Inserting Genius Answering into your call flows

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In this article, you will learn how to insert Genius Answering into your call flows.

Genius Answering can quickly be set up to take calls before going to voicemail in all of your call flows. If you'd prefer a more customized approach, you also have the option of manually adding Genius Answering to specific points in your call flows.

Manually adding Genius Answering to your call flows

You have full flexibility to use Genius Answering however it best fits your needs. You can set it up as an after-hours answering service, use it to catch missed calls before they go to voicemail, or even have it handle all incoming calls around the clock. It’s completely customizable to suit your business workflow.

This section is only necessary if you chose not to automatically route calls to Genius Answering before voicemail when setting up your AI agent settings. If you chose not to do that, you will need to manually insert Genius Answering into your call flows using the steps below.

  1. From the sidebar menu, select Workiz Phone
  2. Select the Call flows tab
  3. Create a new call flow or edit an existing one
  4. From the call flow builder, decide exactly where you want Genius Answering to be triggered and select the plus icon
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  5. Select Genius Answering 
  6. Select Save/Create call flow

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