Deciding who a call is put through to, what happens when nobody answers, and what to do within two minutes if your calls stop arriving.
What you will have at the end
A clear rule for what happens when a call has to reach you right away: who is called, in what order, and what happens if nobody picks up. A transfer that rings into the void is worse than taking a message.
And a procedure for the day it breaks — an outage at a vendor, forwarding switched off by mistake, a number that changed. The first thing to do does not depend on us: it happens from your handset.
Allow ten minutes for the settings, and bookmark this page for the rest.
Before you start
The numbers of the people a call can be transferred to
Your hours, and what should happen outside them
Your urgency rule, written into your instructions
Your carrier's forwarding cancel code, shown on the Phone screen
Transferring is a choice, not a default: several businesses prefer taking a message with an immediate alert, which rings nobody into the void.
The steps
Step 1
Decide what triggers a transfer
An emergency by your rule, a caller who insists, a specific kind of request. Everything else stays with message-taking and a written summary.
Step 2
Say to whom, and in what order
One person, then a second, then message-taking. During on-call hours, the person on call replaces the ordinary list.
Step 3
Choose what happens if nobody picks up
The assigned callback: the request is created, a person becomes responsible for it, and the callback due shows in the inbox. The caller gets an answer even when no human could take the call.
If there is an incident
Remove the forwarding first
Dial the cancel code from the forwarded handset: your line returns immediately to its previous behaviour. You take your own calls again while we look.
Then
Write to us with the time
The time you noticed the problem is the single most useful thing. The workspace keeps the history of calls received: that is what tells whether the break sits with us or with your phone carrier.
Transfer, or take the message: what each one costs
A transfer puts the caller through to a person. When that person picks up, it is the best possible answer. When they do not, the caller has heard one more ring tone and still has no answer — and now feels they were passed around.
Taking the message with an immediate alert gives everybody an answer: the caller knows what happens next, you get the summary straight away, and you call back when you can actually talk. Many businesses end up preferring that setup, and it is not a retreat.
The assigned call-back, and why it beats voicemail
When nobody picks up, the request is created, someone on your team becomes responsible for it, and the call-back due appears in the inbox beside the conversation that produced it. It does not disappear until it is handled.
Voicemail, by contrast, drops a message somewhere nobody watches and assigns it to no one. The difference is measured in call-backs that get lost, not in the quality of the recorded greeting.
The edge cases
Your test call does not arrive
First remove forwarding from the handset concerned, then call your line directly. If it rings normally, the break is downstream and the exact time lets us place it. If it does not ring, the fault is at your phone carrier.
Your on-call person changes every week
The on-call list replaces the ordinary list during the hours you declared. Changing who is on call needs no change to forwarding or to your instructions: it is a setting of its own.
The caller refuses to leave a message
The call stays in your log with its time and number, even with no request created. That is often enough to call back, and it is how you notice that one number has tried several times.
A transfer lands in a personal voicemail
That is the worst outcome for the caller, because it feels like being sent nowhere. Put message-taking as the last step of the list: it catches what the numbers do not.
A call appears with no transcript
For activities declared sensitive, retention at the voice provider is switched off: the recording can be missing by design, not by failure. The written request and the summary stay available.
If something does not work
Transferred calls ring into the void
The transfer list points at a number nobody watches any more. Check the list, and add message-taking as the last step: it catches everything that falls through.
You get alerts for ordinary calls
Your urgency rule is too broad. Rewrite it from a real case rather than in categories — a precise rule fires less and gets listened to more.
Your calls stop arriving entirely
Remove the forwarding, then test your line directly. If it rings normally, the break is downstream; write to us with the time. If it does not ring, call your phone carrier.
A call appears with no transcript
For lines of work declared sensitive, retention at the voice provider is switched off: the recording may be missing by design. The written request is still there.
Frequently asked questions
What owners ask when the call chain breaks.
What is the very first thing to do?
Dial the forwarding cancel code from the forwarded handset. Your calls come straight back to you, and that move depends neither on your account nor on us.
Which detail helps you most?
The time you noticed the problem, and the number called. The history of received calls then shows whether the break is on our side or at your phone carrier.
Should I turn transfers on?
No, it is a choice. Several businesses prefer message-taking with an immediate alert, which gives the caller an answer without ringing a handset nobody is watching.
How do I avoid pointless alerts?
Write your urgency rule from a real call that made you drop everything, rather than in general categories. A precise rule fires less often and gets listened to more.
«Water running right now» fires better than «urgent plumbing problem».
What happens to calls while I restore my line?
Calls that arrived before forwarding was removed stay in your workspace, with their transcript and their request. Nothing is lost on the side already handled.
Can I test without disturbing a customer?
Yes. Call your own line from another phone, or run a test call from your browser: the browser one touches neither your line nor your count.