Direct Transfers & Call Blocking

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3 articles

Adding Callers to Your Direct Transfer or Block List

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 up…

Updated 4 months ago by Coralyn Stahura

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 11 months ago by Coralyn Stahura

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 1 year ago by Justin Maxwell

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