This setting is in beta. It matters for outbound calls and campaigns. It has no effect on inbound
calls, where the caller has already chosen to ring you.
Before you start
- An agent that makes outbound calls. See What is a campaign.
- Five minutes, and a mobile with call screening switched on to test against.
- Your business name as customers would recognise it.
- You will be working in the Call Settings block of your agent’s Configure tab.
Steps
1
Open Call Settings
Open your agent, go to Configure, and scroll to Call Settings. IOS / Android Call Screen
Handling sits below Voicemail Behavior.
2
Write the screening message
Say who is calling and why, in one short sentence. This is not your greeting. It is what a phone
reads out or shows on screen to help someone decide whether to pick up.For example “Marston Dental calling about your appointment on Thursday.”
3
Save and test against a real mobile
Save, then place an outbound call to a mobile with call screening turned on and watch what the
handset does with it.
You will know it worked when
You call a screened mobile, the handset asks who is calling, your message is given, and the phone rings properly instead of the call being filtered away.What to write
- Name your business first. A recognised name is the only thing that gets a call answered.
- Give the reason in three or four words. “About your appointment” or “About your invoice” is enough for someone to decide.
- Do not sell in it. A screening message that reads like marketing gets the call declined and teaches the handset to filter you next time.
- Do not put questions in it. Nobody is there to answer them yet.
What else you can do here
- Improve pickup rates in ways that matter more than screening: call at sensible hours, use a local number, and keep your list clean. See Outbound follow up.
- Decide what happens when a call reaches voicemail instead of a person. See Voicemail.
- Use a local number for the area you are calling, which does more for pickup rates than anything else here. See Buy a phone number.
- Set the hours your outbound calls are allowed to run. See Business hours and after hours.
If it did not work
Calls are still not getting through. Screening is one filter among several. If your number has been flagged as spam by the carrier, no screening message will save it. Contact support@brilo.ai to check whether your number is affected. You cannot see the setting. It is in beta and may not be on your account. Email support@brilo.ai. It reaches voicemail rather than screening. Different situation, different setting. See Voicemail. People pick up confused about who is calling. Your screening message and your opening line disagree. Make both start with the same business name. See Set your greeting.FAQ
Why do my outbound AI calls not reach people with iPhones?
Why do my outbound AI calls not reach people with iPhones?
Newer iPhones and Android phones screen unknown numbers and ask who is calling before ringing. If
that question goes unanswered the call is filtered out. Fill in IOS / Android Call Screen
Handling in Call Settings so your agent can answer it.
What should the call screening message say?
What should the call screening message say?
Your business name, then the reason in a few words. “Marston Dental calling about your appointment
on Thursday.” Keep it factual, leave out anything that reads as a sales pitch, and ask no questions.
Does this affect inbound calls?
Does this affect inbound calls?
No. Inbound callers rang you on purpose, so there is nothing to screen. This only applies to
outbound calls and campaigns.
Will this stop my calls being marked as spam?
Will this stop my calls being marked as spam?
No. Spam labelling is done by the carrier and is a separate problem from handset screening. Contact
support@brilo.ai if you think your number has been flagged.
Is the screening message the same as my greeting?
Is the screening message the same as my greeting?
No. The screening message is given to the handset before anyone picks up. The greeting is the first
thing the person hears once they do. Keep the business name consistent across both.
Related
- Voicemail for calls that reach an answering machine instead
- Buy a phone number for a local number callers recognise
- Outbound follow up for a complete outbound calling setup
- Set your greeting for the line after they pick up
- My campaign did not call if outbound calls are not going out
