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AI Receptionist for Workiz

Relay turns a website into an AI phone receptionist that answers every call 24/7 and books jobs straight into Workiz. No prompts, no dashboards — paste a site, connect Workiz, and click build.

Launching soon
Setup

How to connect an AI receptionist to Workiz

01

Get your API token and secret

In Workiz (Ultimate plan with the API add-on), go to Settings → Integrations → Developer and copy your API token and secret.

02

Connect Workiz

In Relay, create a project and click Connect Workiz on the Receptionist tab.

03

Paste your credentials

Paste the token and secret and set your time zone and crew size so jobs land at the right local time.

04

Build

Click Build — your AI receptionist schedules jobs in Workiz and verifies callers by phone.

Before you connect

Workiz API access requires the Ultimate plan with the API add-on enabled.

What it does with Workiz

Schedules jobs in Workiz

Books a job at the correct local time with the right crew capacity, straight into your Workiz schedule.

Verifies callers by phone

Matches the caller to the phone on the job before changing anything, so only the customer can move their own job.

Answers every call 24/7

Catches overflow and after-hours calls and turns them into booked field jobs instead of lost leads.

Who it's for

Built for field service companies, plumbers, HVAC, electricians, appliance repair, and trades — any Workiz business that runs on phone calls.

Questions

Workiz, answered.

How do I connect an AI receptionist to Workiz?

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On the Workiz Ultimate plan with the API add-on, copy your API token and secret from Settings → Integrations → Developer, then in Relay click Connect Workiz, paste them, set your time zone, and click Build.

What Workiz plan do I need?

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Workiz API access requires the Ultimate plan with the API add-on enabled. Standard plans don't expose the API keys Relay needs.

Does it schedule jobs at the right time?

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Yes. Workiz stores job times in your local business time, so Relay books each job at the correct local time for your crew.

Can callers reschedule their own job?

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Yes, after verification. The receptionist matches the caller's phone to the job before moving or cancelling it, and refuses if it doesn't match.

Put an AI receptionist on your Workiz line.

Be first in line when Relay opens — early members get in before the doors do.