Connect callers or take messages
How you could use an agent
Use an agent to help look up names, extensions, and basic contact notes from your directory files while you handle incoming calls. It can draft a message or transfer note, log the call, and keep the caller’s details organized so you can connect the call or take the message quickly.
Where you stay involved
You greet the caller, decide where the call should go, and speak with the caller when the request is unclear or sensitive. You confirm the message and make sure the transfer or note is saved correctly.
