Skip to content
StrivBridge
Book a demoStart free trial

AI agent · 5 min read

Handling calls that need a person

Make sure every call the assistant passes to the office gets a human answer the same day.

Most calls are handled end to end by the assistant: questions answered, tours booked, details added to the guest card. Some need a person. Those land in Leasing › Calls under Needs follow-up and stay there until someone marks them dealt with.

Same-day routine

  1. Check Leasing › Calls, filtered to Needs follow-up, at least twice a day.
  2. Open each call and read the summary and What they wanted.
  3. Listen to the recording if the summary leaves any doubt.
  4. Call back from your office line, or text if the caller gave permission to text.
  5. Add a Staff note saying what you did.
  6. Mark the call dealt with.
Loading the rest of this guide…
Try it on a sample company