AI Phone can now route calls from known customers straight to their owner
You can now have AI Phone connect calls from customers registered on the Customers screen directly to the staff member who owns the account, without the AI answering first. If the owner doesn't pick up, the AI answers as usual.
What's new
- When the caller's number matches a customer or contact on the Customers screen, and that customer has direct transfer turned on with an owner assigned, the call goes straight to the owner with no greeting.
- Phone numbers are matched regardless of full-width characters, hyphens, or +81 formatting. If the number doesn't match exactly one customer, the AI answers as usual.
- If the owner isn't currently available as a transfer target, or transfers are outside their hours or turned off, the AI answers as usual.
- If the owner doesn't answer, the AI takes the call from the greeting.
- The Customers list now has a direct transfer column, and the customer detail page shows the same setting. You can change the owner and turn direct transfer on or off right from each list row or the detail page; changes save automatically.
- Direct transfer can't be turned on for customers without an owner. Clearing the owner also turns direct transfer off.
- Edits are unavailable while customer data is syncing. Please try again shortly.
- Changes and deletions to customers and contacts in Bookmi's customer management now sync to the AI Phone Customers screen automatically, and data is imported automatically when you start using customer management.
- Calls connected directly to an owner without the AI answering aren't charged for AI handling. Line charges and similar fees still apply.
Who it's for
- Customers using the AI Phone Customers screen
- Owners can be any staff member registered as a transfer target on the Members screen
How to use it
- On the Members screen, register the staff member as a transfer target.
- On the Customers list or a customer's detail page, choose the owner.
- Turn on direct transfer on the same screen.