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Best Practices for Setting Up AI Voice Agents with Call Forwarding
January 27, 2025
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Integrating AI voice agents with call forwarding systems is essential for enhancing customer interactions and streamlining operations. This combination not only improves communication efficiency but also ensures that no call goes unanswered, ultimately boosting customer satisfaction and retention.

As companies strive to meet the evolving expectations of their customers, many are turning to innovative solutions like AI voice agents paired with call forwarding systems. This integration allows businesses to automate routine inquiries, provide 24/7 support, and ensure that calls are directed to the right resources without delay. By leveraging these technologies, organizations can enhance their communication strategies, reduce operational costs, and create a more responsive customer service experience.

This blog aims to provide best practices for effectively setting up AI voice agents alongside call forwarding systems, enabling you to improve your overall communication strategy and meet your customers' needs more effectively. 

What is Call Forwarding?

Call forwarding is a telecommunication feature that allows incoming calls to be redirected from one phone number to another. This functionality is significant in business communication as it ensures that calls are answered, even when the intended recipient is unavailable.

Types of Call Forwarding

There are several types of call forwarding, including:

  • Standard Forwarding: Redirects all incoming calls to a designated number.
  • Conditional Forwarding: Forwards calls only when certain conditions are met, such as when the line is busy or unanswered.
  • Selective Forwarding: Allows users to choose specific numbers that will be forwarded while ignoring others.

How AI Call Agents Do Call Forwarding

AI call agents, when paired with call forwarding systems, provide businesses with a seamless way to manage incoming calls while ensuring efficient customer service. By combining the flexibility of call forwarding with the intelligence of AI, businesses can create customized workflows that balance human and automated support.

Here’s how this integration can be used effectively:

1. Set a Ring Duration Before Forwarding to AI

One practical way businesses use call forwarding is by setting a specific ring duration before redirecting calls to an AI agent. For example: The system allows a human agent to answer the call first by ringing their line for a set number of times (e.g., five rings).

If the human agent doesn’t pick up within the designated time, the call is automatically forwarded to the AI voice agent.

Why It’s Useful: This setup ensures that customers always have a chance to speak with a live representative first, but they won’t be left waiting if no one is available. The AI agent steps in to handle queries promptly, reducing missed opportunities and improving response times.

2. Switch Between Human and AI Agents Based on Business Hours

Another common configuration involves using call forwarding to differentiate between business hours and after-hours support:

  • During Business Hours: Calls are routed directly to human agents who can provide personalized assistance.
  • After Business Hours: Once operating hours end, calls are automatically forwarded to the AI agent. The AI agent is programmed to handle routine inquiries, provide information, or take messages for follow-up during the next business day.

Why It’s Useful: This setup ensures 24/7 availability for customers without requiring human agents to work around the clock. Businesses can maintain consistent service levels while optimizing labor costs.

How Businesses Configure Call Forwarding with AI Agents

To implement these workflows, businesses typically configure their telephony systems through their provider’s portal or by using specific codes. Here’s how it works:

Step 1: Create Your AI Voice Agent

Begin by signing up with a provider that offers AI voice agent services. During this setup, you will configure your AI voice agent according to your specific business requirements, including its capabilities and the types of inquiries it will handle.

Step 2: Assign a Phone Number

Purchase or assign a virtual phone number for forwarding that will be linked to your AI agent. This number serves as the primary point of contact for incoming calls, allowing customers to reach your business easily.

Step 3: Configure Call Forwarding

Log into your telecom provider’s portal or dial specific codes to enable call forwarding to your AI agent. You can set up standard or conditional forwarding based on your needs.

Step 4: Test the Configuration

Conduct test calls to ensure that calls are being correctly forwarded and handled by the AI agent. During this testing phase, monitor for any issues or adjustments needed in the setup. Ensure that both standard and conditional forwarding functions work as intended.

Step 5: Monitor Performance and Make Adjustments

After the configuration is complete, continuously monitor call handling metrics and customer satisfaction levels using analytics tools provided by your service provider. This data will help you identify areas for improvement and ensure that both human and AI agents are effectively meeting customer needs.

Step 6: Train Your Team

Ensure that your staff is familiar with how the system works so they can assist customers if needed. Training will empower them to handle situations where human intervention is required, ensuring a seamless experience for customers.

It's also important to check with your provider's documentation so you can easily set up this feature for a new number or simply learn how to cancel the call forwarding feature when it is no longer needed.

Benefits of Using AI Call Agents with Call Forwarding

By integrating AI call agents into your call forwarding system, you can achieve:

  • Seamless Transitions: Calls are routed intelligently between human and AI agents based on availability or time of day, ensuring no customer is left waiting.
  • Enhanced Efficiency: Human agents focus on complex issues while routine inquiries are handled by the AI agent, optimizing resource allocation.
  • Improved Customer Experience: Customers receive faster responses and uninterrupted service, even outside regular business hours.

Transform Your Business with AI Voice Agents and Call Forwarding

In summary, integrating AI voice agents with call forwarding systems presents a powerful opportunity for businesses looking to enhance their communication strategies. By following best practices for setup and optimization, you can improve efficiency, reduce costs, and elevate customer satisfaction levels. Adopting these technologies not only positions your business at the forefront of innovation but also ensures you meet the evolving needs of your customers effectively.

Take the next step with Retell AI! With its cutting-edge features, including seamless integration of a call forwarding phone number, Retell AI empowers businesses to streamline operations and deliver exceptional customer experiences. Start transforming your communication strategy today!

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