Streamline Your Inbound Calls with SAM's New Features

In the fast-paced world of real estate, effective communication is crucial. SAM (Systems Accelerator Manager) by Workflow Secrets has just rolled out new features that enhance the way you manage inbound calls through Twilio. Here’s how these updates can benefit you and your team.

Flexible Call Routing

With the new routing options, SAM allows you to manage incoming calls according to your weekly schedule, temporary overrides, and holiday messages. This means when a client calls your Twilio number, you can direct the call based on when you are available, who should receive the call, and even manage times when you are busy or out of the office. Here’s what you can do:

• Set specific weekly open hours.
• Implement temporary overrides for lunch breaks or meetings.
• Customize messages for holidays.

Custom Messages and Voicemail Management

Callers now hear a personalized greeting when they call your number, which can enhance their experience. If you can’t take the call, they have the option to leave a voicemail. These voicemails are transcribed and summarized by SAM, providing you with crucial context and urgency indicators for follow-up.

Furthermore, you can choose to have missed-call notifications sent via SMS, ensuring you never miss an important lead.

Comprehensive Call History

One of the standout features of this update is the ability to keep a detailed history of all interactions in one place. Each Call List item now maintains a timeline, which includes:

• Recordings of the calls.
• Transcriptions of voicemail messages.
• A log of all follow-up attempts, whether it's a call back or a text.

This means you can easily track an entire conversation flow, allowing you to maintain context and provide the best follow-up service to clients.

How to Set This Up

To get started, navigate to Setup → Integrations → Twilio in your SAM dashboard. From there, you can configure your Twilio number settings, including enabling voice forwarding and setting fallback options.

Remember to test your setup with a call to ensure everything rings as expected during your designated open hours. With these new features, nimble management of your inbound calls can drastically enhance your responsiveness and overall client satisfaction.