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Scheduling via phone (with auto-attendant)

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Posted Aug 05, 2024

We are setting up Zendesk Talk as part of a Support suite. We'd like customers to be able to make appointments with us and may use the Setmore integration for this. This would allow customers to make appointments via website and chat, but not by phone…we'd like customers to have the option of calling to make an appointment (and have the call handled by auto-attendant, not a live person). My understanding is that Talk does not support this either.

 

I'm wondering if anyone has integrated with another service to add this feature??


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Brandon (729)

Zendesk LuminaryUser Group LeaderThe Humblident Award - 2021Community Moderator

Hey Dana,

 

You can overflow or forward to an external service.  I've not personally worked with any of these, but here's a few to get you pointed in the right direction:

Here are three third-party auto-attendant services that could help you provide customers with the option to make appointments over the phone without the need for a live person:

1. Smith.ai
  - **Overview**: Smith.ai offers a virtual receptionist service that integrates with your existing phone system. It allows for appointment scheduling, lead screening, and customer inquiry handling. You can forward calls from your existing number to Smith.ai, where their team handles the calls 24/7.
  - **Features**: The service includes custom call routing, voicemail to email with audio attachments, and AI-powered call analytics. It also supports forwarding calls to different numbers or departments based on your business hours or schedules.
  - **Pricing**: Plans start at $12.74 per user per month, billed annually.

 

 2. ReceptionHQ
  - **Overview**: ReceptionHQ provides a premium virtual receptionist service that includes appointment scheduling, custom greetings, and call routing. Their receptionists are based in the U.S. and are bilingual, offering support in English and Spanish.
  - **Features**: The service allows for detailed call handling instructions, including call forwarding, screening, and voicemail transcriptions. It also integrates with CRM systems and calendars to update appointments in real-time.
  - **Pricing**: ReceptionHQ offers multiple plans, including options focused on message-taking, call answering, and comprehensive virtual assistant services.

 

3. Yodel.io
  - **Overview**: Yodel.io offers a simplified, cloud-based auto-attendant service. It’s designed to handle calls with custom greetings and voice IVR, which routes callers to the appropriate department automatically.
  - **Features**: Yodel.io uses speech recognition technology for its auto-attendant and allows you to set custom call handling rules. The service also supports hardware phones and mobile apps for managing calls on the go.
  - **Pricing**: Yodel.io provides a 14-day free trial, with pricing plans that include auto-attendant features bundled with their business phone system.

 

These services could be integrated into your existing Zendesk Talk setup by forwarding calls to the chosen auto-attendant, ensuring customers can schedule appointments without the need for a live operator. Depending on your specific needs, such as 24/7 availability or integration with CRM systems, you can choose the service that best fits your requirements.

 

Hope this helps!

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