Call handling
The On the call group on the Receptionists page controls what happens during a phone call: who picks up first, when calls are transferred to your team, how callers are verified, and which numbers are blocked.
Who answers first
Who answers first decides whether your staff phone rings before the receptionist. It applies to every receptionist in your workspace. Under Staff answers first, choose:
Business hours follows your business hours. With more than one location, choose which location’s hours to follow. Custom hours includes a timezone.
When staff answer first, open Staff phone:
Staff answering first places an outbound call to your staff phone. It is unavailable on a Reception.ai number in Canada unless every number on the receptionist comes from your own Twilio account or SIP Trunk. See Bring your own number.
Forward an existing number
To keep your current business line, forward calls you don’t answer to your receptionist’s number. Forwarding is set up with your phone carrier and works independently of who answers first.
Open Forward an existing number, choose the country of the phone you will forward from, and dial the codes shown. For most mobile carriers:
Some carriers, such as Verizon in the US, use star codes instead (*71 for busy or unanswered calls, *72 for all calls). The dialog shows the right codes for your country.
Your carrier controls how many rings pass before forwarding, and may charge for forwarded calls. Landlines and internet phone systems are configured through your provider’s settings instead.
Transfer to a human
Transfer rules let your receptionist connect callers to specific people or departments based on what the caller says. You can create up to 100 transfer rules per receptionist.
Each rule has:
- Label: a short name (1–200 characters).
- Phone number: where to transfer the call.
- When to transfer: the condition, in plain English (1–2,000 characters).
- Digits to dial after connecting (optional): keypad tones to play once the destination answers, for example to reach an extension. Use
0–9,*,#,wfor a 0.5-second pause, andWfor a 1-second pause, up to 50 characters. This field appears when Allow playing touch tones is on in Advanced settings.
Example transfer rules
Transfer availability and limits
- Transfers work on phone calls only, not on web conversations.
- Transfers are unavailable on a Reception.ai number in Canada unless every number on the receptionist comes from your own Twilio account or SIP Trunk.
- Transferring to a number outside your business’s country requires your own Twilio number or the Premium plan.
- Premium-rate and shared-cost numbers can’t be used as transfer destinations, even with your own Twilio number.
- During the free trial, you can add or edit up to 10 transfer rules per day.
Transfer settings
By default, the person receiving a transferred call sees the caller’s own number. This is a blind transfer: the call is handed over directly.
Turn on Show your business number instead to show your business number. The person receiving the call then hears a summary of the conversation before being connected, and the caller hears hold music while they wait.
Turn on Keep recording after a transfer to record the rest of the call after your receptionist transfers it and add it to the end of the call recording. This only applies while call recordings are stored. New businesses start with it on.
Transfer settings is available when all of the receptionist’s numbers are Twilio numbers.
Verify caller identity
Protect client data by requiring callers to prove who they are before the receptionist reads or changes their records, and keep your receptionist from answering spam calls.
With secure mode on, callers from an unknown number and website visitors must pass verification before accessing their records. Codes are sent by email by default. Sending by SMS requires an SMS-capable Twilio number. See Notifications and SMS.
Spam protection is available to businesses in the US. It does not appear when every number on the receptionist is a SIP trunk number.
Blocked numbers
Block phone numbers from reaching your receptionist. Blocked callers are rejected immediately. The block list applies to every receptionist in your workspace.
When blocking a number, you can add:
- Reason: a note for your team.
- Block until: an expiry date. Leave empty to block permanently.
You can also block a number from a conversation or a client profile.