# Upfirst — AI answering service that picks up small business calls 24/7, books appointments and texts you summaries.

> Source: Receptionist Index — https://receptionistindex.com/upfirst (structured, researched, re-verified)
> Facts last verified: 2026-10-16

Upfirst is an AI receptionist that answers a small business's phone around the clock, answers caller questions from the owner's own information, books appointments and transfers urgent callers. Plans are sold by monthly call allowance and set up self-serve from the business website.

| Fact | Value |
| --- | --- |
| Website | https://upfirst.ai/ |
| Price | from $24.95/month billed monthly, $20/month billed annually |
| Free trial | Partly |

14-day free trial with full access to every feature of the plan you select; real calls can be forwarded to it and no credit card is required. No standing free plan.

## What it costs at your call volume

**What it bills by** · Yes — Billing is per answered call, not per minute: each plan includes a fixed number of calls a month and names a per-call rate for anything beyond it, so call length does not change the bill.

> $1.50 per additional call
> — https://upfirst.ai/pricing · Plan cards, Starter column, under the monthly price

**Past your allowance** · Yes — Calls past the allowance keep being answered and are billed at a published per-call overage rate that falls as the plan grows, from $1.50 on Starter to $0.70 on Scale.

> $.70 per additional call
> — https://upfirst.ai/pricing · Plan cards, Scale column, under the monthly price

**Spam calls not billed** · Yes — Robocalls are detected and blocked before they touch the allowance, and the vendor also excludes pocket dials and calls under fifteen seconds, labeling both in the call log.

> No. We use AI to automatically detect and block spam, telemarketing, and other robocalls, so they don't count against your plan.
> — https://upfirst.ai/pricing · FAQs, "Do you count spam toward my total calls?"

## What it does on the call

**Books appointments** · Yes — It checks the connected calendar during the call, offers open times and writes the booking itself, with the collected caller details added to the calendar event.

> Upfirst suggests available times, confirms with the caller, and books the appointment automatically.
> — https://upfirst.ai/features/scheduling · How it works, Step 03

**Transfers to a person** · Yes — Rule-based transfers to a person, department or extension, and warm transfers brief you on who is calling and why before you press one to accept or decline.

> Yes, Upfirst offers warm transfers. With a warm transfer, your receptionist will give you some information about the person who is calling, such as their name and what they need.
> — https://upfirst.ai/features/call-transfers · FAQs, "Do you offer warm transfers?"

**After-hours rules** · Yes — Coverage is a choice per account: all calls, overflow only, or after hours only, and the service itself answers nights, weekends and holidays on every plan.

> Choose what your receptionist handles: every call, overflow only, or after hours.
> — https://upfirst.ai/pricing · Plan cards, "24/7 answering" feature line

**Urgent calls escalated** · Yes — Emergencies are recognized from what the caller describes and handled by your own rules: an immediate transfer to on-call staff, an instant alert, or detail capture for next-day follow-up.

> Upfirst follows your emergency workflow. It can escalate urgent calls, send alerts to your on call staff, or gather key details for next day follow up.
> — https://upfirst.ai/solutions/after-hours · FAQs, "How does Upfirst handle emergency calls after hours?"

**Human receptionists as backup** · No — Upfirst supplies no human agents for calls: when the AI cannot finish a call its documented fallbacks are another of your own numbers, a message, or your voicemail. Its human staff are support and onboarding only, on weekday business hours.

> You can set a fallback so that the receptionist tries to then transfer to somebody else. You can have the receptionist take a message instead. Or, you can send the caller to your voicemail.
> — https://upfirst.ai/features/call-transfers · FAQs, "What if I don't answer the transfer?"

**Asks your questions** · Yes — You set the questions it asks each type of caller, as fields in the dashboard or as plain-language instructions, and pre-screening questions are used to qualify leads before they reach you.

> Customize what Upfirst asks your callers — like their name, email, or any other details.
> — https://upfirst.ai/features · Feature grid, "Collect the info you need from every caller"

**Answers about your business** · Yes — Prices, hours, services and policies are answered from knowledge you add, and the vendor imposes no size limit; pasting a website URL has it scrape and summarize the page for use on calls.

> Yes. Just paste in a URL, and it will automatically read and summarize the content for use during calls.
> — https://upfirst.ai/features/knowledge · FAQs, "Can the receptionist use content from my website?"

**Texts your callers** · Partly — It can text the caller mid-call on every plan with no extra charge, but the vendor's own setup documentation says the message is fixed for every caller and goes only to the calling number, so it is one-way sending rather than a text conversation.

> The message is the same for every caller. It can't include their name or any details from the call.
> — https://upfirst.ai/docs/setup-guide.md · Section 7, Texts to callers

## What you get after the call

**Call summary by text** · Yes — A summary of the key details goes out by text or email the moment the call ends, and notification rules can send it to different people or only on certain call types.

> The key details from every call, texted or emailed the moment it ends.
> — https://upfirst.ai/pricing · Plan cards, "Instant call summaries" feature line

**Recordings and transcripts** · Yes — Every plan including the cheapest lists recordings and transcription, so you can replay a call or read it; calls taken in another language are translated into the language you choose.

> Call recordings & transcription Listen back or read exactly how any call went.
> — https://upfirst.ai/pricing · Plan cards, Starter column, "Call recordings & transcription" feature line

## What it connects to

**Google Calendar** · Yes — Google Calendar, Outlook, Calendly, Acuity, Square and Clio Manage are all named as direct booking targets, and several calendars can be connected for different team members.

> Yes. Upfirst books appointments directly into Google Calendar, Outlook, Calendly, Acuity Scheduling, Square, and Clio Manage.
> — https://upfirst.ai/pricing · FAQs, "Does Upfirst integrate with my calendar?"

**Outlook** · Yes — Google Calendar, Outlook, Calendly, Acuity, Square and Clio Manage are all named as direct booking targets, and several calendars can be connected for different team members.

> Yes. Upfirst books appointments directly into Google Calendar, Outlook, Calendly, Acuity Scheduling, Square, and Clio Manage.
> — https://upfirst.ai/pricing · FAQs, "Does Upfirst integrate with my calendar?"

**Calendly** · Yes — Google Calendar, Outlook, Calendly, Acuity, Square and Clio Manage are all named as direct booking targets, and several calendars can be connected for different team members.

> Yes. Upfirst books appointments directly into Google Calendar, Outlook, Calendly, Acuity Scheduling, Square, and Clio Manage.
> — https://upfirst.ai/pricing · FAQs, "Does Upfirst integrate with my calendar?"

**CRM, Zapier and webhooks** · Yes — Caller details reach a CRM two ways: Zapier on every plan for anything Zapier supports, or Custom Actions calling any HTTP API directly with bearer-token or OAuth credentials.

> Yes. With Upfirst's Custom Actions feature, you can connect natively to any CRM that offers an API. You can also connect to thousands of CRMs and other apps through Zapier.
> — https://upfirst.ai/pricing · FAQs, "Does Upfirst integrate with my CRM?"

**Your trade’s software** · Partly — Field service tools such as ServiceTitan, Housecall Pro and Jobber are reached through Zapier rather than natively; Clio is the one trade system with a native calendar integration. No dental, restaurant or salon system is named.

> Sync leads and service requests automatically to ServiceTitan, Housecall Pro, Jobber, and other field service platforms with Zapier integrations.
> — https://upfirst.ai/industries/hvac · Key features, "CRM integrations"

## Trying it, starting and leaving

**Free trial or free plan** · Partly — You can put it on your real line before paying, but only for the fourteen-day trial: there is no standing free plan, and the trial gives full access to whichever plan you picked.

> Full access to every feature in your selected plan for 14 days. You can forward real calls and test responses with no commitment.
> — https://upfirst.ai/pricing · FAQs, "What does the free trial include?"

**Card required to start** · No — No card is asked for to start the trial; the sign-up calls to action repeat this across the site and the vendor states payment information is not entered to try it.

> You can try our AI answering service without entering any payment info. It's risk-free.
> — https://upfirst.ai/features/languages · Closing section, "Get started for free"

**Sign up without a sales call** · Yes — Sign-up, number selection, training and forwarding are all done by the buyer online, with a demo booking offered as an option rather than a gate; a sales call is needed only above 600 calls.

> Spin up an AI receptionist in under 10 minutes. No credit card, no contracts.
> — https://upfirst.ai/security · Closing section, "Try Upfirst free for two weeks"

**Setup fee** · No — The vendor states there is no setup fee alongside the plan prices, and onboarding help is included rather than charged as a one-time implementation cost.

> Upfirst offers simple pricing for after hours call handling with no setup fee, no contract, and a 14 day free trial.
> — https://upfirst.ai/solutions/after-hours · FAQs, "How much does an out of hours call handling service cost with Upfirst?"

**Contract and cancelling** · Yes — Month to month with cancellation, upgrade or downgrade at any time and no call required; paying a year up front is optional and takes 20% off.

> No. You can cancel, upgrade, or downgrade anytime, no questions asked. If you pay annually, you get 20% off.
> — https://upfirst.ai/pricing · FAQs, "Do I have to sign a contract?"

## Which languages it speaks, and how it sounds

**Languages** · Yes — 35+ languages on every plan with automatic detection and mid-call switching, and transcripts translated into your language; other pages on the same site say 30+, so the count is inconsistent.

> Upfirst supports 35+ languages, with natural-sounding voices for each.
> — https://upfirst.ai/features/languages · FAQs, "How many languages does Upfirst support?"

**Choose or clone the voice** · Partly — You pick from a published library of dozens of voices filtered by language, accent and gender, but nothing on the vendor's pages offers cloning your own or a staff member's voice.

> Choose from dozens of natural-sounding voices across accents, tones, and languages.
> — https://upfirst.ai/voices · Page header, under "Find the right voice for your receptionist"

**Hear it before you buy** · Yes — A public number answered by its own AI receptionist is published on the site, and product pages carry recorded sample calls you can play for booking, transfers, languages and spam.

> Call our AI receptionist
> — https://upfirst.ai/solutions/after-hours · Hero, floating call widget beside 564-4778

## Your phone number and where it works

**Keep your number** · Yes — Every plan includes an Upfirst number and you keep your existing line, forwarding to it from a cell, landline or VoIP number with no porting; you can forward all calls or only missed ones.

> Every Upfirst plan comes with a phone number, and you can forward calls from your cell phone, landline, or VoIP number to your Upfirst line with no porting required.
> — https://upfirst.ai/pricing · FAQs, "Can I keep my current phone number?"

**Move your number in** · Partly — Porting a number in is supported and the vendor helps at no extra charge, but nothing on its pages says whether a number can be ported back out if you leave.

> If you'd rather port your number, we'll help you do it at no extra charge.
> — https://upfirst.ai/pricing · FAQs, "Can I keep my current phone number?"

## Who it is built for

**Industries it is set up for** · Partly — Around a hundred industry pages set out per-trade call handling and the integrations that trade uses, and new accounts are trained from the business website, but no library of prebuilt scripts or templates is documented.

> Set different protocols for emergency repairs versus routine maintenance requests.
> — https://upfirst.ai/industries/hvac · Key features, "Custom call flows"

**HIPAA, with a signed BAA** · Partly — A Business Associate Agreement is listed only in the Custom tier's feature set, the volume plan sold above 600 calls through sales, so a dental or medical practice on a published plan cannot self-serve a BAA.

> Business Associate Agreements for HIPAA-regulated businesses.
> — https://upfirst.ai/pricing · Plan cards, Custom column, "BAAs for compliance" feature line

**Several locations or numbers** · Yes — One account can run several agents for multiple businesses or locations at $9.95 a month each, with training either shared between them or kept separate.

> If you have more than one business, or one business with multiple locations, you can easily add more agents. Each additional agent is $9.95 per month.
> — https://upfirst.ai/pricing · FAQs, "Can I have more than one AI agent with Upfirst?"

## Getting set up and getting help

**Setup help** · Yes — Everyone gets a free 30-minute onboarding call plus chat support during the trial, Pro and Scale add white-glove setup and integration building, and the vendor says most businesses go live the same day.

> We also offer a free 30-minute onboarding call with one of our voice AI experts to help you get the most out of your 14-day free trial, plus onboarding support via chat.
> — https://upfirst.ai/pricing · FAQs, "How does the setup process work?"

**Support** · Yes — Humans answer weekdays 9am-6pm Eastern by chat, ticket and a published phone line, with an AI assistant covering weekends; Pro and Scale buyers get a priority queue.

> Real humans are available Monday through Friday, 9 a.m. to 6 p.m. Eastern Time. On weekends, our friendly AI assistant is available to help.
> — https://upfirst.ai/pricing · FAQs, "Do you offer customer support?"

## What changed

- 2026-10-16 — Capabilities · Free tier · Plan limits · Price · Terms

## Corrections

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