What I do with a call once it ends

When a call ends, I go over what was said and decide: either I hand the follow-up to your team, or I close the conversation without disturbing you. You tell me how to choose in Settings → Telephone → Call instructions, After the call tab.

Set what I do after the call#

1. Open Settings → Telephone → Call instructions, then the After the call tab.
2. In Hand off to team when, write the cases where your team should take over.
3. In Close automatically when, write the cases where I can close without alerting anyone.
4. In Calls without contact speech, choose what I do when the caller leaves nothing. By default: Let extraction decide, meaning I decide based on the call.
5. Click Save in this tab.

For example:

This is not a live transfer#

Hand off to team when acts after the call: the conversation is handed to the team for follow-up. For me to pass the caller to a colleague during the call, see have a call transferred to a colleague. In that case, I leave the line as soon as the call is passed: if your colleague does not pick up, the call ends, unless their phone has a voicemail or forwarding.

Good to know#

• These rules apply to the phone. For WhatsApp, email and the website chat, the same logic is set in Settings → Messaging → Messaging instructions, Conversation exit rules card.
• A change applies to the next calls, not to calls already finished.
• To find where each setting is, see where to edit my instructions.