AI first — you when it matters
Your AI Front Desk handles the routine. When a client needs a human, Scheduley makes it easy to step in on messages or have the call transferred live.
Messages inbox
Open Inbox (Messages). Threads from SMS, and connected channels when you use them, show up in one place. Conversations that need you are flagged (for example Needs Attention).
Take over a chat
Open the thread and tap Take over. You reply as the business from there; the AI steps back so you’re not both answering. When you’re done, you can leave the thread resolved so it doesn’t stay in your attention queue.
When to hand off
- Complaints, refunds, or sensitive situations
- Custom quotes or work the AI shouldn’t price
- A VIP client who always deals with you personally
- Anything the AI flags or that feels off in the transcript
Live call transfer
Under Agent → Call Routing, choose AI answers, can transfer to you and set your transfer number. When a caller asks for a person, the agent connects them; if you miss it, it takes a message and texts you. Details: AI receptionist setup.