Call Transfers

When you’re available and want to take the call, we’ll transfer it to you.

Control Your Availability with Your Status

With your real-time status, we always know when you’re available to take calls and when you want us to hold your calls. Simply update your status in the web or mobile apps, and your receptionists will instantly adjust how they’re handling your calls.

Screen Calls Before You Choose to Take Them

With our virtual receptionists answering your calls, you’ll be free of the constant sales and spam calls that interrupt your day. We’ll maintain an approved callers list and a rejected callers list per your instructions, and if we’re not sure which bucket the caller falls in, we’ll reach out to ask whether you’d like to take the call.

Opt for Attended or Unattended Transfers

We can process your transfers as either attended or unattended transfers. With attended transfers, the receptionist will connect with you first to ask if you want to speak with the caller. With unattended transfers, the receptionist will simply forward the caller to your line when they ask to speak with you.

Transfer Calls to Your FindMe® Smart Endpoint

If you’re sometimes at different locations or if you want to distribute call transfers to a hunt group of people, we can configure up to four phone numbers in your FindMe setting and transfer calls to this smart endpoint.

FindMe will automatically try to reach you at each of the four numbers in sequence, and if no one answers, it can either rollover to your voicemail box or send the call back to a live receptionist.

Friendly
Impress callers with friendly, personal service on every call.
Flexible
Customize when and how you take calls to meet your needs.
Attentive
We’ll closely follow any special requests you have on file.

Frequently Asked Questions

How do I get my calls to PATLive?

When you sign up for service, we’ll provide a local or toll-free phone number. You can either advertise this number directly, or you can forward your calls to it from your current number. Forward calls all the time, or only at certain times.

Do calls go to me when my status is set to Available?

One of our live receptionists will always answer your calls first, but when your status is set to Available, we’ll attempt to transfer callers to you when directed to do so in your call handling instructions and/or when callers request to speak with you.

Can I have my calls handled differently across each of the six Unavailable statuses?

Yes, in addition to Available, there are six Unavailable statuses (At Lunch, Away from Desk, In a Meeting, Do Not Disturb, Gone Home and Out of Office) that you can use. Just let us know what you’d like us to do when you’re in each status, and we’ll ensure receptionists handle your calls accordingly.

How do I modify my approved and blocked callers lists?

Give us a call at 800-775-7790 or email [email protected] and member of our team will be happy to help you make changes to the types of callers, names, phone numbers, and/or scenarios that are outlined in your approved and blocked callers lists.

Am I still billed for minutes after callers are transferred to me?

No, you’re only billed for Live Receptionist Minutes when your callers are speaking with one of our receptionists.

What’s the difference between attended and unattended transfers?

With attended transfers, the receptionist will connect with you first to ask if you want to speak with the caller.

With unattended transfers, the receptionist will simply forward the caller to your line when they ask to speak with you.

Can you do round-robin transfers to my team members?

While we can’t do round-robin style “load balancing,” we can transfer calls to a hunt group of up to four different people / phone numbers.