- Priority
- Urgent
- Transfer
- Not connected
- Primary on-call
- No answer
- Backup on-call
- No answer
- Caller told
- Team alerted, not reached; no arrival time given
- Fallback
- Summary and callback sent to on-call contact
How it works
From the first ring to the right next step.
Here is exactly where the AI agent works, what it’s allowed to do, and what happens when something doesn’t go to plan.
1 · Forwarding
You keep your number. You choose when we answer.
Calls reach ShiftSill through forwarding you set on your existing phone system. Most contractors use one or more of these:
- Scheduled forwarding: evenings, overnight, weekends and holidays.
- Busy or no-answer forwarding: overflow when every line in the office is taken.
- A dedicated after-hours line that your main menu sends callers to.
The agent answers under your company name, with the greeting you approve.
2 · Qualification
The same questions your dispatcher asks.
- Service area: ZIP code checked against your list, per location or per job type.
- Job type: repair, maintenance, install estimate, warranty, or whatever categories you use.
- Urgency: matched against the rules you approved, never decided on the fly.
- Contact details and a callback number, confirmed back to the caller.
3 · Booking
Booked means booked. Otherwise, it’s a request.
The agent books a job only when two things are true.
An approved live integration
Your scheduling or field-service software is connected through a compatible standard integration included in your plan, or a quoted custom one.
Confirmed availability
The slot comes back open from your system at the moment of the call, for a job type you’ve allowed the agent to book.
If either is missing, the agent captures the request and tells the caller your office will confirm a time. ShiftSill doesn’t connect to your CRM or scheduling software by default; integrations are set up during onboarding.
4 · Transfer and fallback
Urgent calls go to your people, and the caller hears the truth.
Scripted example. Standard transfers to US numbers are included; the on-call team is always yours.
- CallerWater is coming through the ceiling from the upstairs bathroom.
- ShiftSill AI agentThat’s urgent for this company. Can you shut off the water to that bathroom or the main valve?
- CallerI don’t know where the main is.
- ShiftSill AI agentOkay. I’m going to try the on-call plumber now. Please stay on the line.
- What happens nextPrimary and backup on-call numbers don’t answer. The approved fallback runs.
- ShiftSill AI agentI couldn’t reach the plumber directly. I’ve sent your details and this callback number to the on-call contact. I can’t tell you when they’ll call. If water is near electrical outlets or fixtures, stay away from them.
Onboarding
How we get you live.
Call-flow mapping, configuration, testing and go-live for the scope included in your plan. Setup is a one-time fee shown with each plan.
Map your call flow
We go through your job types, service area, office hours, urgent rules and on-call rotation with your dispatch lead.
Write and approve the scripts
Greeting, questions, safety prompts and fallback wording. Nothing goes live that you haven’t read.
Connect what’s eligible
Transfer destinations, plus any compatible scheduling integration included in your plan.
Test with your team
Your staff place test calls for each route: booked, queued, transferred, failed transfer, out of area.
Turn on forwarding
You switch forwarding on for the windows you chose. Usage alerts start with your first cycle.
The next shift is covered.
See a scripted call built around your trade, your service area and your on-call rotation. Bring your current after-hours setup and we’ll map it together.