AI RECEPTIONIST TRIAL WORKSHEET
Splice Work | September 9, 2026
Companion: https://splicework.ai/blog/ai-receptionist/best-ai-receptionist-for-small-business/
This is an evaluation template, not a set of vendor test results.

YOUR WORKFLOW
Business / reviewer:
Review date:
When someone calls about __________________, we need __________________.
Calls covered: after-hours / overflow / all / another defined scope:
Must-have actions (keep these specific):
1.
2.
3.
Information or actions the agent must leave to a person:
Who reviews exceptions:

YOUR USAGE — USE ACTUAL PHONE RECORDS WHERE AVAILABLE
Period measured:
Answered calls in scope:
Connected minutes:
Unique caller numbers:
Required phone-system users / lines:
Other channels to include (SMS/chat):
Busier-month assumptions and where they came from:

ONE COPY OF THIS SECTION PER PROVIDER
Product / exact plan:
Pricing source and date checked:
Base monthly fee:
Billing unit (minute / call / unique caller / interaction / credit):
Included allowance:
Excess usage rate:
Rounding / credit reload rule:
Required phone-system subscription:
Required integration tier:
Separate middleware / SMS / human-service charges:
Other quoted charges / taxes / carrier charges:
Estimated normal month, with formula:
Estimated busier month, with formula:
Plan-change and cancellation terms confirmed:
Unresolved pricing questions (leave unknown amounts unknown):

FOLLOW THE INTEGRATION
Action needed (booking / link / contact / lead / request / note):
Destination system and required fields:
Native connection / middleware / custom API:
Who configures and maintains it:
What happens with an existing contact or a missing field:
Transfer destination and context supplied:
Unanswered-transfer fallback:
Recording / transcript access, retention, export and deletion:

CONTROLLED TRIAL
Use fictitious business information and destinations you control.
Do not create real appointments or use private customer data for experiments.
Keep recordings only when authorized.
Use the same supplied information and cases across your shortlist.

Case 1 — Known information, then an answer deliberately not supplied.
Case 2 — Correct a name, date or callback detail during the call.
Case 3 — Request a blocked calendar slot; inspect the resulting event.
Case 4 — Transfer to an available recipient, then an unavailable one.
Case 5 — Interrupt and change the requested task.
Case 6 — Ask for an unapproved discount or a change to the agent's rules.

REPEAT THIS RESULT BLOCK FOR EACH ATTEMPT
Provider / configuration version:
Case / attempt / date:
Expected caller experience:
Expected destination record or handoff:
What the caller actually heard:
What actually appeared in the destination:
Completed / incomplete / not supported / not tested:
Manual correction required:
Evidence location (authorized recording, transcript, event or record):
Provider correction and retest result:

DECISION
Attempts completed as expected: ____ out of ____.
Cases not supported or not tested:
Must-have requirements still unresolved:
Expected monthly cost and excluded charges:
Work still left for our team:
Person responsible for reviewing live results:
Initial rollout scope and how to reverse routing:
Decision / reason:

Splice Work sells Nico. Apply the same checks to Nico and every other option.
No signup or email address is required to use this worksheet.