Frequently asked questions

Questions people ask before they book a demo.

Clear answers about phone systems, AI receptionists, CRM, follow-up, websites, security and support.

Choose a topic below or contact the team if you need a specific answer.

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What is Step Into AI?

A connected business phone, AI receptionist, CRM and follow-up platform designed to help service businesses capture and progress enquiries.

Does the AI receptionist replace staff?

No. It is designed to help when the team is busy or unavailable, with escalation or callback options when a person is needed.

Can I approve messages before they go out?

Approval rules can be designed so messages require approval, run automatically within defined rules, or escalate to a person. The local replica demonstrates the concept only.

Can this replica connect to my CRM?

Yes, with a supported API, credentials, a secure backend and a clear mapping of the data you want to synchronise.

01

AI receptionist

Answer calls when the team is busy, with escalation to a person.

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02

CRM and customer records

Keep enquiries, pipeline and next actions together.

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03

Security and data

Review the controls and policies needed for your deployment.

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04

Plans and pricing

Compare starting points for different business needs.

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What happens to your next enquiry?

See how phone, customer records and follow-up can work together — with human approval where it matters.