Phone Screening Agent

Phone Screening Agent is a no-setup feature that transforms your existing Routing Forms into a conversational, natural-language phone experience.

For information on how to assign a phone number, see our article on How to Assign a Phone Number to Your Routing Form.

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How Phone Screening Works

Each Routing Form can be assigned its own dedicated phone number. This turns the form into a voice-based experience where callers answer questions and are routed automatically based on the form’s pre-set logic.

For information on how to manage dedicated numbers, see our article on Managing Phone Numbers.

The Guest Experience

When a client calls your dedicated number, they interact with the agents which is designed to handle the conversation:

• Personalized Welcome: The assistant greets the caller with your custom welcome message.
• Conversational Logic: The assistant asks the questions defined in your Routing Form and follows the specific routing logic of said form.
• Integrated Booking: If your form includes a Booking Calendar, the caller can finalize a booking directly during the phone call.

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Frequently Asked Questions (FAQs)

• Are there extra costs for my callers to use this service?

  Yes, standard phone call rates apply.

• Are there extra costs for me as a user to use a Phone Screening Agent?

  Yes, each dedicated phone number requires a phone number license.

• Can I generate phone numbers for any country?

  Currently, self-serve generation is limited to U.S., Canada and UK phone numbers. For all other countries, please contact our Sales team.