Settings — Forward Flow

Live profile

Organization profile

Brokerage / lender—

Business EIN—

State—

Time zone Read only—

Who answers

Choose who picks up when someone calls your number. The AI can answer, or the call can be forwarded to a person.

AI assistantThe AI answers and handles the call.

Human team (forward)Ring one or more team members, or a custom number. The call is still recorded & transcribed.