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Answer detailed product questions and take quote requests with an AI receptionist

Quick answer

Ace Medical Company in Cincinnati, Ohio makes and sells surgical instruments to surgeons, hospitals and clinics. About a third of its daily calls are real customers; the rest are pranks, vendors and sales pitches. Its old answering service handed off any detailed question. The company loaded product and FAQ details from its website into Upfirst, which now answers product questions, asks qualifying questions, offers a quote, and passes ready buyers to the team.

Business type: Retail shops. Tool used: Upfirst (AI receptionist). Result: The owner says it weeds out most sales and junk calls, real buyers get answers fast, and many callers can't tell it's AI. The source says it costs a fraction of the old service but gives no numbers.

Source: Upfirst (Company case study) · Added Fri, Oct 30 · Last updated 2026-10-30

ToolUpfirst (AI receptionist) · More examples: UpfirstBusinessRetail shopsTaskAnswering calls, Customer supportSourceUpfirst (Company case study)

How they set it up

  1. Forward your main line to the AI receptionist.
  2. Load product and FAQ details from your website into its knowledge.
  3. Have it ask qualifying questions and offer a quote to real buyers.
  4. Pass ready buyers to the right team member.
  5. Let it politely handle and filter sales pitches and other non-customer calls.

Result

The owner says it weeds out most sales and junk calls, real buyers get answers fast, and many callers can't tell it's AI. The source says it costs a fraction of the old service but gives no numbers. (as reported by the source)

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

More businesses doing this job: Which AI tools replace voicemail or an answering service · Which AI tools help small businesses with quotes and estimates

Questions and answers

What does the AI agent do here?

Ace Medical Company in Cincinnati, Ohio makes and sells surgical instruments to surgeons, hospitals and clinics. About a third of its daily calls are real customers; the rest are pranks, vendors and sales pitches. Its old answering service handed off any detailed question. The company loaded product and FAQ details from its website into Upfirst, which now answers product questions, asks qualifying questions, offers a quote, and passes ready buyers to the team.

Which tool did they use?

Upfirst (AI receptionist).

What was the result?

The owner says it weeds out most sales and junk calls, real buyers get answers fast, and many callers can't tell it's AI. The source says it costs a fraction of the old service but gives no numbers. (as reported by the source)

How did they set it up?

Forward your main line to the AI receptionist. Load product and FAQ details from your website into its knowledge. Have it ask qualifying questions and offer a quote to real buyers.

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 [company], which sells [products]. Answer product questions only from this info: [product sheet]. Ask what they need, how many and by when, then offer a quote and take their name, facility and email. Politely take a message from vendors and sales calls.
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