How does GreetKeeper hand off calls and take messages?
- The short answer
- GreetKeeper hands a call to your team when the caller asks for a person or the question sits outside its brief. A rule you wrote can do it too. It rings the person you named, then a second number you nominate. If neither picks up, it takes a full message and texts your on-call person about anything urgent.
The longer answer
Every answer GreetKeeper gives comes from the brief you approved. A question outside that brief goes to a person on your team, so your caller always hears an answer you stand behind.
GreetKeeper answers the questions you train it on, so what you write at setup decides how many calls finish on the call itself. Point it at your website for a first draft of your hours, services and FAQs, then correct it.
Every handoff ends with something useful. Your team gets the caller's name, number and reason, and the transcript shows exactly what was asked.
The handoff chain, step by step
Step one is the transfer. GreetKeeper tells the caller it's putting them through and rings the person you named for that topic, with the caller's details already captured.
Step two is the backup. If the first number isn't picked up, GreetKeeper tries a second number you nominate, such as a partner's mobile or the front desk.
Step three is the message. GreetKeeper takes the name, the callback number and the question, then reads the name and number back so your callback reaches the right person.
Step four is the alert. For calls you've marked urgent, your on-call person gets a text with the caller's details, so an after-hours emergency is handled that night.
The heated-floor question, handed to the installer
Say you own a flooring showroom. Your brief covers hours, the brands you carry, how measuring visits work and a price range per square foot. On Wednesday a caller asks, "Can you put vinyl plank over a heated floor?" Nothing you wrote covers radiant heat.
The right answer depends on the product and the system temperature, so it belongs with your installer. GreetKeeper tells the caller an installer will call back with the exact answer, and takes her name, number and the question in her own words. The transcript quotes her sentence.
You read it that evening, ring her back with the real answer, and add two sentences about radiant heat to the brief. Next month, the same question gets answered on the call.
Test the handoff on your own line
Ring your GreetKeeper number during the free trial and ask for a price you never supplied. Bring up a service you don't offer, then ask something that needs professional judgment. You'll hear GreetKeeper put you through or take a message each time, in the words you wrote.
Then check the person at the end of the chain. A 2am transfer rule works best when the on-call phone is loud and breaks through do-not-disturb. Name who covers holidays, too.
Finally, set a habit for the next morning. Read the handed-over transcripts first, so every callback goes out while the caller is still waiting to hear from you.
How GreetKeeper handles it
You choose what happens for each topic. A dental practice might transfer toothache calls straight away and take messages about billing. One needs a person now, and the other suits a callback.
Every call arrives as a transcript and a short summary. Read the handed-over calls at the end of the week, and you'll usually find three or four questions behind most of them.
Each of those questions is a few sentences of setup away from being answered on the call. You edit the brief, and the next caller who asks gets the answer.
Handoff questions
Does GreetKeeper tell the caller it's handing over?
Yes, and you write the line. "Let me put you through to someone who can help with that" keeps the caller with you. If nobody picks up, GreetKeeper comes back and takes a message.
What if nobody picks up the transfer?
GreetKeeper tries the second number you nominated, then takes a full message with the caller's name, number and question. For urgent topics it texts your on-call person, so every call ends with a next step.
How do I get more calls finished on the call?
Read a week of transcripts and list the questions that led to a handoff. Add an answer for each of the top three or four to the brief. Most handoffs trace back to that short list.
Hear it take one of your calls
Two minutes, your own scenario, no card.