No credit card, no contracts, no phone tag with a sales rep. Enter your business name, phone number, and industry—and your AI receptionist is ready to configure.

Enter your business name and phone number
Select your trade (plumbing, electrical, HVAC, roofing, etc.)
AI pre-loads industry-specific scripts and FAQ answers
No credit card required for the 14-day trial

Quick Setup

Step 1 of 3

Business Name

Apex Plumbing Co.

Phone Number

(555) 012-3456

Trade / Industry

Plumbing

Electrical

HVAC

Roofing

2 min setup

No tech skills needed

AI Configuration

LIVE

Custom Greeting

"Thanks for calling Apex Plumbing! We handle everything from leaks to full installations. How can I help you today?"

Voice: Professional, Friendly

Intake Questions

1What service do you need?

2Is this an emergency?

3What is your address?

4Preferred date & time?

Urgency Rules

Emergency → Forward to cell

Urgent → SMS + Email alert

Normal → Queue & score

Your voice, your rules

Fully customizable

Customize Your AI

Make It Sound Like Your Business

Write a custom greeting, set intake questions the AI should ask every caller, and define urgency rules so emergencies get routed to your cell instantly. Your AI receptionist sounds like a member of your team, not a robot.

Write your own greeting with your company name and services
Set custom intake questions (service type, address, timeline)
Define urgency rules: emergency, urgent, or normal
Choose voice tone: professional, friendly, or authoritative
Train on your FAQ, pricing, and service areas

Connect Your Phone

Seamless Call Forwarding

Keep your existing business number. Set up conditional call forwarding so CallShield only picks up when you can't—or forward all calls for full 24/7 coverage. Either way, setup takes one phone setting change.

Keep your existing business phone number
Conditional forwarding: AI answers only when you miss a call
Full forwarding: AI handles every call, 24/7
Or get a new dedicated local number at no extra cost
Works with any carrier: AT&T, Verizon, T-Mobile, landlines

Conditional

AI as backup

Full 24/7

Professional Conversations, Automatically

Your AI receptionist greets callers with your custom script, asks qualifying questions, determines urgency, and captures every detail. Emergency calls get routed to your cell instantly. Everything else is scored, logged, and queued.

Natural, human-like voice powered by GPT-4o
Greets callers by your business name
Asks your custom intake questions
Detects emergencies and routes to your cell instantly
Scores every lead on a 0-100 scale automatically
Full conversation transcript saved to your dashboard

Get Instant Notifications

Every Lead Delivered In Real Time

The moment a call ends, you get the full picture: caller name, phone number, what they need, urgency level, and lead score—delivered via SMS, email, push notification, or straight into your CRM.

Instant SMS with caller info and lead score
Email summary with full transcript and follow-up suggestions
Push notifications on your phone
Automatic CRM sync via Zapier, HubSpot, or API
All calls logged in your analytics dashboard

SMS Alert

Just now

New lead: Sarah M. - Kitchen sink leak, urgent. Score: 87/100. Call back: (555) 234-5678

Email Summary

Just now

Call transcript, lead details, and suggested follow-up delivered to your inbox.

Push Notification

Just now

Urgent lead from Apex Plumbing line. Tap to view full details and call back.

CRM Synced

Auto

Lead added to HubSpot with full transcript, score, and follow-up task created.

Real-time

Instant delivery

The complete picture

What Callers Experience

From the moment a customer dials your number to the moment you get the lead—here is exactly what happens.