MontyNew client enquiries
Ask which service the caller is interested in and what they are hoping to achieve, so you can assess whether the enquiry fits your work.
Monty for Independent professionals
AI receptionist for independent professionals.
Protect your focus. Stay open to new work.
When your time is spent with clients, in lessons or working through a project, every interruption has a cost. Monty handles the first conversation and records what the caller needs, so you can choose a useful time to follow up.
Answers your routed callsUses your business informationKeeps the next step with you
The calls that make up your day
A useful start to every conversation.
Consultations and lessons
Collect preferred dates, the topic to discuss and contact details for an introductory conversation, consultation or tutoring enquiry.
Messages from existing clients
Take a message with the relevant project or appointment context, keeping your next callback focused and useful.
Less piecing things together
Start your callback
with the details.
Set up Monty to ask the questions that matter to your business. A useful first conversation can cover:
- Service requested and reason for getting in touch
- New enquiry or existing client
- Preferred timing and any project deadline
- Name, callback details and relevant reference
A clear next step.
Review the call summary, decide what needs attention and follow up with the customer. The enquiry stays together, ready when you are.
Monty takes the first conversation. You bring the experience that moves the work forward.
A receptionist that knows your business
Your services.
Your way of answering.
Give Monty a clear description of your services, the kinds of clients you work with and your availability for enquiries. Add questions that help you assess a new project. Keep advice, eligibility decisions and final commitments with you; Monty’s job is to make the first contact useful.
- Add your business information and greeting.
- Choose the questions and call handling you need.
- Test your receptionist, then connect your calls.
A few things you might be wondering
Questions from
independent professionals.
Is Monty suitable for a one-person business?
Yes. You can configure it around your own services, greeting and call-handling preferences, then review enquiries when you have time between client appointments or focused work.
Can it help qualify a new enquiry?
You can ask Monty to collect the project type, timing and other details you use to assess fit. You make the final decision about whether to take the work and what to recommend.
Will Monty provide professional advice to callers?
Use Monty for reception, approved service information and message taking. Personalised professional advice and decisions about a client’s circumstances should stay with you or an appropriately qualified member of your team.
Can I keep my existing business phone number?
You can route calls from your existing business number to Monty using call forwarding. Availability and forwarding charges depend on your phone provider. Follow the setup guidance in the app and test the route before relying on it for customer calls.
Where do I see the calls Monty has handled?
Open Monty to review call activity, summaries and customer details, then decide what needs a reply or follow-up. You can use Monty in your browser; the iPhone app is coming soon.
A little help with the everyday
Your next enquiry starts with hello.
Set up Monty with your business details, choose how to handle your calls and try your receptionist.