The Call Flow

What Happens When a Customer Calls

Every call follows a consistent, professional flow designed to resolve customer needs efficiently.

Step 1

Customer Calls Your Number

When a customer calls your business, the call is seamlessly answered by your dedicated OpenHandoff agent within 3 rings. No hold music, no "please leave a message."

Step 2

Professional Greeting & Understanding

Your agent greets the caller with your custom business greeting and quickly understands what they need — whether it's booking an appointment, asking a question, or needing to speak with someone.

Step 3

Request Handled or Routed

Appointments are booked directly. Questions are answered accurately. If the caller needs to speak with someone specific, the call is transferred with context so your team is prepared.

Step 4

Summary Delivered

You receive a detailed summary of the call — what the customer needed, what was resolved, and any follow-up required. All organized and searchable.

Call Handling Examples

Real Scenarios, Real Solutions

New Appointment Request
C
"Hi, I need to schedule an oil change for my Honda Accord."
OH
"I'd be happy to help you schedule that. I have openings tomorrow afternoon at 2pm or Thursday morning at 10am. Which works better for you?"
Urgent Call Transfer
C
"I have a pipe that just burst and I need someone out here right now!"
OH
"I understand this is urgent. Let me transfer you directly to our emergency line right now. One moment please."
Call transferred with full context
After-Hours Inquiry
C
"What are your rates for a monthly cleaning service?"
OH
"Our monthly cleaning service starts at $150 for standard homes. The exact price depends on square footage. Would you like to schedule a free estimate? I can set that up for you right now."
Getting Started

How We Set Everything Up

We handle the setup so you can focus on running your business.

Step 1

Discovery Call

We start with a conversation to understand your business, how you want calls handled, your scheduling needs, and any special procedures.

Step 2

Custom Configuration

We configure your dedicated agent with your business information, greeting, FAQs, scheduling integration, and call routing rules.

Step 3

Testing & Refinement

We run through test calls with you, refine the responses, and make sure everything sounds exactly right for your brand.

Step 4

Go Live

Your agent goes live. We monitor the first few days closely, make any needed adjustments, and ensure everything runs smoothly.

Ready to Transform Your Call Handling?

Book a demo and we'll walk you through exactly how OpenHandoff would work for your business.

Book a Demo