M. Solomon Casket Company in Cranston, Rhode Island supplies caskets to funeral homes, who call at all hours. Its human answering service kept changing staff, and the script wasn't being followed. The company switched to Upfirst, which answers calls, transfers the ones that need a person, and uses Zapier to post every call recording and message into a Slack channel so the whole team sees it.
Business type: Retail shops. Tool used: Upfirst + Zapier + Slack. Result: The operations manager says call transferring is very useful for urgent calls, and the greeting, forwarding and routing were set up with Upfirst's help over the first few weeks. No numbers are given.
Source: Upfirst (Company case study) · Added Thu, Oct 29 · Last updated 2026-10-29
The operations manager says call transferring is very useful for urgent calls, and the greeting, forwarding and routing were set up with Upfirst's help over the first few weeks. No numbers are given. (as reported by the source)
Guide: AI receptionist for small business: real examples and how to set one up
M. Solomon Casket Company in Cranston, Rhode Island supplies caskets to funeral homes, who call at all hours. Its human answering service kept changing staff, and the script wasn't being followed. The company switched to Upfirst, which answers calls, transfers the ones that need a person, and uses Zapier to post every call recording and message into a Slack channel so the whole team sees it.
Upfirst + Zapier + Slack.
The operations manager says call transferring is very useful for urgent calls, and the greeting, forwarding and routing were set up with Upfirst's help over the first few weeks. No numbers are given. (as reported by the source)
Write your call script and load it into the AI's knowledge. Set which calls must be transferred to a person. Use Zapier to send call recordings and messages to a Slack channel.
Answers come only from the source. Questions it doesn't answer are left out.
Our own prompt for copying this setup. Swap in your details. Not quoted from the source.
You answer calls for [company], a supplier to funeral homes, 24 hours a day. Follow this script: [script]. For urgent delivery questions, transfer to [on-call number]. For everything else, take the funeral home's name, contact and request, and confirm someone will follow up.
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