Choose Your Receptionist's Number
Choose the unified number members can call and text to reach your team.
With careCycle, all of your communications with existing members, AI or human, calls or SMS, can be handled by one unified point of contact.
This means:
- Simplicity for your clients. Your team's calls and your texts all come from one place, a number they can call 24/7 to reach your team.
- Streamlined operations. No need to manage individual phone numbers or DIDs for every agent.
- Increased brand recognition and trust. Members see the same number every time you reach out, so they know it's you and pick up.
Best Practices
Because this number facilitates outbound communications, including calls and SMS, we recommend selecting an area code local to your center of operations or to the majority of your clients.
Your campaigns can use this number too, or their own numbers. See Which Number Your Calls Come From.
Transitioning Traffic
Once your Receptionist is configured, you can begin forwarding calls from your legacy phone system to your Receptionist's number immediately.
For future enrollments, we recommend providing the Receptionist's number to clients as your agency's core customer service line. They can use that number to reach your team 24/7, including their writing agent.
Outbound campaigns for your existing members, like welcome calls and effective date check-ins, can call from your Receptionist's number.
FAQs
What if I am running large-scale outbound dialing campaigns?
Your Receptionist's number is designed to facilitate communications with existing members only. It acts as the point of contact for your member campaigns and your Receptionist.
For pre-sales use cases such as lead-to-call automation, retargeting operations, or high-volume prospecting, give those campaigns their own numbers instead. They can rotate across numbers, buy more automatically as volume grows, and pick numbers from the states you're calling, which keeps your main number's reputation clean. See Which Number Your Calls Come From.
Your careCycle representative can help you set those up.
Can I keep my own number?
Yes. This is only necessary if your existing number holds important brand equity and you want outbound member communications to come from your existing number.
Otherwise, forwarding inbound calls from your existing number to your Receptionist's number is sufficient.
If you would like support porting your existing number into careCycle, email support@carecycle.ai. We make the process as frictionless as possible.
What do members experience when they call inbound?
By default, they are greeted with warmth and by first name by Cora, your inbound receptionist. Cora knows who they are, who their writing agent is, and key details about their plan based on Summary of Benefits and Evidence of Coverage information.
If the client is currently in an outbound campaign, such as a welcome call, Cora knows this and will greet them accordingly. It is common for clients to miss the first welcome call attempt and call back inbound. Cora picks up where she left off and makes sure your members get the intended message.
What if my clients want to speak to me instead of my receptionist?
Everything we build is focused on giving your members a world-class member experience while giving you your time back. In many cases, that means leaning on Cora to handle calls for you.
We recognize you or your clients may not be prepared for that on day one. That is exactly why we built escalations. With escalations, you stay in control of what your AI employee should do in each scenario.
Configure Your Receptionist
Set up escalations, routing groups, and appointment handling.