Getting your calls to the right place at the right time is crucial for your business. Call flow lets you configure how CurrentClient handles every incoming call.

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What is call flow?

Call flow is your phone system’s playbook - it tells CurrentClient exactly how to handle incoming calls to your business number. Think of it as your virtual receptionist that never takes a break.

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Available call flow options

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Initial greeting

Play a professional message when callers first connect. Perfect for:
  • Welcoming callers to your business
  • Sharing important disclaimers or compliance messages
  • Setting expectations about wait times
  • Providing quick information before connecting

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Auto-record calls

Automatically record all incoming calls for:
  • Quality assurance and training
  • Compliance requirements
  • Reference for important conversations
  • Protection in disputes

Learn more about call recording

Read about the rules and regulations of call recording and how to set it up.

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AI call summaries (Beta)

Get automatic AI-generated summaries of your calls:
  • This is a simple 1-2 paragraph summary of the call, not mean to be a full blown facts and figures breakdown
  • Currently in beta - will be a paid add-on later

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Team ring settings

Control how calls ring to you and your team:
  • Ring all: Everyone’s phone rings simultaneously
  • Sequential: Rings one person, then the next if no answer

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No-answer handling

Decide what happens when calls aren’t answered:
  • Send to voicemail: Callers can leave a message
  • Forward to another number: Redirect to cell phone or backup line

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How do I configure my call flow?

Watch this quick walkthrough to set up your call flow:
1

Go to settings

Navigate to your dial plan settings
2

Choose your greeting

Upload a greeting file or record one directly in the app
3

Set recording preferences

Toggle auto-record on if you want all calls recorded
4

Configure ring settings

Choose how calls should ring to your team
5

Set up no-answer action

Decide between voicemail or call forwarding for unanswered calls
6

Save your configuration

Click save to activate your new call flow

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Best practices

  • Test your setup: Make a test call after configuring to ensure everything works as expected
  • Keep greetings brief: Aim for 10-15 seconds max for initial greetings
  • Train your team: Make sure everyone knows how the call flow works

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Frequently asked questions