How it works

How to train your agent to ask the right questions

You don’t need flowcharts or scripts. Just tell your receptionist what info to collect from callers.

1. Tell your agent what information you need

No more listening to long voicemails that don't contain the details you need. Upfirst asks the questions you need to follow up.

Upfirst AI receptionist setup screen showing how a real estate agent can add info about showing availability and buyer/seller services.
2. Forward your calls

When someone calls your business, your AI receptionist will pick up and ask the relevant questions.

Call transfer rule setup for a real estate agent, showing how to forward tour requests or property inquiries to a mobile number.
3. Get info via email, text, or directly in your CRM

Your receptionist will collect the data you want from callers and send it to you in an easy-to-skim summary. It can also pass it right to your CRM.

AI receptionist greeting an incoming call for Lemon Tree Real Estate, demonstrating 24/7 answering service for realtors.

FAQs about our ask questions feature

Have a question that isn't answered here? Get in touch with our team.

What kind of questions can Upfirst ask?

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Anything you’d normally ask on a call—name, email, location, reason for calling, urgency, budget, availability, and more.

Can I change the questions later?

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Yes. You can update questions or conditions at any time—no redeploys or engineering work required.

What happens if a caller doesn’t want to answer a question?

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Upfirst moves on and continues the conversation naturally. You can also tell your receptionist to be insistent on collecting a particular piece of information if it's critical.

How do I get the information after the call?

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You can choose to get a text and email with the information collected as soon as the call is over. You can also connect Upfirst to your CRM so that the data is logged automatically.

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