Once Receptiva is connected to Claude or ChatGPT, ask in your own words. You never need to name a tool. The prompts below are a starting point, and each one notes which tool the assistant runs to answer it.
Leads#
"Who do I still need to call back?"
What runs: receptiva_list_leads, filtered to leads that are still new.
"How many new leads came in this week?"
What runs: receptiva_list_leads with a date range.
"Which leads are still new? Give me their names and callback numbers."
What runs: receptiva_list_leads. Each lead includes the callback number and email the caller gave.
"Show me the leads we signed this month."
What runs: receptiva_list_leads, filtered by status and date.
"Give me the full intake for the lead who called this morning."
What runs: receptiva_list_leads to find the lead, then receptiva_get_lead for the incident, injuries, treatment, insurance and narrative the receptionist gathered. It works for a firm owner once full caller data is turned on.
"Mark the lead who called Tuesday about a rear-end collision as contacted."
What runs: receptiva_list_leads to find the lead (the assistant may also check receptiva_list_calls for the reason behind each call), then receptiva_update_lead_status.
Calls#
"What did callers want yesterday?"
What runs: receptiva_list_calls with yesterday's date range. Each call carries a one-line reason.
"Which calls last week were transferred to someone at the firm?"
What runs: receptiva_list_calls, filtered by transfer outcome.
"Were any calls in Spanish this month?"
What runs: receptiva_list_calls. Each call includes the language it was in.
"Give me the full summary of the call that came in around 2 pm today."
What runs: receptiva_list_calls to find the call, then receptiva_get_call for its summary.
"Show me the transcript of that call."
What runs: receptiva_get_transcript. It works for a firm owner once full caller data is turned on in the dashboard; otherwise the assistant tells you where the setting is.
"What did the attorney and the caller agree on after the transfer?"
What runs: receptiva_get_call, whose conversation summary covers what the caller and your staff member discussed: the outcome, key points, details each of them confirmed and next steps. It works for a firm owner once full caller data is turned on, like a transcript.
"Show me word for word what our attorney told the caller."
What runs: receptiva_get_transcript with segment set to conversation, for the conversation after the call was put through. It needs full caller data on, like any transcript.
"Which calls came from 361-555-0142?"
What runs: receptiva_list_calls. Each call carries the number it came from and the callback number the caller gave.
"Did anyone hang up before the receptionist answered today?"
What runs: receptiva_list_calls with answered set to false.
"Did a transfer fail today because nobody picked up?"
What runs: receptiva_list_calls, filtered by transfer outcome.
"Why wasn't the call from this morning transferred?"
What runs: receptiva_list_calls to find the call, then receptiva_get_call, whose explanation is built from the receptionist's routing record (which category it used, whether the office was open, who was rung), not by AI.
Receptionist#
"What are our office hours, and who gets transferred calls?"
What runs: receptiva_get_receptionist.
"What happens when someone calls after hours?"
What runs: receptiva_get_receptionist, which includes how each kind of caller is routed.
"Who gets the call summaries by email?"
What runs: receptiva_get_receptionist.
"What does our receptionist tell callers who ask for our email or about parking?"
What runs: receptiva_get_receptionist, which includes the email the receptionist gives callers and the firm facts it shares when asked.
Changing the receptionist#
"Change our office hours to 9 am to 6 pm, Monday through Friday."
What runs: receptiva_get_receptionist to read the current hours, then receptiva_update_receptionist_draft to make the change on a draft. The assistant shows you what would change; once you confirm, receptiva_apply_receptionist_draft makes it live.
"Add Dana Ruiz, our new paralegal, at 361-555-0142, and send calls from existing clients to her first."
What runs: receptiva_get_receptionist, then receptiva_update_receptionist_draft to add Dana and put her first in the routing for existing clients. After you confirm the change, receptiva_apply_receptionist_draft.
"When a caller asks for our email, give them info@smithlaw.com."
What runs: receptiva_get_receptionist, then receptiva_update_receptionist_draft to set the email the receptionist gives callers. This is not the address your call summaries go to; that one stays as it is. After you confirm, receptiva_apply_receptionist_draft.
"Tell callers we offer free consultations and that there's free parking behind the building."
What runs: receptiva_get_receptionist, then receptiva_update_receptionist_draft to add two firm facts, which the receptionist shares when a caller asks. Each new or changed fact is checked before it is saved; if one is refused (for example, it would promise an outcome or give out a staff member's direct number), the assistant tells you why and suggests a rewording. After you confirm, receptiva_apply_receptionist_draft.
"Ask every new caller how they heard about our firm."
What runs: receptiva_get_receptionist to read the current house rules, then receptiva_update_receptionist_draft with the full list of house rules, this one added (a change replaces the whole list). A house rule is a short standing preference about how the receptionist responds: one idea per rule, up to 10. Each new or changed rule is checked before it is saved; one that would change who gets transferred or when is refused with a pointer to your routing or office hours instead. After you confirm, receptiva_apply_receptionist_draft.
"Undo the last change to our receptionist."
What runs: receptiva_get_receptionist for the current version, then, once you confirm, receptiva_rollback_receptionist. It restores the previous version, which also undoes any change made since in the dashboard. Calling it again undoes the restore (it brings back the version you just replaced).
Account#
"What's my next step with Receptiva?"
What runs: receptiva_get_account_status. It returns the one next step and a link to your dashboard.
"How many trial days do I have left?"
What runs: receptiva_get_account_status.
Pricing#
"What does Receptiva cost, and does the trial need a card?"
What runs: receptiva_get_pricing. It works for anyone connected, even before a firm is set up.
More than one firm#
"Show new leads for smith-law."
What runs: receptiva_list_leads with org set to smith-law, your firm's slug. If you have more than one firm and do not say which, the assistant will ask.