Calls / 3 min
How Catchdesk handles calls
A quick tour of what happens when a customer calls your number.
When someone calls, Catchdesk answers right away with your greeting, asks the questions your trade needs, and either books the job, takes a message, or reaches you when it matters. Afterward you get a transcript and a short summary, plus a recording if you have recording turned on, so nothing slips.
- 1
It answers and qualifies
Catchdesk greets the caller and asks the right questions for your business to understand what they need.
- 2
It acts on the call
Depending on the request, it books an appointment, answers from your Knowledge, or takes a detailed message.
- 3
It reaches you when needed
For urgent or owner-requested calls, Catchdesk can transfer the call to your phone. See the call transfer guide to set this up.
- 4
It writes it up
After the call you get the outcome, a transcript, and a short summary in your inbox and call history.
Notes
- What Catchdesk says comes from your Identity, Services, and Knowledge settings.
- If a call was handled in a way you did not like, your edits to Knowledge shape the next one.