How do I update routing rules?

Easy, routing rules are meant to evolve as your business evolves.

What we need from you #

  • What should happen (route to who, under what conditions)
  • When it should happen (business hours vs after-hours)
  • Any qualifiers (service type, location, urgency, keywords)

Examples #

  • “If they say emergency, hand off to on-call.”
  • “If they’re calling about estimates, route to sales.”
  • “If they’re in County A, route to Team A; otherwise Team B.”

Send changes via your normal contact method (email or the intake/support form). We’ll confirm the update before going live.

What are your feelings

Updated on January 6, 2026