Call Routing Rules

Route calls based on time, caller type, and conversation context.

Call Routing Rules

Call routing determines how incoming calls are handled based on conditions you define.

Time-Based Routing

Set different behavior for business hours and after hours:

  • During business hours: AI answers, qualifies, and books
  • After hours: AI takes a message and offers a callback option
  • Holidays: Custom greeting with limited functionality
  • Caller Identification

    If a caller's number matches a contact in your database:

  • Their name and history are available to the AI
  • The agent greets them by name
  • Previous conversations provide context
  • Intent-Based Routing

    Based on what the caller says, route them to different flows:

  • "I want to book an appointment" → Booking flow
  • "I have a question about pricing" → Pricing FAQ flow
  • "I need to speak to someone" → Human transfer
  • "Cancel my appointment" → Cancellation flow
  • Transfer Rules

    Configure when and where to transfer:

  • To a specific team member: Ring their extension or mobile
  • To a group: Ring all team members, first to answer takes the call
  • To voicemail: Record a message if no one is available
  • To external number: Forward to another business number
  • Fallback Behavior

    If the AI can't determine intent after two attempts, it falls back to: "Let me take your name and number, and someone from our team will call you back shortly."

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