Adding Callers to Your Direct Transfer or Block List

Updated 1 week ago by Coralyn Stahura

There are two ways to add callers to your direct transfer or blocked lists.

If you have several contacts to add to either the blocked list or your direct transfer list, that is no problem! You can upload a CSV; learn how to do that here.

Blocking a phone number

If there is a specific caller that you do not wish to speak to, you can block their telephone number from reaching you and our receptionists. When anyone calls from that number in the future, they will receive a message letting them know they have been 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 feature useful for:

  • Undesirable sales calls
  • Unwanted/rude callers
  • Unwanted referrals

Via the call summary

  1. To block callers, click the "Always block this caller" link in the call summary.
  2. That is it; the phone number has been blocked.

Via the online dashboard

  1. Log in to your online dashboard.
  2. Navigate to the "call handling" menu on the left side toolbar.
  3. Locate the section "Blocked Numbers" and click "add."
  4. Input the number(s) you wish to block and click "add."

Adding numbers to your direct transfer list

If you have certain callers that you'd prefer to bypass our receptionists and be directly routed to your telephone number, you can do this as well! 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 feature useful for:

  • Current important clients
  • Family members
  • VIPs, such as judges or government

Via the call summary

  1. To direct transfer certain callers, click the "Always route this caller directly to me" link in the call summary.
  2. That is it; the number has now been added to your direct transfer list.

Via your online dashboard:

  1. Log in to your online dashboard.
  2. Navigate to the "call handling" menu on the left side toolbar.
  3. Locate the section "Direct Transfers" and click "add."
  4. Input the number(s) you wish to direct transfer and click "add."
You can also verify the number these calls will be forwarded to in the Direct Transfer section. It'll be labeled as "transfer to." If you wish to update the number, click 'update' and input the desired telephone number. Remember, this number should NEVER be forwarded to our receptionist team, or the caller will be stuck in an endless loop.

Removing a number from either list

  1. Log in to your online dashboard.
  2. Navigate to the "call handling" menu on the left side toolbar.
  3. Locate either the "Direct Transfers" or "Blocked Callers" and click "remove."
  4. A selection box will pop up, place a checkmark next to the number(s) you wish to remove and, click the red "remove" button.
These features are not available if you do not provide Smith.ai with Caller ID.


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