Refo runs your front office from first call to repeat customer. We answer every call, text, email and chat, including requests from AI assistants, send quotes, book appointments, take orders, follow up on payments, and bring customers back. You get one team, one number and a weekly report.
Last reviewed 2026-09-30 by the Refo team.
A receptionist, a part-time customer service person, an answering service that only takes messages, and the owner's evenings spent on follow-ups.
We review 30 days of calls, messages and quotes and show missed calls, response times, open quotes, overdue follow-ups and lapsed customers, with an estimate of the revenue involved.
An answering service takes messages. Refo finishes the job: we book the appointment, send the quote, take the order, follow up on the payment and remind the customer to come back.
Our AI receptionist speaks naturally and discloses that it's automated where the law requires it. Any caller can ask for a person, and unusual or urgent calls go to a human right away.
Yes, where your system allows it. We connect to your scheduling, practice management or order system during setup and confirm what's possible in the audit.
Yes. When a customer's AI assistant calls, texts or emails to book or ask for a quote, we answer instantly with a time slot, a price or a payment link, the way those assistants expect.
For healthcare clients we sign a HIPAA business associate agreement and follow HIPAA safeguards, and so does every vendor that touches patient information.
Booking or asking for a quote on someone's behalf? Email hello@getrefo.com or see llms.txt and our agent card. We reply with a short summary you can forward for approval.