Forum Discussion
3 Replies
- Sam_AshbornContributor 2
Katy, the department-routing piece works best when you map the decision to the caller's intent, not to a menu tree. Set up separate inbound queues for each department and have the AI secretary ask one qualifying question up front — something like "are you calling about scheduling, billing, or a service issue?" — then route to that queue's extension. Anything that doesn't match drops to a catch-all that leaves a detailed voicemail and fires a notification to your office inbox.
Two adjustments that kept it from turning into a robotic experience: shorten the greeting so callers hear a real name within the first two seconds, and let the AI confirm the right department before it transfers so the person on the other end isn't guessing. Review a handful of call recordings each week at first; you'll quickly spot which prompt is making people hang up and can tighten it.
- judithviragVerified Community Coach
We do yes. You can program this into the system. Ask the customer what they are calling for and direct them to that person.
- DanGContributor 2
The handoff matters more than the greeting. I’ve lived the 7 a.m. voicemail pile, and the setup only helped when it captured the reason for the call, urgency, service area, and best callback window—then created a task or booking request instead of leaving a message someone had to reconstruct.
I’d separate routing from booking. Let the system handle overflow and nights first, keep a human fallback for anything nuanced, and review a few transcripts each week. Measure missed calls and next-day admin for a couple of weeks before expanding. If it can’t reliably capture the basics, it’s just a nicer voicemail