Is your business phone constantly ringing from hook? Congratulations! More calls usually mean more business.
But high -call volumes may also mean that lost consumer requests, delayed follow ups, and not solving problems. How can you prefer the conversation effectively and remain accountable without falling the ball?
This call is the magic of the filtering system: a process that helps you handle, manage and prefer calls. This makes it easier to send important calls to the right people, schedule a schedule with users and keep Spam away from your voicemail.
In this guide, we break the how to filter calls for managers (as well as some of the best methods using an open phone phone system).
How does the call filtering work
Call filtering helps you handle and manage phone calls so that you can easily identify and prioritize them, manage the team members to root calls, and fast -ups.
There are two different ways to manage call filtering:
- Incomed Filtering: This allows those who make to go wherever they need to go. You can screen or root real -time callers with tools like spam blocking, call routing, and phone menos (IVR).
- Filtering after call: This helps you to manage full calls, give priority to which people need attention first, and effectively manage your followups. To improve the response, you can also analyze data from your call summary and transcript.
Using them together makes it easier for a customer to experience, avoiding your team, and making it easier for callers to look more professional.
How to use an open phone Filter calls For managers
Open phone managers give tools tools to filter calls at every stage – when they are incoming, lost or recorded – so you can prefer users and keep Spam out.
Let’s see closely:
1. Filter calls As soon as they come in
Open phone can help you filter incoming calls and directly directly to specific people or departments.
For example, with a business -call routing, you can automatically filter calls on day -time basis – handling them differently during the open hours than hours.
The work systems only improve the rooting by sending incoming calls to team members who are working.
You can use Call the Flow Builder in your Open Phone Settings Specific quality -based calls directly (such as after business hours vs. through availability, or by team members or departments).


Next, the preset phone menu is rooting IVR calling for users through the phone menu options (such as “press one for sale” or “two for technical issues”). This is helpful for two reasons:
- Since robocles may not visit phone menos, IVR stops spam calls from ringing your phone number.
- Phone menu gives users independence where they want to go. And even access the Self Self -Service options for better user experiences. In the open phone, you can set up menu extensions that play audio recording with general questionnaire answers so that users can get help themselves (who 69 % of them Wanted).


2. Add spam callers to the block list
As the last line of defense, add spam callers to your block list. Open phone prevents numbers in your entire workplace so you can eliminate robcles for your entire team.


3. Use call views to summarize and manage the conversation immediately
Call feedback Call logging is a more organized alternative – you will not need to worry about manually recording the call activity or introducing human error. It also keeps your collar information in one place so that everyone in your team can look into the past conversation.


From your call view, you can quickly filter your shared inbox:
- Call status: Sort the call status to easily prefer the follow -up through “Open,” “” Finish, “” Unconstitutional “, or” Miss “. You can also mark the conversation as “Ho” to check the full conversation with your dolist.
- History: You can use the date to pay attention to recent calls, such as the last day or the week. This makes it easier to prefer calls or reach its do List to the most recent requests.
- Team Member: Team members review the call activity to follow ups and daily responsibilities. You can also identify coaching opportunities and offer personal help whenever help is needed.
4. Review the voicemail copy for sharp follow ups
When a caller leaves you voicemail, the open phone automatically copies it into the text. Reviewing voice mail copies give you context at a glance at a glance without the need for any recording. That way, you can prefer callbacks and respond faster to users who need attention.


5. Use call tags to find key conversation
If you are on an open phone scale plan, you can configure your calls with call tags. Open phone AI will automatically tag calls with pre -set or custom tags, which are related to content or context of a conversation.
If you are in charge of scaling management, you can use call tags to identify the interaction of sensitive and negative users. You can also find trends or spikes to find common problems and brain storms to fix them.
For example, you can configure for AI call tags:
- Customer’s feelings
- Preference (such as “quick” or “normal question”)
- Subject (such as “cancellation” or “Customer Support Inquiry”)
You can also filter calls through a tag to prefer follow -up and see which calls need attention.


Once you get your call, you can access detailed call summary and recording and easily identify viable items.
6. Automatically organize miss calls
Miss calls are inevitable – but they do not need a lost business. Through open phone, you can manage miss calls with auto reports and conditional call forwarding.
When you lose calls, receive voicemail, or get messages after hours, auto replica allows you to send the text immediately.
This is a good way to set expectations so that users know they have reached the right place. In the open phone, manager can set up automatic messages during and after business hours. Customers will know that their request has been received, and it will be time to follow it when your team is available.


With conditional call forwarding, your team can place the phone menu after hours with different options so that the call -maker can reach an external response service in case of an emergency or you want to be available to your customers for 24/7.
Why should Small business Filter calls
Here’s how filtering calls can help your team run more efficiently:
- Improve consumer satisfaction: Forty percent of customers Angry, angry and irritated while waiting for 5-15 minutes. But since call filtering helps teams give route calls and followups more efficiently, the callers spend less time waiting for the response. As a result, low calls are the result of increased and pleasant consumers.
- Savings of time for other tasks: There is no need to listen to the entire recording or voice miles. With call filtering tools such as transcript and call tags, you can get a summary summary in a short time.
- Be focused on the main tasks of the mission: Call filtering can help you set up normal questions (such as pricing or billing issues) from an emergency (such as burst pipe or network closure). Call filtering also helps you determine the preferences of callbacks so that your team knows what to deal with every day.
- Promotion Team productivity: Call filtering line prevents calls from calling – and low spam calls mean more team members.
Make Filtering calls A wind with an open phone
Call management Not to be fainted – but with the right phone system it is easier for a mild year. The open phone makes it easy to filter the upcoming, full and missed calls so that the manager can smooth his work and keep his teams at work.
Our IVR call routing ends with spam callers so that your customers can contact your team faster. After that, you can jump into the call view to set up conversations through call tags, review action items and build better relationships with your users.
But offers open phone A Lot More than calling the functionality of filtering. You can get the highest number of (local America or Canada or Toll Free) as you need, share numbers to distribute call handling responsibility, and better support follow -up works and users’ interaction with internal threads.
Sign up for a one today Free test of an open phone To see how it can help you make the customer communication process more efficient.
Normal questionnaire
Call Filtering is a workflow that helps you give customer calls screen, root and priority. This makes it easier to find out who is on the other line, who they need to reach, and how you can help them soon.
You can filter upcoming calls with tools such as collar ID, call routing, and phone menos. You can also filter call tagging, voice mail transcripts, and Miss calls with AI agents.
Here are some options to prevent unwanted calls:
Use Business Phone Menu (such as “Press One for Customer Service”) to prevent robcles
Register with your number Do not call the National Registry (Best for telecommunications and so on unwanted calls)
Remove them by blocking permanent callers from your contact list
Download your carrier call screening or call filtering app (available for only some carriers)
Most carrier collar ID, contact management, and voice mail inbox offer basic tools for call screening. Others offer more advanced features, such as unidentified collar spam blockers or software like nominee.
Depending on your mobile device, you may also have built -in filtering tools. For example, some iPhone models allow you to send unknown and spam calls directly to voicemail and silence calls that identify as spam through your career.