Hey there! Today, I want to talk to you about an exciting feature of JustCall—Intelligent Call Routing. Imagine being able to streamline your inbound calls so that they automatically reach the right person in your team, typically the contact’s owner in your CRM or helpdesk tool. Sounds like a game-changer, right?
This powerful feature not only boosts the efficiency of your call handling but also significantly enhances the customer experience. Your customers will appreciate being connected with the right person quickly, without the usual back-and-forth. It’s all about making your communication process smoother and more efficient.
So, why should you care about Intelligent Call Routing? Simple. It saves time, reduces frustration for both your team and your customers, and ultimately helps you close more deals. Today, I’m here to guide you step-by-step on how to enable this feature and customize it to fit your business needs perfectly. Let’s dive in and get your call management up to speed!
Related: Steps to Add Credits to Your JustCall Account
Enabling Intelligent Call Routing via Integrations
First things first, let’s enable Intelligent Call Routing through your integrations. Follow these simple steps:
Navigate to the Integrations Tab
- Log into Your JustCall Account: Start by logging into your JustCall account.
- Go to the Integrations Tab: On your dashboard, navigate to the “Integrations” tab.
Steps to Configure CRM/Helpdesk Tools for Intelligent Call Routing
- Find Your Tool: Under the “My Active Integrations” section, find the CRM or helpdesk tool you want to configure for Intelligent Call Routing.
- Click on Configure: Next, click on the “Configure” button below the tool’s name.
- Locate the Intelligent Incoming Call Routing Option: Within the advanced settings tab for your chosen CRM/helpdesk tool, find the “Intelligent Incoming Call Routing” option.
- Toggle to On: Toggle the button to the “On” position to enable the feature.
Selecting Phone Numbers for Intelligent Call Routing
Now that you’ve enabled Intelligent Call Routing through your integrations, let’s specify which phone numbers you want to use with this feature.
Navigate to Phone Number Settings
- Go to Phone Number Settings: Head over to the phone number settings for any of your numbers.
Steps to Specify Phone Numbers
- Go to Advanced Settings: Once you’re in the phone number settings, go to the “Advanced Settings” tab.
- Turn on the Toggle for Intelligent Call Routing: Look for the “Intelligent Call Routing Settings” option and turn on the toggle.
- Click on Save: Finally, click on “Save” to apply the changes.
Related: What is Advanced Call Routing?
Customizing Behavior for Unanswered Calls
Sometimes, calls might go unanswered. JustCall allows you to customize what happens in these cases to ensure your customers are always taken care of.
Options for Unanswered Calls
- Dismiss Call: Choose this option to dismiss the call when the contact owner doesn’t answer.
- Forward to an External Number: Select this if you want to forward the call to an external number (a non-JustCall number).
- Forward to Voicemail: This option forwards unanswered calls to a voicemail. You can specify multiple email IDs for voicemail forwarding. You can also select the checkbox to send voicemail emails to the contact owner.
- Use Default Number Settings: If you select this option, the number’s default behavior will be applied for unanswered calls.
Steps to Configure Each Option in the Settings
- Navigate to Advanced Settings: In the phone number settings, go to the “Advanced Settings” tab.
- Select the Desired Option: Choose from the list of options—dismiss call, forward to an external number, forward to voicemail, or use default number settings.
- Save Your Settings: After selecting your desired option, make sure to click “Save” to apply the changes.
Benefits of Intelligent Call Routing
Now that you know how to enable and customize Intelligent Call Routing, let’s look at the benefits this feature brings to your business:
Simplified Call Management
- Intelligent Call Routing streamlines the process of handling incoming calls, ensuring they are directed to the right person quickly and efficiently. This eliminates the need for manual call transfers and reduces wait times for your customers.
Enhanced Customer Interactions
- By routing calls to the appropriate contact owner, you enhance the customer experience. Customers appreciate being connected to the person who can best address their needs without being bounced around different departments.
Streamlined Communication Processes
- Intelligent Call Routing integrates seamlessly with your CRM or helpdesk tools, keeping all communications organized and in one place. This ensures that your team can focus on delivering excellent service rather than managing call logistics.
Related: How to set up Call Routing with Nextiva
Availability and Support
Note on Feature Availability (Pro and Business Plans)
It’s important to note that Intelligent Call Routing is available exclusively on JustCall’s Pro and Business plans. If you’re not already on one of these plans, consider upgrading to take advantage of this powerful feature.
Contact Support for Assistance
If you have any questions or need assistance with enabling Intelligent Call Routing, their support team is here to help. You can reach out through the live chat on their website or email them at help@justcall.io.
Related: Guide to Phone Number Pricing in JustCall
Conclusion: How to Enable Intelligent Call Routing in JustCall
To recap, enabling Intelligent Call Routing in JustCall is a straightforward process that can greatly enhance your business communication. By following the steps outlined, you can ensure that incoming calls are directed to the right person quickly and efficiently, improving both customer satisfaction and operational efficiency.
Don’t wait—enable Intelligent Call Routing today to streamline your call management and enhance your customer interactions. If you need any help along the way, their support team is ready to assist you. Enjoy the benefits of smarter, more efficient call routing with JustCall!