All industries

Perfecto AI receptionist for private investigators

Never miss the case that matters

When you are on surveillance or deep in the field, your AI receptionist answers every call, screens each caller for case type and urgency, captures the details, and arranges a callback. You get serious clients, not voicemails and tire-kickers.

Keep your number · Answer on your terms

What an unanswered call can cost

Someone with a sensitive investigation rarely leaves a detailed voicemail. They may call the next PI who answers live. Meanwhile you are on surveillance and cannot even whisper without compromising your position. By the time you finish the assignment and check your messages, the case is already with whoever picked up. You only need to miss one case for it to cost you thousands.

When you cannot answer

Call forwarding follows the rules you choose.

The right details, captured

Your intake questions shape the conversation.

A clear next step

Booking, a callback or an approved escalation.

Built around your calls

Every kind of call, handled thoughtfully.

On surveillance you cannot answer, and one whisper can blow months of work. Perfecto takes the call, screens the case, and captures the callback details silently, so the high-value inquiry is yours instead of the next PI who happened to pick up. Screening follows your approved questions; professional assessment and advice stay with your qualified team.

Perfecto confirms what the caller actually needs on the first call: surveillance, background check, corporate fraud, missing person or infidelity. It checks the case fits your specialisations and licensing before it ever reaches your callback list. Screening follows your approved questions; professional assessment and advice stay with your qualified team.

Not every caller is a case you want, and some want something you cannot legally do. Perfecto politely declines work outside your services, then logs the call so you still know who rang without wasting an hour on a dead-end callback. Screening follows your approved questions; professional assessment and advice stay with your qualified team.

When a caller has a viable case, Perfecto asks when they would like you to reach them and texts your booking link. You call back between assignments, on your terms, instead of trying to talk during a stakeout. Screening follows your approved questions; professional assessment and advice stay with your qualified team.

Perfecto tells a new inquiry from an existing client, routes each the right way, and captures only general case information on the call. The full summary and transcript reach you privately, so sensitive matters stay off voicemail. Screening follows your approved questions; professional assessment and advice stay with your qualified team.

Private investigators workplace
TranscriptVoice

Caller

I need someone discreet to look into possible fraud at my company. Can we talk?

AI agent · Perfecto

Of course. I can take the details now so the investigator calls you back. Is this corporate or financial fraud?

Intake details captured · Ready for team review

Scripted example · No real booking

A better outcome for every enquiry.

Screen

Find out what the caller needs before the handoff.

Capture

Keep contact information and intake details together.

Connect

Route the enquiry to the next step you approve.

Source platform case study

Trillet’s published Google Cloud customer story

Deployment results in this story belong to Trillet, not Perfecto.

Read the published case study

Integrations

Your calendar.
Your way of working.

Discuss a calendar connection or send callers your booking link. Prefer a callback? Collect the enquiry and let your team arrange the appointment.

Explore integrations
Appointment or booking-link handoff
Caller confirmation, when configured
Intake details and call summary

Connection availability and live booking require configuration with our team.

Trust and reliability

Clear boundaries.
Dependable handoffs.

Explore security and data
  • Keep your existing business number and choose the forwarding rules.
  • Use your approved services, service area and intake questions.
  • Set clear escalation rules for urgent or sensitive matters.
  • Review recording, transcript and retention settings before going live.
  • Confirm pricing, availability and terms with our team.

Frequently asked questions.