Help · Your front desk
Transfer alerts
Choose a text alert, a spoken summary or no alert when Hello puts a caller through.
Transfer alerts tell your team who's calling before they pick up. You set a default for new contacts and can change it for each person.
Choose the default
- Open Your front desk.
- Find Escalation.
- Choose Text alert with caller details (recommended), Spoken summary when they answer or No alert.
- Look for the saved confirmation.
Only owners can make changes. Changing the default doesn't change contacts who already have their own setting.
The options
Text alert with caller details (recommended) sends a text just before the call, with the caller's name, number and reason for calling. Handy if you miss the call and need to ring back.
Spoken summary when they answer reads a short summary to the person who answers. It can be hard to catch.
No alert puts the call straight through.
Change one person's alert
- Find Phone tree on the same page.
- Edit the contact.
- Choose their alert.
- Select Save.
An alert doesn't bring an unanswered transfer back to Hello. Once the call is handed over, that person's voicemail applies. See what happens if a transferred call isn't answered.
Still stuck? Ask Riley, or email hello@leadica.io.