Direct Transfers & Call Blocking

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3 articles

Uploading a CSV file to direct transfer/block ("whitelist"/"blacklist") numbers utilizing your VR dashboard

Whether you are a new Smith.ai customer or you have been with us long-term, you likely have a list of VIP's that you want to speak with anytime they call. This document will assist you in bulk adds t…

Updated 2 months ago by Coralyn Stahura

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 ar…

Updated 3 months ago

Why can't I direct transfer or block this number?

Problem: You don't see an option to directly transfer or block a number in your instant call summaries or daily summary. Solution & Reason: There are two possibilities: The caller had their Caller ID blocked…

Updated 3 months ago by Justin Maxwell

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