Set up your After-Hours Lead Capture AI snapshot.

Tell callers who they reached.

Where live calls go.

• 1
  Replace [Team Phone Number]

  On Try the Team Line (call workflow) and Connect to the Team Line (callback workflow). Votel flags both until a real number is entered.

• 2
  Set your business hours

  Days, start and end time, and time zone on the same rule. Outside these hours Sara takes a message instead.

• 3
  Set the same hours on the callback-coming text

  So callbacks only happen while your team is in.

Caller ID and texts.

• 1
  Choose the from-number

  On both forwarding rules and both callback calls.

• 2
  Connect an SMS number

  On the four texts: message received, callback coming, sorry we missed you, we got cut off.

Team notices.

• 1
  Select an email sender

  On the five team emails.

• 2
  Confirm the support address

  Team notices go to your account's support email. Make sure it reaches the people who return calls.

Start the receptionist.

• 1
  Assign the agent to your number

  Inbound calls to that number start the call workflow; only those calls start the recovery workflow.

Let Sara answer common questions.

• 1
  Add a knowledge base

  Hours, services and service area. Without it Sara says the team will confirm.

Prove it with test calls, then go live.

Text version of this diagram

Install the snapshot, set the Company Name, enter the team phone and business hours on both forwarding steps, choose the caller ID for forwarding and callbacks, connect an SMS number for the four texts, connect an email sender and confirm the support address, assign the agent to the business line, run the acceptance calls, then activate.