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Settings & Company

Set up the AI phone receptionist (optional)

WaterMark can answer your phone with an AI receptionist that knows pools and your services, books callbacks, and transfers to a person on request. It's an optional capability you turn on - it stays inert until a voice number is pointed at your account.

Where: Manage (gear) -> Setup -> Company & Tax -> AI phone receptionist

  1. Open Manage -> Setup -> Company & Tax and scroll to AI phone receptionist.
  2. Check 'Answer calls with an AI receptionist' to enable the capability.
  3. Enter a 'Transfer to a person (phone)' number so callers can reach a human on request.
  4. Optionally write a custom Greeting; leave it blank to use the default.
  5. Click Save.
  6. Click Save. WaterMark then sets up the dedicated receptionist number; reopen Company & Tax in a moment if the number is still being confirmed.
Good to know
  • This is off by default. Saving the enabled setting starts dedicated-number setup; calls cannot be answered until that number is confirmed.
  • Start a 30-day free trial of the $59 a month plan, no card required. There is no permanent free tier. Until a card is on file, the entire trial includes up to 100 text segments, 20 AI actions, 10 receptionist minutes and 5,000 customer emails. A trial without a subscription can have 2 active technicians, the seats the plan includes. On a subscription, paid AI stops at 30 blocks ($300) a month and paid receptionist minutes stop at 40 blocks ($200) a month; past either cap that feature is declined for the rest of the month and nothing more is billed. At day 30, choose a subscription or your workspace pauses. Your data stays stored and exportable. Existing Starter customers receive at least 30 days of advance notice before their access changes.
  • This is a phone-answering capability, not live GPS or dispatch - it handles inbound calls only.