How to Set Up Call Routing

Keypad, by Smith.ai, is no longer accepting sign-ups
Unfortunately, we're not accepting new signups for Keypad right now. As our products have grown in the past few years, we're seeing features of Keypad better integrated as part of a the overall Smith.ai product suite. In the meantime, we recommend Phone.com, Nextiva and Grasshopper.

What next?
Keypad offered IVRs (menus), call analytics, call recording, and much more. Depending on your plan, we may offer these as add-ons for your Smith.ai call handling plans, but not independently as their own product. For more information, please let your account manager know you're interested.

Existing Keypad users
You may sign in here.

Your office directory is set up with your destination numbers. Your voicemail greetings are in place. Now it's time to route your calls!

Basic call-routing menu setup

Incoming calls can be handled in four ways: with a menu, message, transfer, or voicemail. 

Unless you're on vacation or taking a break from your business, you'll likely want to use a menu as the first step in your call routing configuration.

How to create a menu:

  1. Find your main number in Keypad and click "Configure." 
  2. Add a new schedule for all days & hours.
  3. Add a "menu" step.
  4. Set up a greeting and menu options, like "Press 1 for new clients" and "Press 2 for existing clients."
  5. For each menu option, choose to transfer the call, play a message, or send to voicemail.
  6. Call your Keypad number and test your menu.

Tip: Once you've completed your menu, review your configuration. Have you included all destination numbers? Do all call paths end in a message or voicemail?

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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