Auto-attendant and IVR

An automated receptionist workflow built around real call routing.

Workspace369 uses configurable auto-attendant and IVR rules to greet callers, collect keypad input, route calls to the right team or voicemail, respect business hours, and preserve the client record. It is a rule-based routing workflow, not a claim of autonomous AI reception.

IVRkeypad menus and routing
3ring-group distribution modes
24/7business-hour and after-hours rules

Search fit

Where incoming calls become operational noise

Every call reaches the wrong person first

Without a clear menu or routing policy, callers are transferred repeatedly and the team loses the context behind the request.

After-hours handling is inconsistent

Business hours, holidays, forwarding, greetings, queues, and voicemail need one predictable set of rules.

Routing is separated from the client record

The phone may ring correctly while caller history, invoices, projects, requests, and previous messages remain hidden elsewhere.

Workflow

How the automated receptionist flow works

01

Apply the schedule

Check business hours, day-specific schedules, holidays, vacation closures, forwarding rules, and quiet-hour preferences.

02

Greet and collect input

Play a configurable greeting using text-to-speech or uploaded audio and use an IVR menu to collect keypad input.

03

Route the caller

Send the call to a ring group, queue, forwarding destination, agent, or voicemail using simultaneous, round-robin, or longest-idle distribution.

04

Preserve the outcome

Keep the call status, duration, recording, voicemail, transcript, matched client, and follow-up actions visible in Workspace369.

Product coverage

Call-routing capabilities in Workspace Voice

  • Workspace369 supports deterministic call routing with IVR, groups, queues, schedules, forwarding, greetings, and voicemail.
  • It keeps the resulting call activity close to CRM, SMS, projects, invoices, files, tasks, and reporting.
  • The current feature is an automated receptionist and routing workflow, not an autonomous conversational AI receptionist.
IVR menus
Auto-attendant greetings
Ring groups
Call queues
Business hours
Holiday closures
No-answer forwarding
Agent presence
Voicemail
Client matching

FAQ

What this system does and does not claim

Does Workspace369 include an automated receptionist?

Workspace369 includes configurable auto-attendant and IVR workflows for greetings, keypad input, ring groups, queues, business hours, forwarding, and voicemail.

Is the Workspace369 receptionist an AI voice agent?

No. The current workflow is rule-based IVR and call routing. Workspace369 uses AI for call summaries, voicemail transcription, and communication assistance after or around the call.

Can calls route differently after hours?

Yes. Workspace369 supports per-day business hours, holiday and vacation closures, forwarding rules, call queues, voicemail, and configurable after-hours greetings.

Ready when you are

See where Workspace369 fits into your client-work flow.

Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.