CAPABILITY 03 / 03
A next step someone can actually own.
The office needs the issue, contact details, uncertainty, and a person responsible for the next action.
03
THE HANDOFF · ILLUSTRATIVE FLOW
WHAT IT INCLUDES
Designed to leave less guesswork.
These are the parts your business should review during setup.
01
Distinguish a new request from a follow-up
↗02
Show who should review it
↗03
Verify connections and fallback before activation
↗REAL-WORLD BOUNDARY
Make the limit visible.
Direct booking, transfers, notifications, and production routing require separate configuration and successful testing.
Onboarding availability is confirmed individually. Direct booking, transfers, notifications, and production phone routing require their own connections and successful testing.
DeskPerson’s standardSay what happened.Say what needs to happen next.Never turn an uncertain request into a claimed result.
FOLLOW THE FLOW
Explore the next layer.
See how the pieces fit together across the service.
READY TO TALK THROUGH YOUR CALLS?
Show us where the handoff breaks.
Bring a few examples of the calls your team misses. DeskPerson can map the questions, next action, and setup checks with you.