> ## Documentation Index
> Fetch the complete documentation index at: https://docs.atllasx.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Call Handling Actions

> Configure what your AI Receptionist does during and after calls.

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

## Available Actions

### Email Notifications

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

### Follow-up Text (SMS)

The AI offers to send the caller a follow-up text during the call. Choose one of five pre-approved message templates — the same templates available in AI Calling campaigns:

| Template                     | What it sends                                | Where the content comes from          |
| ---------------------------- | -------------------------------------------- | ------------------------------------- |
| **Meeting Request**          | A link to book a meeting                     | Your meeting link                     |
| **Next Step Link**           | A link for the next step                     | Your meeting link                     |
| **Appointment Confirmation** | The appointment's day, time, and details     | Extracted from the conversation by AI |
| **Conversation Summary**     | A short recap of the call                    | Generated from the conversation by AI |
| **Offer / Promo Code**       | Your offer description, promo code, and link | Your offer details and link           |

Each template also exposes the same fields as AI Calling:

| Field                                  | Applies to                                          | Notes                                                                                                                                 |
| -------------------------------------- | --------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------- |
| **Sender Name**                        | All templates                                       | Per-receptionist override for the name in the text. Leave blank to use your default sender name.                                      |
| **Meeting / Next Step / Offer Link**   | Meeting Request, Next Step Link, Offer / Promo Code | Per-receptionist override for the link. Leave blank to use your default link. Use **Edit default link** to change the shared default. |
| **Offer Description** + **Promo Code** | Offer / Promo Code                                  | Both are required before the template can be enabled.                                                                                 |

A few things to know:

* **Consent is required.** The text is only sent after the caller verbally agrees to receive one during the call — the AI asks first, and our system confirms consent from the transcript before sending.
* **A transcript is required.** Voicemails and failed calls never trigger a text.
* **AI-populated templates** (Appointment Confirmation, Conversation Summary) fill in their details automatically after the call ends. If the details can't be determined, the text is skipped rather than sent incomplete.
* **Sender name and link are per-receptionist overrides.** They fall back to your shared defaults when left blank, and setting one here does **not** change the shared default your AI Calling campaigns use. Use **Edit default link** to change the shared default explicitly.
* Template text is pre-approved for SMS delivery and can't be edited — only the highlighted fields (sender name, link, offer details) are filled in.
* Changes to the section (template, sender name, link, offer details) are saved together with a single **Save** button, and **Discard** reverts any unsaved edits.

The AI will naturally work the offer into the conversation, e.g. *"Can I text you a link to book a time?"* or *"Would you like a text summary of what we discussed?"*

### 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.

| Field                 | Description                                                     |
| --------------------- | --------------------------------------------------------------- |
| **Forwarding Number** | The phone number to transfer to                                 |
| **Warm Transfer**     | Toggle on to have the AI introduce the caller before connecting |

See [Call Forwarding](/docs/ai-calling/creating-a-campaign/call-forwarding) for full details.

### 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](/docs/ai-calling/creating-a-campaign/keypad-navigation) for details.