Inbound Call Handling
Adam answers inbound calls 24/7, handles FAQs, qualifies leads, books meetings, and routes calls to your team when needed. Learn how to set up phone numbers and configure call flows.
How Inbound Calls Work
When someone dials your assigned phone number, Adam picks up and manages the entire conversation. He greets the caller, identifies their needs, qualifies them as a lead if relevant, takes action (such as booking a meeting or answering a question), and wraps up the call. Adam is available 24/7 by default, or you can restrict him to specific business hours.
What Adam Handles on Inbound Calls
Adam handles four main tasks on inbound calls. Each can be configured independently.
| Capability | What Adam Does |
|---|---|
| FAQ Handling | Answers product questions using your knowledge base and configured scripts |
| Lead Qualification | Asks qualifying questions (need, budget, timeline, authority) and scores the lead |
| Meeting Booking | Checks your calendar, offers available slots, and books meetings on the spot |
| Call Routing | Routes calls to the right person on your team using warm or cold transfer |
Phone Number Setup
Adam needs a phone number to receive inbound calls. You can purchase local or toll-free numbers directly from the dashboard.
- 1
Go to Sales > Phone Numbers
Open the Phone Numbers section in your Sales dashboard.
- 2
Choose country and number type
Select the country where you want the number registered. Choose between a local number or a toll-free number.
- 3
Purchase and assign to Adam
Complete the purchase and assign the number to your Sales employee (Adam). One number per employee, but you can have multiple Sales employees.
- 4
Configure call routing and greeting
Set the greeting message callers hear first. Configure routing rules that determine when Adam handles the call versus transferring to a human.
Inbound Call Flow
Every inbound call follows a five-stage flow. Adam adapts the conversation naturally within each stage.
- 1
Greeting
Adam introduces himself and your company using the configured greeting message.
- 2
Identify
Adam confirms who he is speaking with and asks how he can help. He recognizes returning leads if they are in the system.
- 3
Qualify
Adam asks qualifying questions based on your configured playbook: need, budget, timeline, and decision-making authority.
- 4
Action
Based on qualification, Adam takes the appropriate action: books a meeting, answers questions, or transfers to a team member.
- 5
Close
Adam confirms next steps, thanks the caller, and ends the call. A full transcript and lead score are logged automatically.
Inbound Configuration Settings
Fine-tune how Adam handles inbound calls using these settings.
| Setting | Description | Default |
|---|---|---|
| Greeting Message | First thing callers hear when Adam picks up | Generic greeting (customizable per number) |
| Hours of Operation | When Adam answers inbound calls | 24/7 (configurable per day and timezone) |
| Transfer Rules | Conditions that trigger a transfer to a human team member | Off (configurable by topic, lead stage, or caller type) |
| Voicemail Behavior | What happens when a call is missed outside hours | Detect and log (options: leave voicemail, send SMS, log only) |
Frequently Asked Questions
Does Adam answer inbound calls 24/7?▾
Can Adam handle both inbound and outbound calls?▾
What happens if Adam can't answer a caller's question?▾
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