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Overview

Talkroute customers can configure call forwarding to enable your Recepta.ai voice agent to answer incoming calls. This guide covers everything from basic forwarding setup to advanced configurations like overflow answering and scheduled routing.

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Getting Your Recepta.ai Phone Number

Before configuring Talkroute, you’ll need to obtain your dedicated Recepta.ai phone number.
1

Access Your Dashboard

Navigate to your Recepta.ai dashboard at https://recepta.ai/dashboard
2

Locate Your Phone Number

Your Recepta.ai phone number will be displayed prominently in the dashboard. Copy this number as you’ll need it for the Talkroute configuration.Recepta.ai Phone Number Location
3

Complete Agent Setup

Ensure you have completed setting up your AI voice agent’s call instructions and configuration before proceeding with call forwarding.
Keep your Recepta.ai phone number handy - you’ll need to enter it into Talkroute’s forwarding settings.

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Basic Call Forwarding Setup

Configure Talkroute to forward calls to your Recepta.ai voice agent.

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Configuration Steps

1

Log into Talkroute

Access your Talkroute account and navigate to settings
2

Add Forwarding Number

Add your Recepta.ai phone number as a forwarding destination. Follow Talkroute’s guidance on adding a forwarding phone number to your:
  • Virtual phone number
  • Menu option
  • Extension
3

Disable Call Announcement & Voicemail

Critical Requirement: You must uncheck the “Enable Call Announcement & Talkroute Voicemail” option.
If voicemail is enabled, calls may go to voicemail instead of reaching your AI agent.
4

Configure Caller ID Forwarding

Set up incoming caller ID settings to forward the caller’s identification to Recepta.ai. This allows your AI agent to see who’s calling.Follow Talkroute’s instructions on changing the incoming caller ID settings.
5

Save and Test

Save your configuration and make a test call to verify calls are routing correctly to your Recepta.ai voice agent.

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Advanced Configuration Options

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Overflow Answering (Sequential Routing)

Set up sequential ringing so your team has the option to answer first, with calls automatically routing to Recepta.ai if unanswered.
1

Configure Sequential Ring

In Talkroute, set up sequential ringing with your team members first
2

Set Ring Duration

Configure how long calls should ring your team before forwarding to Recepta.ai
Keep ring time under 10 seconds maximum to prevent caller drop-off
3

Add Recepta.ai as Fallback

Add Recepta.ai as the final destination in your sequential routing
Use Cases for Overflow Routing:
  • Peak call volume periods
  • When team is busy with other calls
  • Backup coverage during breaks
  • Ensuring no calls go unanswered

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Scheduled Call Forwarding

Configure custom weekly schedules for when Recepta.ai handles calls (available on select Talkroute plans).

Business Hours

During Business Hours: Route to your team with AI overflowYour staff handles calls during peak hours, with Recepta.ai catching overflow

After Hours

Outside Business Hours: Route directly to Recepta.aiEnsure 24/7 coverage when your team is unavailable

Weekends

Weekend Coverage: Full AI handlingLet Recepta.ai manage all weekend calls automatically

Holidays

Holiday Routing: Special schedulesConfigure unique routing for holidays and special occasions

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Setup Business Hours Routing

1

Access Schedule Settings

Navigate to Talkroute’s schedule or business hours settings
2

Define Business Hours

Set your business hours schedule (e.g., Monday-Friday, 9 AM - 5 PM)
3

Configure During-Hours Routing

Set up routing for business hours:
  • Option 1: Team first, then Recepta.ai overflow
  • Option 2: Direct to Recepta.ai for consistent service
4

Configure After-Hours Routing

Set after-hours calls to route directly to Recepta.ai
5

Test Different Scenarios

Test calls during and outside business hours to verify correct routing
Scheduled forwarding availability depends on your Talkroute plan. Check with Talkroute support if you’re unsure whether this feature is available.

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Call Routing Strategies

Choose the strategy that best fits your business needs:
Best for: Businesses wanting complete AI automationSetup: Forward all calls directly to Recepta.ai phone numberBenefits:
  • No missed calls
  • Consistent service 24/7
  • Reduced operational costs
  • Instant call pickup
  • Predictable customer experience
Best for: Businesses preferring human touch with AI backupSetup: Ring team for 5-10 seconds, then forward to Recepta.aiBenefits:
  • Prioritize human interaction
  • AI handles overflow and missed calls
  • No calls go to voicemail
  • Flexible coverage
  • Best of both worlds
Keep ring times under 10 seconds maximum. Many callers will hang up if they wait too long.
Best for: Businesses with defined operating hoursSetup: Different routing for business hours vs after-hoursBenefits:
  • Optimize for different times
  • Cost-effective coverage
  • Team handles calls when available
  • AI ensures 24/7 availability
  • Custom holiday routing

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Important Configuration Tips

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Critical Settings Checklist

Disable Voicemail

Must Do: Uncheck “Enable Call Announcement & Talkroute Voicemail”Otherwise calls will go to voicemail instead of Recepta.ai

Caller ID Forwarding

Enable: Configure incoming caller ID forwardingAllows your AI agent to see and announce who’s calling

Ring Time Limits

Maximum 10 seconds: Ring time before forwardingLonger wait times increase caller abandonment rates

Test Thoroughly

Make test calls: After configurationVerify calls route correctly in all scenarios

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Preventing Infinite Call Loops

Avoid Infinite Loops: If your Recepta.ai agent has you as a transfer destination, the transfer number must be different from your main Talkroute number.
Safe Configuration Example:
  • Main Talkroute Number: Forwards to Recepta.ai → ✅ Correct
  • AI Agent Transfer Destination: Your direct cell phone → ✅ Correct
  • ❌ WRONG: AI transfers back to main Talkroute number (creates loop)

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Testing Your Configuration

Thorough testing ensures your setup works correctly in all scenarios:
1

Test Basic Forwarding

Call your Talkroute number to verify it forwards to Recepta.ai
2

Test Caller ID

Verify that caller ID information is being passed to Recepta.ai
3

Test Business Hours

If configured, test during and outside business hours
4

Test Overflow Routing

If using overflow, verify proper fallback behavior when team doesn’t answer
5

Test Call Transfers

Verify AI agent transfers work without creating loops
6

Review Call Logs

Check logs in both Talkroute and Recepta.ai dashboards

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Troubleshooting

Solution:
  • Ensure “Enable Call Announcement & Talkroute Voicemail” is unchecked
  • Verify voicemail is disabled for your forwarding destination
  • Check that Recepta.ai is set as the primary forwarding number
  • Reduce ring time before forwarding
This is the most common issue with Talkroute setup.
Diagnostic Steps:
  • Verify correct Recepta.ai phone number is entered in Talkroute
  • Check that call forwarding is enabled and active
  • Ensure your Recepta.ai agent is configured and active
  • Review Talkroute’s call routing settings
  • Make test call and review logs in both systems
Common Causes:
  • Typo in Recepta.ai phone number
  • Forwarding not properly saved
  • Conflicting routing rules
  • AI agent not active
Solutions:
  • Verify incoming caller ID forwarding is enabled in Talkroute
  • Check Talkroute’s caller ID settings
  • Ensure caller ID forwarding is configured per Talkroute’s instructions
  • Contact Talkroute support if issue persists
Note: Some carriers may restrict caller ID forwarding
Solutions:
  • Use different phone numbers for transfers
  • Never forward Talkroute number to itself
  • Configure AI transfers to direct lines (cell/desk phones)
  • Review complete call flow logic
  • Document your routing to avoid loops
Example Safe Setup:
Caller → Talkroute Main → Recepta.ai → Transfer to Cell Phone
(Each step uses a different number)
Solutions:
  • Verify your Talkroute plan supports scheduled forwarding
  • Check business hours schedule is set correctly
  • Ensure timezone settings are correct
  • Test during transition times (opening/closing)
  • Contact Talkroute support for plan-specific features

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Monitoring and Analytics

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Tracking Performance

Talkroute Analytics

Monitor call volume, routing patterns, and forwarding statistics

Recepta.ai Dashboard

Track AI performance, conversation quality, and outcomes

Call Logs

Review detailed logs from both systems to identify issues

Quality Metrics

Measure customer satisfaction and agent performance

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Key Metrics to Monitor

  • Call Answer Rate: Percentage of calls successfully handled
  • Voicemail Rate: Ensure calls aren’t going to voicemail
  • Transfer Rate: How often AI transfers to humans
  • Call Duration: Length of AI conversations
  • Customer Satisfaction: Ratings and feedback
  • Overflow Performance: How well overflow routing works

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Best Practices

Disable Voicemail

Always disable voicemail for numbers forwarding to Recepta.ai

Enable Caller ID

Configure caller ID forwarding for better service

Minimize Wait Time

Keep ring times under 10 seconds to reduce drop-off

Test Regularly

Test your setup monthly to catch configuration changes

Monitor Analytics

Review performance weekly to identify issues early

Update AI Knowledge

Keep your AI agent’s knowledge base current

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Next Steps

After configuring call forwarding:

Configure Your Agent

Customize your AI agent’s responses and behavior

Set Up Transfers

Configure call transfer destinations and rules

Add Knowledge Base

Train your AI agent with company-specific information

View Analytics

Monitor performance and optimize call handling

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Need Help?

Talkroute Support

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Schedule Demo

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Documentation

Browse our comprehensive documentation