Submit
Upfirst (AI receptionist)

Answer every event lead and screen out-of-area callers with AI

Quick answer

Black Tie Casino Events runs casino parties for fundraisers, company events and private parties in San Diego. The team works part-time, so calls often went unanswered. An AI receptionist now answers, asks about the event, checks the caller is in the service area, and passes good leads to a person. The team gets an email and text with a summary and transcript after every call.

Business type: Event companies. Tool used: Upfirst (AI receptionist). Result: No numbers were given. The owner says they no longer worry about missed calls or losing leads to faster competitors.

Source: Upfirst case study (Company case study) · Added Fri, Oct 23 · Last updated 2026-10-23

ToolUpfirst (AI receptionist)BusinessEvent companiesTaskAnswering calls, Lead follow-upSourceUpfirst case study (Company case study)

How they set it up

  1. Tell the AI receptionist your service area, event types and what to ask callers.
  2. Let it ask about the event and check the caller is a good fit.
  3. Have it transfer good leads to a live team member.
  4. Read the summary and transcript it sends after each call.

Result

No numbers were given. The owner says they no longer worry about missed calls or losing leads to faster competitors. (as reported by the source)

Guide: AI receptionist for small business: real examples and how to set one up

Questions and answers

What does the AI agent do here?

Black Tie Casino Events runs casino parties for fundraisers, company events and private parties in San Diego. The team works part-time, so calls often went unanswered. An AI receptionist now answers, asks about the event, checks the caller is in the service area, and passes good leads to a person. The team gets an email and text with a summary and transcript after every call.

Which tool did they use?

Upfirst (AI receptionist).

What was the result?

No numbers were given. The owner says they no longer worry about missed calls or losing leads to faster competitors. (as reported by the source)

How did they set it up?

Tell the AI receptionist your service area, event types and what to ask callers. Let it ask about the event and check the caller is a good fit. Have it transfer good leads to a live team member.

Answers come only from the source. Questions it doesn't answer are left out.

Starter prompt

Our own prompt for copying this setup. Swap in your details. Not quoted from the source.

You answer calls for [Business], which runs [event type] in [area] only. Ask the caller for the event date, location, number of guests and type of event. If they're outside [area], politely say we don't serve it. If they're a fit, transfer them to [team member]. Send a summary after each call.
Know a business owner who needs this? Post on XLinkedInFacebookEmail

Get your badge

Is this your business? Show you're featured. Paste this code into your website. The badge links back to this page.

Featured on Small Biz Agent Use Cases
<a href="https://smallbizagentusecases.com/use-cases/casino-party-ai-screens-event-leads/" title="Featured on Small Biz Agent Use Cases"><img src="https://smallbizagentusecases.com/badge/featured.svg" alt="Featured on Small Biz Agent Use Cases" width="250" height="56"></a>
About the badge

Related use cases

1
Event companies · Upfirst (AI receptionist)New

Let an AI receptionist sort real bookings from sales calls

A Notch Above Photo Booths in Cleveland, Ohio does weddings, mitzvahs and corporate events. The owner had mostly stopped answering the landline because so many calls were sales pitches. An AI receptionist now answers, covers packages and booking info, and texts him a summary of each call so he can call real customers back, even from an event.

I want this· Upfirst case study · Company case study
2
Event companies · Grok Bot (AI agent)New

Fill open weeks with AI-found leads and 30-second quotes

Above the Line, an audiovisual company in Southern California that has produced events since 2010, uses AI agents to find events and write outreach emails. The owner checks each email before it goes out. An agent also turns an RFP into a priced estimate in a quoting and inventory system it built for them, and it built the new website with 146 venue pages.

I want this· Customer story by the maker of Grok Bot · Company case study