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Call handling actions define what the AI does when certain conditions are met during a call. You can enable multiple actions simultaneously.

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Available Actions

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Email Notifications

Toggle email notifications on to receive a summary after every call. Notifications are sent to your account’s email address.

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SMS Collection

The AI offers to send the caller an SMS during the call — useful for sharing a meeting link, contact form, or follow-up resource.
FieldDescription
SMS MessageWhat the text contains
Meeting LinkOptionally append a scheduling link
The AI will naturally work the SMS offer into the conversation: “Can I text you a link to book a time?”

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Call Forwarding

Transfer callers to a human when the conversation warrants it. Call forwarding is a cold transfer by default — the AI connects the caller directly to the target number. Enable Warm Transfer to have the AI briefly introduce the caller before handing off.
FieldDescription
Forwarding NumberThe phone number to transfer to
Warm TransferToggle on to have the AI introduce the caller before connecting
See Call Forwarding for full details.

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Keypad Navigation

If your inbound number routes through a phone tree before reaching the receptionist, configure keypad navigation to handle menu prompts automatically. See Keypad Navigation for details.