Adding Callers to Your Direct Transfer List

There are two ways to add individual callers to your direct transfer list.

If you have several contacts to add to the direct transfer list, that's no problem! You can upload a CSV; learn how to do that here.

Adding Numbers to your Direct Transfer List

If you have certain callers that you'd prefer to bypass our receptionists and be directly routed to your phone number, you can do this as well! When anyone with that number calls you in the future, they will bypass our receptionists and reach your primary phone directly. Once a caller has been added to your "direct transfer" list, you will not be charged for future calls from them (since they don't reach our receptionists).

You'll find this feature useful for:

• Current important clients
• Family members
• VIPs, such as judges or government

Option 1: Via the call summary

1. Click the "Always route this caller directly to me" link in the call summary.
2. The number has now been added to your direct transfer list.

Option 2: Via your online dashboard

1. Log in to your online dashboard.
2. Navigate to the "call handling" menu on the toolbar on the left side.
3. Locate the section "Direct Transfers" and click "Add."
4. Input the number(s) you wish to direct transfer, friendly name (optional), and number you wish to transfer to (optional). 
   • If the "transfer to" is left blank, calls will be transferred to the default transfer number.
5. Click "Add."

Adding a Default Transfer Number

In the Direct Transfers section, you can verify the default number to which these calls will be forwarded. It'll be labeled "transfer to." If you wish to update the number, click 'update' and input the desired phone number.

NOTE: This number should NEVER be forwarded to your Voice Assistant, or the caller will be stuck in an endless loop.

Removing a Number from the Direct Transfers List

1. Log in to your online dashboard.
2. Navigate to the "call handling" menu on the toolbar on the left side.
3. Locate the phone number you wish to remove in the "Direct Transfers" section and click the delete (trash can) icon.
4. A pop-up will ask you to confirm the removal. Click "Remove."

Direct Transfers are not available if you do not provide Smith.ai with Caller ID.

Questions? Contact us!

• If you're already a Smith.ai client and need help, please email us at support@smith.ai or call us at (650) 727-6484 for assistance.
• If you're not yet a Smith.ai client, please schedule a free consultation to get started with our voice assistant or email us at sales@smith.ai. We'll help you select the best plan to match your business’s growth goals and budget.