AI Call Attendant — Overview

Step-by-step instructions

1. 1 What it is

   AI Call Attendant is a premium SpotPro add-on that answers your shop phone and website chat with the same live tools you use at the counter: your buy and sell prices, in-store stock, ExtraCoins listings, and CDX auction lots. It can text product links, capture bring-it-in leads, and hand conversations to staff.

2. 2 Multiple callers at once

   Yes — more than one person can talk to the AI at the same time. Each inbound call is its own private session (own greeting, prices, inventory search, staff transfer, and transcript). It is not a single shared “one line at a time” queue. That is a common question from busy shops and a real advantage over a human-only receptionist who can only pick up one call. Voice minutes still count toward your package; hard caps still apply.

3. 3 Open settings

   In SpotPro, go to Shop setup → AI Call Attendant. An active SpotPro subscription is required — AI is not sold as a standalone product yet. Every active member can open this page to choose a package and configure the agent. Voice and chat usage require an active AI plan on top of SpotPro. The top of that page shows time saved this week and this month: phone minutes answered, plus website chats counted as about two minutes each.

4. 4 Choose a package

   Subscribe with Stripe to one of: AI Chat (website only), Attendant Starter (phone + chat, includes hosted local number + starter minutes), Pro, or Unlimited. Hard caps prevent runaway usage; upgrade anytime.

5. 5 Phone number

   Voice packages provision a SpotPro-hosted local AI number (prefers your shop area code). Point Google Business or your call-forwarding at that number when ready. Product-link SMS to customers sends from SpotPro’s platform messaging number (A2P compliant).

6. 6 Website widget

   Copy the embed snippet from the config page and paste it before </body> on your site (or ExtraCoins dealer pages). Customize agent name, chat welcome (separate from phone greeting), colors, avatars, and position.

7. 7 Live takeover

   Open Messaging → Live website chats (or the chat bell in the top bar). Monitor AI conversations, take over typing as staff, use canned replies, and enable desktop alerts.

8. 8 What the AI can answer

   Hours (including temporary closed / vacation override), your live We sell vs We pay prices, inventory search across POS + ExtraCoins + CDX auctions with shareable links, staff transfer on phone, and lead capture for “I’ll bring it Saturday.”

9. 9 Temporarily overstocked

   On Shop setup → AI Call Attendant, under Shared AI knowledge, use Temporarily overstocked when you have too much of something (gold coins, Silver Eagles, scrap sterling, or any line you add). Phone, website chat, and SMS will pass on a buy today. If the customer asks what you normally pay, Liberty quotes the live sheet price and still says you are overstocked and not buying today. Turn the row off when you are buying that again. Standing “never buy” rules stay in Items we do not buy.