How to forward calls from Nextiva to Smith.ai

Crystal Field Updated by Crystal Field

Nextiva customers will need to set up call forwarding to Smith.ai for our receptionists to be able to answer your calls. Follow the directions below to ensure your calls are being forwarded correctly:
If you are the Administrator, you can set up call forwarding for a User or a Call Group.
Setting Up Call Forward for a User
  1. Navigate to your Client Login to log in to NextOS.
  2. From the NextOS Home Page, select Voice.
  3. From the Nextiva Voice Admin Dashboard, go to Users and select Manage Users.
  1. Hover over the User you want to forward and click the Pencil icon on the right.
  1. Scroll down and click the Forwarding section.
  1. Click on Call Forward Always.
  1. In the Phone number box, enter your Smith number to forward the calls to. Then click Save.
  1. Make sure to then click the ON toggle for Call Forward Always to enable it.
Setting Up Call Forward for a Call Group
  1. From the Nextiva Voice Admin Dashboard, go to Advanced Routing and click Call Groups.
  1. Hover over the name of the Call Group you want to forward, and click the Pencil icon.
  1. Scroll down to the Forwarding section. Click on Call Forward Always.
  2. In the Phone Number box, enter your Smith to forward calls to, and click Save.
  1. Make sure to then click the ON toggle for Call Forward Always to enable it.

Setting Up Call Forward as a User

  1. Navigate to your Client Login to log in to NextOS.
  2. On the NextOS Home Page, select Voice.
  3. From the Nextiva Voice User Dashboard, click Features in the top-right corner.
  4. Go to the Forwarding section then click on Call Forward Always.
  1. In the Phone Number box, enter your Smith to forward calls to, and click Save.
  1. Make sure to then click the ON toggle for Call Forward Always to enable it.

Nextiva also offers Call Flows, and the following instructions walk you through how to use them to forward your calls.

Call Flows -
  1. Log into your account and go to the Voice settings.
  1. In the left menu click on Voice, and then go to Call Flows to create a new call flow.
If you would like to use an existing Call Flow, and it is active, you will need to deactivate it in order to edit the settings.
  1. Click on the phone icon to set the number assigned to the call flow.
  1. In the step that you want to forward to your Smith number, use a Transfer out node. Type in your Smith number, and click on the Save & Continue button.
  1. Activate your Call Flow, and click Save.

You can review and check your Nextiva numbers under the Numbers menu. You'll be able to see if they are Assigned, and what type of line it is.

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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