Direct Transfers & Call Blocking

Adding Callers to Your Direct Transfer or Block List

There are two ways to add individual callers to your direct transfer or blocked lists. If you have several contacts to add to either the blocked or direct transfer list, that is no problem! You can u…

Luis Santiago
Updated 1 week ago by Luis Santiago

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 VIPs that you want to speak with anytime they call. This document will assist you in bulk adds to…

Crystal Field
Updated 3 months ago by Crystal Field

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…

Luis Santiago
Updated 4 weeks ago by Luis Santiago

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