Start with a useful greeting
Introduce the business and explain what the caller can do next. Keep the opening short enough that a person with an urgent request can move forward.
Call flow builder & phone menus
Give callers a clear next step.
Build greetings, keypad menus, and call-handling steps around the way your team answers.
Call handling · Built for US call workflowsCall flow builder & phone menus
- GreetingWelcome to Northside Services
- Menu choicePress 1 for a repair
- Next stepConnect to repair team
Map the conversation
Decide which greeting, choices, and receiving teams the caller needs.
Call flow builder & phone menus
- GreetingWelcome to Northside Services
- Menu choicePress 1 for a repair
- Next stepConnect to repair team
Build the steps
Arrange the call flow and connect each choice to its next action.
Call flow builder & phone menus
- GreetingWelcome to Northside Services
- Menu choicePress 1 for a repair
- Next stepConnect to repair team
Try each branch
Test the menu as a caller and check the route that follows each selection.
Explore the steps above. Sample details show the workflow, not a live account.
Call handling
What changes in your day.
A caller should not have to guess which number to try next. A call flow gives the conversation a structure: hear a greeting, choose the right service, and connect to the team that handles it.
Guide callers with a phone menu
Use keypad choices to separate services or departments. Interactive voice response, often called IVR, is the menu that responds to the caller's selection.
Review the path before using it
Follow the configured steps and test the branches you expect callers to take. Make sure a wrong choice or unanswered destination still has a considered outcome.
From setup to review
Put it to work.
- 01
Map the conversation
Decide which greeting, choices, and receiving teams the caller needs.
- 02
Build the steps
Arrange the call flow and connect each choice to its next action.
- 03
Try each branch
Test the menu as a caller and check the route that follows each selection.
A closer look
Useful answers before you start.
Explore the workflow above, then bring your own requirements to an early-access conversation.
Is a phone menu an AI receptionist?
No. A keypad menu follows the choices and steps you configure. It does not mean an AI agent is holding an open-ended conversation or booking appointments for you.
Should every campaign use a menu?
No. Some calls are best sent directly to a team. Use a menu when the caller's choice genuinely helps you connect them to the right place.
Meet your next growth tool
Let’s connect the dots on your calls.
Get an early look at Lead Source, built for the way your business handles calls.