Donna detects who's calling — qualified lead, existing client, or unknown/spam — and runs the right playbook. Qualified leads get qualified. Existing clients get routed. Spam gets filtered. You set the rules.
A new prospect needs intake. A returning client needs to be heard fast. A robocall needs to be hung up on. Treating all three the same means slow service for clients, friction for leads, and wasted minutes on spam.
Donna runs three default playbooks based on caller type. Qualified leads get a 3-6 question qualification flow tuned to your vertical. Existing clients (matched by caller-ID) get the fast lane: greeting by name, last visit pulled, warm transfer or quick reschedule. Unknown/spam gets verification → message-or-block. Each playbook is fully customizable.
3-6 vertical-specific qualification questions, then booking or escalation. Tuned per vertical (matter type for legal, service preference for salon).
Caller-ID match → greeting by name → last visit pulled → fast lane to booking, reschedule, or warm transfer.
Voice verification on suspicious numbers; message-taking for legitimate inquiries; auto-block for confirmed spam.
Add caller categories beyond the defaults: VIP clients, partners, vendors, after-hours-only callers. Each gets its own flow.
Tag specific numbers with custom categories. Donna runs the matching playbook automatically.
Pro tier: split traffic between playbook variations. Test which qualification flow converts better. Donna tracks the results.
| Donna | Smith.ai | Generic AI | Single voicemail | |
|---|---|---|---|---|
| Multiple playbooks per caller type | 3 default + custom | 1 generic flow | N/A | Manual judgment |
| Caller-ID-driven routing | Yes | Limited | N/A | Manual |
| A/B testing | Pro tier | No | N/A | N/A |
| Custom playbook creation | Yes | Submit ticket | N/A | N/A |
Every booking is yours — no commission, no per-call fee. Solo for independent professionals, Starter for small teams, Pro for multi-staff or multi-location practices.
Independent professionals.
Small businesses (1–5 staff). Most popular.
Multi-staff or multi-location.
14-day free trial · No credit card · Cancel anytime · 30-day money-back
14-day free trial. Three playbooks on by default. Customize anytime.
