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.
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
Key facts
Auto-attendant and IVR at Workspace369 covers 10 areas, including iVR menus, auto-attendant greetings, ring groups.
The workflow runs in 4 steps, from "apply the schedule" to "preserve the outcome".
Workspace369 starts at $29/mo for 1 seat, and the Commander plan includes 10 seats, 500 GB of storage, and 120,000 AI tokens per month at $299/mo.
Additional seats cost $15 each and 100 GB of additional storage costs $15; full pricing is public on the Workspace369 pricing page.
Product definition
What is an auto-attendant and IVR system?
An auto-attendant and IVR system greets callers, collects keypad input, and routes each call according to defined rules. Workspace369 connects those rules to ring groups, queues, business hours, forwarding, voicemail, recordings, transcripts, and the matching client record.
Product reference
Reviewed July 17, 2026 by the Workspace369 Product Team. Availability can vary by plan, region, and workspace configuration.
Read the product documentation ->The problem
Where incoming calls become operational noise
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.
The product
See the workspace your clients feel.
01
Every channel in one inbox
Email, SMS, calls, and voicemail land beside the client record — with AI summaries, so anyone on the team can reply with full context.
02
Client work, organized as projects
Tasks, files, and status for every engagement — visible to the team and, through the client portal, to the client.
03
Proposals to paid invoices
Send quotes, bill milestones or retainers, and let automated reminders chase anything outstanding.
04
A portal clients actually check
Clients watch progress, files, and invoices in a branded portal instead of asking your team for updates.
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
Get started
See Workspace369 on your own client work.
Start a free trial or talk to sales — either way, you will see the whole loop: inbox, projects, portal, and billing.Common operating scenarios
Route predictable call situations with clear, reviewable rules.
Route new sales and existing clients differently
Use an IVR menu to direct callers toward the appropriate ring group, queue, agent, or voicemail path without relying on one person to transfer every call.
Handle after-hours calls consistently
Apply business hours, holidays, vacation closures, greetings, forwarding, and voicemail rules so callers receive a predictable response when the team is unavailable.
Protect active agents from uneven distribution
Use simultaneous, round-robin, or longest-idle ring-group behavior with presence and queue settings to distribute calls according to the team's operating policy.
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.
