Call routing
Choose where incoming calls go and agree how the team handles overflow or missed calls.
Make the next step clear
In Managed: Owner-configured call routing
Business phone
Give incoming calls a clear next step
Route calls to the right person, keep call activity with client conversations and decide what happens when your team is busy. Add an AI receptionist to answer approved business questions and capture callback requests.
Phone setup, number rental, call usage and any agreed setup work cost separately. AI receptionist needs Starter or Growth, a connected business number and call routing.
Keep call handling connected to your team
Call capabilities depend on provider setup, plan access and your call-handling configuration.
Call activity
Keep call records and summaries with the conversations your authorised team follows up.
Keep context available
In Managed: Connected Inbox workflows
Recording and transcripts
Use supported recording and transcript workflows where enabled, with the required caller notice and setup.
Review call details later
In Managed: Requires configuration and provider setup
AI receptionist
Answer approved business questions, capture confirmed callbacks and help verified callers with booking requests.
Offer callers a useful next step
In Managed: Starter & Growth · separate phone setup and usage
See how it works->
Add AI when your call workflow is ready
The AI receptionist works from business information your owner has approved and follows the routing configured for your business.
Answer approved questions
Share business information such as services and opening hours that your team has approved.
Capture a callback
Confirm the caller’s contact details and reason so staff can follow up.
Help verified callers
Support eligible booking requests after identity is verified and the caller confirms the exact change.
Clinical questions and decisions remain with your practitioner. A requested callback is a follow-up task, not a confirmed appointment.
Check setup and call costs
Phone numbers, connected providers and call usage can have separate charges.
Choose your routing
Agree when calls reach your team, what happens when calls are missed and where a handover should go.
Review connected provider costs
Check number rental, call rates, recording and any agreed setup before enabling the service.
Set access and notice
Choose who can use call tools and provide any required caller notices before recording.
Compare AI plan access
The AI receptionist requires Starter or Growth. Its phone setup and call usage are separate.
Questions about business phone tools
Plan your business phone setup
Bring your current number and routing details to a demo. The Managed team can talk through setup, access and likely provider costs.