Team
Staff routing
Control which active staff members can receive customer calls through the AI receptionist.
Routing checklist
- Staff member is active.
- Phone number is correct and reachable.
- Role reflects the responsibility being routed.
- Primary designation is correct when a default escalation path is required.
Test after changes
Call the receptionist after changing a routing number or staff status. Confirm the new routing behavior rather than relying solely on a saved form state.