AI Smart answering service
Answer every customer — even when you can’t pick up the phone.
Plannit’s smart answering system acts like a virtual assistant: it answers your calls when you cannot, handles the questions you get asked every day, and saves the whole thing straight into Plannit.
- Answers 24/7
- Customizable call flow
- Messages land in Plannit
PlannitThanks for calling Northline Property Services. I can help — are you calling about a new quote or an existing job?
CallerA new quote. I need my driveway done this winter.
PlannitHappy to help. What’s the address, and roughly how many cars fit in the driveway?
Caller1420 Chemin du Bord-du-Lac. Two cars, plus a walkway.
PlannitGot it. Someone will call you back before 9 AM tomorrow with a seasonal price.
Saved to your message centreNew lead
ContactMarie T. · (514) 555-0142
ServiceSnow removal — seasonal
Address1420 Ch. du Bord-du-Lac
Audio message 0:48
The missed-call problem
You can’t answer the phone with a shovel in your hands
A caller who reaches voicemail rings the next company on the list. That’s the whole problem — and it happens most on your busiest days, when you can least afford it.
Plannit’s smart answering service picks up when you can’t, so the caller gets a real conversation instead of a beep, and you get a qualified message waiting when you climb down.
“I used to lose 2–3 jobs a week because I couldn’t answer the phone while working. Now Plannit captures every call and message automatically — I haven’t missed a lead in months.”
What it does
A virtual assistant that knows your business
Provides FAQ answers
It gives callers answers to your frequently asked questions when they want and need them — not the next business day.
Qualifies prospects
It qualifies prospects by asking them questions and recording their answers, so you know what the job is before you call back.
Takes messages
It takes messages and saves them in Plannit’s message centre, helping you easily manage follow-ups.
Fits how you work
The smart answering service is entirely customizable to align with your business services and processes.
How it works
From missed call to booked job
The call comes in
Calls to your cell or business line are redirected to the answering service whenever you can’t pick up.
Plannit answers and qualifies
It works through your call flow, answers the questions you’ve programmed it to handle, and asks the ones you need answered.
The message lands in Plannit
The message is saved to the message centre as an audio file, together with the caller’s contact information.
You follow up on your terms
Call back from the customer record with the context already there — or turn it straight into a quote.
Message centre3 new
Customization
Your call flow, your questions
The menu options and call flow are customized to align with your standard business processes. You choose which questions the phone solution is allowed to answer, and which ones it should ask instead.
- Menu options and call flow built around your process
- You program which questions it can answer
- The voice used by the phone system is fixed and cannot be customized
Getting it switched on
The phone answering system is offered on a paid plan
Smart call answering is included with the Grow plan. On Free, Pro and Premium it’s available through the Manage Calls add-on.
Included with Grow
Smart call answering, call and campaign tracking, and API access come with the Grow plan at $169/mo billed annually.
Manage Calls add-on — $50/mo
On Pro, that’s smart answering and voice messaging. On Premium it also adds call recording, attribution analytics and transcription.
Questions
Before you switch it on
How will my phone messages appear in Plannit?
Phone messages taken by Plannit’s smart phone answering system are saved in the app’s message centre as audio files. The message also includes the customer’s contact information.
How can I customize the smart answering system?
The menu options and call flow can be customized to align with your standard business processes. You can also choose to program which questions can be answered by the phone solution. The voice used by the phone system cannot be customized.
Can I use my cell phone number for the smart answering service?
No. Plannit will acquire a new phone number specifically for the smart answering service. However, calls to your cell or business phone can be redirected to the answering service to take a message for you when you cannot answer the call.
What are my subscription options for the smart answering system?
The phone answering system is offered on a paid plan. It’s included with Grow, and available on other plans through the Manage Calls add-on. See pricing