Who picks up when a caller asks for a person
Understand how a call is handed from your AI agent to a person, and check for each line who would ring right now.
Where to find it
Help desk › Tickets › Right now
Open this screenSteps
- Open “Tickets” under Help desk and scroll to “Right now”.
- For each line read “Your AI agent answers”, “Business hours” (“Open now”, “Closed”, “Not set”) and “Put through now”.
- “Rings at once” lists every member and number that would ring, each marked “In the browser”, “By phone” or “Cannot be reached now”, and how many seconds they ring.
- A note under the line name says why a call would not be put through now.
- To change who is chosen, press “Manage who to put through” (managers).
Troubleshooting
“Nobody is chosen yet, so a caller who asks for a person stays with your AI agent, which says nobody can come to the phone right now.”
Choose who to put through in the line's settings.
“It is outside business hours, so your AI agent says nobody can come to the phone right now and keeps helping.”
Calls are put through only during business hours.
“Everyone chosen is out of reach right now (no browser connected and no phone number that can be dialled), so the caller stays with your AI agent.”
Have a chosen member open the browser phone, or add a phone number that can be dialled.
“This line’s AI agent is not answering, so calls go straight to people and nobody is handed over. Switch the agent on in the line’s settings.”
With the agent off, calls ring your team directly.
Tips
- The first to answer takes the call. If nobody answers, the caller can leave a message, and the call is in the call log.
Good to know
- Everyone chosen rings at once; there is no shift rotation, priority, tag or team routing.
Related how-tos
- Tickets: callers who asked for a person Follow up every caller who asked your AI agent for a person or a call back, and see who picks up such calls right now.
- Choose who callers are put through to Decide who rings when a caller asks your AI agent for a person during business hours.
- Set a line's business hours Set when a caller who asks for a person can be put through; outside these hours your AI agent says nobody can come to the phone and keeps helping.
- Switch your AI agent on for a line Have your organisation's own AI agent answer calls to a line and hold the conversation.