> ## Documentation Index
> Fetch the complete documentation index at: https://help.latchel.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Outbound Voice: When Latchel's AI Calls You

> If you work with Property Managers who use Latchel, you may start getting phone calls from Latchel's AI voice assistant instead of (or in addition to) texts and emails. This guide walks you through what those calls are, why you're getting them, and how to make the most of them.

### **What is Outbound Voice?**

You already get texts, emails, and portal notifications from Latchel about your jobs. Now you might get a **phone call** too — and it won't be a person on the other end, it'll be Latchel's AI voice assistant, calling on behalf of the Property Manager (PM) you're working with.

Here's the good news: this isn't extra work for you. These calls exist to make your life **easier**, not harder. Instead of a PM's team playing phone tag with you to ask "did you make it out there yet?" or "when's the invoice coming?", Latchel's AI now handles that check-in call directly with you — and it can actually get things done on the spot, like locking in a new appointment time or confirming a job is finished.

<Check>
  **The short version:** Answer the call like you would any other call about your work orders. The AI already knows which job it's calling about, so you can just talk it through like you would with a normal dispatcher.
</Check>

### **What These Calls Sound Like**

You may hear something like:

> *"Hi, this is Latchel's virtual assistant calling on a recorded line for work order updates. Do you have time now?"*

From there, the AI will ask about a specific job — for example, confirming whether you made it out to an appointment, or seeing if you need to reschedule. If you tell it you need a different time, it'll offer you real available windows and lock in the new appointment right there on the call, just like you'd do in your Latchel portal.

<Info>
  These calls are recorded, and the assistant will tell you that up front. A full transcript and summary of the call gets saved back to the relevant work order, so there's a clear record of what was discussed and agreed to.
</Info>

**There are two ways these calls happen:**

<CardGroup cols={2}>
  <Card title="On-Demand" color="#ff9b8a" icon="phone-arrow-up-right" iconType="duotone">
    Your PM's team clicks a button when they want a quick update from you — this can happen any time.
  </Card>

  <Card title="Daily Check-In" color="#ff9b8a" icon="calendar-clock" iconType="duotone">
    Some PMs turn on a daily automatic call so the AI checks in with you once a day about anything open on your plate — only if there's actually something to discuss.
  </Card>
</CardGroup>

### **What the AI Can Actually Do For You**

This isn't just a voice reading you a script — it can take the same actions you'd normally take yourself in your Latchel portal, right there on the phone:

* Confirm whether you made it out to a scheduled appointment
* Reschedule a visit to a new date and time
* Check on the status of an invoice
* Give you a quick rundown of everything else you have open for that day, so you're not caught off guard by a second job that's also due

<Warning>
  If you ask for something outside of what the AI can help with, it won't guess or make something up — it'll pass the details along as a task for the PM's team to follow up with you directly.
</Warning>

### Steps to Set Your Call Preferences

You don't need to sign up for anything to start receiving these calls — if a PM you work with has it turned on, you'll simply start getting calls when there's something to discuss. But you do have control over **when** those calls happen:

<Steps>
  <Step title="Answer a call (or ask) about your preferences">
    On a call with the AI, simply tell it something like *"I prefer to be called at 4 o'clock"* or mention specific days that work best for you.
  </Step>

  <Step title="Latchel remembers it for next time">
    Your preference is saved to your profile, and future calls — including the daily automatic check-ins — will happen as close to your preferred time as possible going forward.
  </Step>

  <Step title="Update it anytime">
    Preferences aren't locked in — just mention a new preferred time on a future call, and Latchel will adjust.
  </Step>
</Steps>

<Tip>
  If a lot of your jobs come from Latchel-managed properties, setting a preferred call time (say, right after your lunch break) means you can expect calls at a predictable time each day instead of getting caught off guard.
</Tip>

### Requirements & Eligibility

<Check>
  There's nothing to sign up for on your end. If a Property Manager you work with has Outbound Voice turned on, you'll simply start receiving calls from Latchel's AI when there's a job update to discuss. No app download, no new login, no cost to you.
</Check>

<Note>
  Whether you get these calls depends on your PM's account, not your own service provider settings. If you haven't gotten one of these calls yet, it just means the PMs you work with haven't turned it on — or there's nothing new for the AI to check in about.
</Note>

### **Frequently Asked Questions**

<AccordionGroup>
  <Accordion title="Is this a real person calling me?">
    No — it's Latchel's AI voice assistant. It sounds conversational and can hold a real back-and-forth with you, but it's automated. If you ever need to reach an actual person, you can still contact the PM's team directly the way you always have.
  </Accordion>

  <Accordion title="Do I have to do anything to start getting these calls?">
    No. There's no signup, download, or setting to turn on. If a PM you work with has this feature active, the calls will simply start happening when there's a relevant update.
  </Accordion>

  <Accordion title="Are these calls recorded?">
    Yes, and the AI tells you that at the start of the call. A transcript and summary are saved to the work order so there's a clear, accurate record of what was discussed and agreed on.
  </Accordion>

  <Accordion title="Can I reschedule an appointment right there on the call?">
    Yes. If you tell the AI you need a different time, it will offer you available windows and lock in the new appointment on the spot — the same as rescheduling through your portal.
  </Accordion>

  <Accordion title="What if I don't answer, or it goes to voicemail?">
    No problem — Latchel just logs that the call wasn't answered and moves on. You won't be penalized, and the PM's team can always follow up another way if something is time-sensitive.
  </Accordion>

  <Accordion title="Can I tell the AI what time of day works best for me?">
    Yes. Just mention your preferred time or days on a call, and Latchel will save that preference and try to reach you at that time going forward — including for daily automatic check-ins.
  </Accordion>

  <Accordion title="What if the AI asks me something it can't actually help with?">
    It won't try to make something up. Instead, it passes the details along as a task so a person on the PM's team follows up with you directly.
  </Accordion>

  <Accordion title="Does this replace texts and emails from Latchel?">
    No — think of it as an additional way Latchel can reach you, not a replacement. You may still get texts, emails, and portal notifications as usual.
  </Accordion>

  <Accordion title="Does it work if I speak Spanish?">
    Yes. If you respond in Spanish, the call automatically continues in Spanish.
  </Accordion>

  <Accordion title="Who do I contact if a call didn't go the way I expected?">
    Reach out to the Property Manager's team the same way you normally would with any question about a job — they can see the full transcript and summary of the call on their end too.
  </Accordion>
</AccordionGroup>