How to Directly Transfer and Block Callers
Blocking callers
To block callers, click the "block this caller" link in the call summary. When anyone with that number calls you in the future, they will receive a message letting them know they are blocked. Once a caller has been blocked, you will not be charged for future calls from them (since they don't reach our receptionists). You'll find this useful for:
- Undesirable sales calls
- Unwanted/rude clients
- Unwanted referrals
Directly transfer callers
To directly transfer certain callers, click the "direct transfer this caller" link in the call summary. 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 useful for:
- Current important clients
- Family members
- VIPs, such as judges or government
We can do it for you
If you have a list of direct transfer or blocked numbers, send them over to us at support@smith.ai! All we need is the name and number for each. Please note: these features are not available if you do not provide Smith.ai with Caller ID.
