🎥 Check out this quick video below for a helpful walkthrough! Or the step-by-step down below! 👇
🔧 Step 1: Go to Phone Number Settings
Head to the Settings>Phone Number section of your account
Click the pencil icon ✏️ next to the number you want to update
🤖 Choose Your Receptionist Type
In the settings, you’ll be prompted to choose between:
Digital Receptionist: An automated system that greets callers and routes calls based on options
Human Receptionist: Forwards directly to a live team member or operator
⚙️ Human Receptionist Settings
If you choose to forward to a person:
Select your operator
Set their availability (days + times)
Choose ring duration — we recommend ~20 seconds for quick pickup
Enable “Announce Caller” so your team can screen or prepare before answering
✨ This is especially helpful if your team is juggling multiple responsibilities or needs time to follow up later!
🚦 Why Use a Digital Receptionist?
If you have a larger team or want more structured call routing, a digital receptionist is often the best choice. It helps guide callers to the right place without overwhelming one person.
Pro Tip: You can even have the digital receptionist route to a human after collecting basic info.
✅ Best Practice
Use the digital receptionist first, then pass calls to the human receptionist as needed. This gives your team time to filter and prepare—while still delivering a warm, responsive experience for callers. 📲
Need help configuring your setup? Our team’s here and happy to help! 💬