Uploading a CSV file to direct transfer/block numbers utilizing your VR dashboard

Crystal Field Updated by Crystal Field

Whether you are a new Smith.ai customer or you have been with us long-term, you likely have a list of VIPs that you want to speak with anytime they call. This document will assist you in bulk adds to either your Direct Transfer list or Blocked Numbers list.

If you've come here with expectations of the terms, "whitelist" and "blacklist," don't fret. These are outdated terms you should likely stop using as well. For more information, please see the Internet Engineering Task Force's document on the use of Oppressive Language in tech.

What is a Direct Transfer List, and why do I want one?

If you are unfamiliar with the terminology, direct transferring a number simply means that anytime a call from a specified number comes to us, it is redirected to your main number on file directly instead of our receptionist. This is useful for any important clients, family members, judges/court staff, etc. Anyone that you would like to speak with any time they call. Once a caller is added to the Direct Transfer list, you will no longer be charged for inbound calls that come from that number.

If you need/want to provide a different number to have these calls forwarded to, simply send us an email and we can update that on our side. Keep in mind, the number you direct these calls to can not be forwarded to our team or the caller will be stuck in an endless loop.

What is a Blocked Numbers List, and why do I want one:

You also have the ability to block numbers from reaching your business line. By adding these numbers to your Block List, you will prevent them from reaching you or our team again on future attempts. This is incredibly useful for unwanted sales/spam calls, rude/unwanted clients, and unwanted referrals. One benefit to blocking these callers is that you avoid unnecessary charges through our service, here at Smith.ai we will never charge you for these unwanted calls.

How to add numbers to your Lists with a CSV:

You now have the ability to upload a CSV using your online VR Dashboard.

  1. Create & save your CSV file. This should contain one column consisting of only numbers.

  1. Check for and remove duplicate numbers -
    1. Select the range of cells that has duplicate values you want to remove.
    2. Click Data > Remove Duplicates, and then Under Columns, check or uncheck the columns where you want to remove the duplicates.
  2. Login to your VR Dashboard, if you need assistance setting this up, please see: Using and Accessing the Smith.ai Call Dashboard.
  3. Load the call handling page and scroll down. Be sure you are on the appropriate list whether you are attempting to use the Direct Transfer or Blocked Numbers list.
  1. In the top menu select the "IMPORT CSV" option
  1. Click "Browse" and upload the file from your computer. Then click "Add"
  2. Voila! You will now see a pop-up for how many numbers were successfully added, and if there were any entries that were skipped.
If entries were skipped, please check the formatting to ensure there are no characters and the phone numbers are valid.

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 virtual receptionist services or email us at sales@smith.ai. We'll help you select the best plan to match your business’s growth goals and budget.

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