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 

 

 

 If this number is set, Copilot can transfer calls to your front desk during office hours . 

 

 

 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 

 

 

 Open Workflow Customizations . 

 

 

 Enter the Front Desk Transfer Phone Number in E.164 or local format. 

 

 

 Example entry: (617) 334-2617 

 

 

 

 

 Click Save . 

 

 

 When transfers happen 

 

 

 When a caller explicitly asks to speak with the front desk. 

 

 

 When your workflow text includes instructions like “If the caller is upset, transfer to front desk.” 

 

 

 Tips and Good practices 

 

 

 Use a hunt group or queue number, not a direct extension. 

 

 

 Test transfers from an outside line during open hours. 

 

 

 Review office hours so transfers are allowed at the right times.