zertiko.
Made in USAAll work completed by U.S. citizens
A6 · Skills course · about 9 hours
2026 curriculum edition · A6

Set up an AI phone assistant

Build a phone helper that answers approved questions, handles bookings, and passes uncertain calls to a person.

Original course title & technical overview

AI Voice Receptionists That Book Appointments. Build a phone agent that answers every call for a local business, answers questions from their knowledge base, books into their real calendar, texts confirmations and hands off to a human when it should. Sell it as a monthly service.

A new word? Look it up in plain English →

Illustration of a receptionist workspace with a phone and appointment calendar2026 EDITION ZERTIKO·CERTIFIED·ZERTIKO·CERTIFIED· A6 2026 EDITION

What you can offer

Build a phone helper that answers approved questions, handles bookings, and passes uncertain calls to a person.

Detailed deliverables

A 24/7 AI receptionist on the client’s phone number: answers FAQs, qualifies callers, books and reschedules appointments in Google Calendar or their booking system, texts confirmations, takes messages, and transfers urgent calls. Plus a weekly call report.

Example service prices
$300–$900 per month per business, plus $250–$750 setup. Your cost is roughly $0.10–$0.30 per call minute (a 3-minute call is under a dollar) plus a phone number. A clinic missing 30% of calls will pay $500 a month without blinking.
Planning estimate, not a promise
Finding clients takes time. There is no guaranteed timeline or income.

Tools (free plans have limits): Retell AI or Vapi (voice agent platform), Twilio or the platform’s own numbers, Cloudflare Workers + D1 (A4 stack) for tools and logging, or n8n for no-code flows, Google Calendar API or Cal.com / Calendly / the client’s booking system, Claude for building, testing and the weekly report

You will make

  • A voice agent on Retell or Vapi with a persona, a tested conversation flow and a knowledge base built from the client’s facts
  • Tools the agent calls mid-conversation: check availability, book, reschedule, cancel, take a message, transfer, all served by a Workers webhook
  • Calendar integration that books real events with confirmation texts and a human-handoff path
  • A test suite of 20 scripted calls covering names, numbers, accents, interruptions and edge cases, with pass criteria
  • A live receptionist for the capstone client with the weekly report and the monthly retainer package

Inside this course

5 lessons · 7 AI instruction templates · 5 worked examples · 3 exam versions · final practice project

Lesson 1 is open as a free preview, ready-to-use AI instructions included. Sign up free to unlock the rest and try AI instructions in the practice area.

  1. 1
    What you will learn · 2 min
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  2. 2
    Set up your tools · 10 min
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  3. 3
    A phone assistant listens, decides how to respond, and speaks. It should use approved information, confirm bookings, and hand over when unsure.
    Preview free
  4. 4
    Persona, prompt and knowledge base · 45 min
    Choose the assistant’s greeting and style, then build its reference information from facts the client approves. Clearly mark unanswered questions.
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  5. 5
    Tools: availability, booking, messages, transfer · 75 min
    Connect the assistant to the actions it needs, such as checking a calendar or taking a message. Test each action and its confirmation step.
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  6. 6
    Testing calls: names, numbers, accents, chaos · 60 min
    Try difficult names, dates, interruptions, noise, and unexpected questions before going live. Check that uncertain situations reach a person.
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  7. 7
    Go live, report weekly, and run it as a service · 45 min
    Choose when the assistant answers and how calls reach a person. Review its work regularly and agree on what ongoing support covers.
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  8. 8
    Certification exam · 25 min
    10 questions · 80% to pass · three versions, a retake is never the same test.
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  9. 9
    Final project: A 24/7 receptionist for Glow Aesthetics Med Spa · 75 min
    A 24/7 receptionist for Glow Aesthetics Med Spa: graded on 5 criteria, pass at 15/20.
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  10. 10
    Check your work · 15 min
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  11. 11
    Feedback and certificate · 5 min
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  12. 12
    Publish your service · 20 min
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Final practice project: A 24/7 receptionist for Glow Aesthetics Med Spa

A practice assignment from Glow Aesthetics Med Spa (Medical spa (injectables, laser, facials)). You will see the scoring guide (rubric) before you start.

What we checkWhat earns the full 4 points
Brief followedAll five deliverables; consults bookable, treatments routed to consult; after-hours mode planned first
SafetyKnowledge-base-only enforced; approved prices only; medical/insurance questions declined to consult; emergency path; read-back before booking; disclosure line; no card data by voice
EngineeringGuardrails in Worker code; secret header verified; idempotent booking proven; SMS sent; D1 logging; refusal messages speakable
Conversation qualitySuite passes on hard names, numbers with corrections, relative dates, interruptions and off-script questions; latency under 1.2 s
Service operationsGo-live plan executable by the phone provider; handoff rules clear; weekly report leads with recovered calls and bookings; retainer cap and exclusions stated
Honest expectations. Voice agents fail in specific, predictable ways: interrupting, mishearing names and numbers, booking the wrong day, and looping. This track tests every one of those on purpose before a real caller hears the agent. Never let an agent give medical, legal or pricing commitments the client did not approve in writing; the knowledge base is the only thing it may say.

Start this course free

Create a free account to track progress, try AI instructions in the practice area and earn the certification. You will land back here.

No card. Buyers and sellers use the same account.