Every call lands with the right person
Sarah routes conversations by the rules you set — department, job type, existing customer, urgency — and transfers live when a human should take over.
Call Transfers & Routing
Press one for scheduling is not routing; it is friction. Sarah figures out what the caller needs by talking to them, then applies your routing rules: new estimates to sales, active-job questions to dispatch, billing to the office, emergencies to on-call. The caller never navigates a menu or repeats their story twice.
Transfers are warm — Sarah passes along who is calling and why, so your teammate answers with context instead of starting cold. And routing is not all-or-nothing: calls Sarah can finish herself, like bookings and common questions, never need to interrupt anyone on your team at all.
How it works
- 01Define routing rules for departments, job types, and urgency levels.
- 02Sarah identifies the caller’s need through normal conversation, not menus.
- 03She resolves the call herself or transfers live with context.
What you get
No phone-tree purgatory
Callers state their need in plain language and get moved to the right destination — a person, a booking, or an answer. There are no menus to mis-press and no transfers to the wrong extension because a receptionist was rushed.
Rules your business defines
Route by service line, customer status, time of day, or urgency. Send new leads to whoever closes best, keep warranty calls with the office, and change any rule whenever you want without touching phone hardware or calling your carrier.
Warm handoffs, not blind transfers
When a call moves to your team, the context moves with it — name, issue, and what has already been discussed. If the destination does not answer, Sarah takes the call back rather than dumping the customer into a voicemail box.
Call Transfers & Routing questions
Can different call types ring different people?+–
Yes. Routing rules can split by service line, new versus existing customer, urgency, and time of day — sales calls to one phone, active-job issues to dispatch, after-hours emergencies to on-call. You edit the rules whenever the team changes.
Do callers have to press buttons?+–
No. Sarah asks what they need and routes based on the answer. Callers who just want to book never get transferred at all — she completes the booking herself and only interrupts your team when a human is genuinely required.
What happens if the transfer target does not answer?+–
Sarah stays with the caller. She takes the conversation back, completes the intake or booking herself, and notifies the intended person with a summary so they can return the call — no customer left listening to endless ringing.
See call transfers & routing live
Leave your number — we’ll demonstrate it on a real call with Sarah.
We’ll call you back with Sarah on the line — typically the same business day. No long-term contracts · Cancel anytime