SimboVara Workflow Customization: Set the Front Desk Transfer Number - Admin Panel
Purpose
Allow callers to reach your front desk when transfer is requested or when escalation is needed.
Behavior
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If this number is set, Copilot can transfer calls to your front desk during office hours.
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If this number is not set, Copilot will not transfer and will inform the caller that staff is busy during hours or that the office is closed after hours.
Steps
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Open Workflow Customizations.
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Enter the Front Desk Transfer Phone Number in E.164 or local format.
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Example entry: (617) 334-2617
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Click Save.
When transfers happen
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When a caller explicitly asks to speak with the front desk.
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When your workflow text includes instructions like “If the caller is upset, transfer to front desk.”
Tips and Good practices
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Use a hunt group or queue number, not a direct extension.
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Test transfers from an outside line during open hours.
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Review office hours so transfers are allowed at the right times.