Feature
AI Lead Capture and Call Screening
Missed calls are only one problem. Many teams also waste time on poor-fit enquiries, incomplete messages, and repetitive call-backs. Secretary Builder fixes that with structured lead capture.
Key business outcomes
Capture structured caller details, qualify demand, and screen low-intent calls before they consume time from your staff.
Collect the right details from every caller the first time
Qualify new enquiries before they reach sales or admin staff
Separate urgent, high-value, and routine requests automatically
Hand the team call summaries they can act on immediately
What this workflow covers
These capabilities help teams turn every inbound conversation into a clearer next action.
Ask configurable qualification questions based on service type or caller intent
Record names, phone numbers, email addresses, job details, and preferred next steps
Support business-specific screening flows for quotes, bookings, and callbacks
Reduce time spent listening to voicemail or chasing incomplete enquiries
Best fit for
These are the business situations where this workflow tends to create the biggest operational gain.
Sales teams that need better call qualification before follow-up
Tradies and field-service teams that miss detail while working on site
Businesses where every inbound lead needs structured follow-up data
See how this feature fits across industries
The same voice workflow can be applied differently depending on the type of service business.
Tradies
Secretary Builder is a virtual receptionist for tradies in Australia. It works as an AI receptionist for tradies, answers calls, captures job details, and books quotes for builders, carpenters, and other field-service teams.
Learn moreMedical and Allied Health
Help clinics manage appointment enquiries, routine questions, and overflow calls without making patients wait on hold.
Learn moreReal Estate
Capture buyer, tenant, and landlord enquiries around the clock and make sure inspection requests and property questions do not sit unanswered.
Learn moreProfessional Services
Support inbound enquiries for consultants, legal teams, accountants, and advisory firms with faster call handling and more structured intake.
Learn moreRestaurants
Handle reservation enquiries, function requests, and after-hours calls without pulling staff away from service.
Learn moreBeauty and Wellness
Manage booking enquiries, treatment questions, and after-hours calls for salons, spas, and wellness clinics.
Learn moreEverything You Need
to Know
Get answers to common questions about our AI-powered phone assistant platform
What is Secretary Builder and how does it work?
What is Secretary Builder and how does it work?
Secretary Builder is an AI-powered phone assistant that answers business calls 24/7. It can hold natural conversations, answer service questions, capture caller details, schedule appointments, and pass structured summaries back to your team.
How does the knowledge base work?
How does the knowledge base work?
You can load your website, documents, FAQs, and business details into the platform. The AI uses that knowledge during calls so it can answer common questions about services, pricing, policies, and availability in real time.
Can the AI collect information for me?
Can the AI collect information for me?
Absolutely. You can define the caller details, qualification questions, and service-specific information that should be captured during every call. That information can then be used for lead follow-up, quoting, or support workflows.
Is my business data secure?
Is my business data secure?
Secretary Builder uses secure infrastructure, authentication controls, and encrypted storage for sensitive information. The product is designed for Australian businesses that need a strong privacy and security posture around customer communications.