Can we talk about a new project?
Capture the service, company, timing, contact details, and approved qualification context before routing to new business.
For agencies and consultants
Agency and consulting calls, handled in one professional cloud phone system.
VoxiPlus gives agencies and consultants a cloud phone system with business numbers, routing, extensions, Voxi.ai, and native business SMS. Give new opportunities and active clients a clear route without putting the whole team on phone duty.
New opportunities and active clients
A new lead should not interrupt the person fixing a live project.
A project enquiry, an active-client question, and a consultation change each need a different owner and next step.
I need an update on the work.
Send the caller to the right account, project, delivery, support, or fallback destination.
Can we move our consultation?
Confirm a callback or meeting change, or use the native Voxiplan workflow when it is configured.
From first call to next action
The caller says what they need once. The right person gets the context.
Build one clear route from the agency’s business number to the person, team, message, or meeting that should come next.
Answer under the agency’s name
Use a professional business number, welcome message, business hours, and after-hours rules.
Send the request to the right owner
Use an IVR option, extension, group, or approved Voxi.ai questions to route new business, active clients, delivery, billing, and consultations.
Put the plan in writing
Send the callback time, consultation details, location, link, or requested information by business SMS.
A cleaner handoff
Client work stays focused, even when the phone is busy.
If one consultant is in a workshop, another person can pick up the call without making the client start over.
Shared phone system
Incoming call
1 · New customerSales team
2 · Existing customerSupport
Closed hoursVoicemail → email
Keep personal numbers private
Let work calls enter through the business number instead of publishing every consultant’s mobile number.
Give the next person the context
Keep captured details and available calls, voicemail, and messages connected to the contact.
Make the follow-up visible
A callback or business SMS reply remains part of the agency workflow rather than an untracked personal task.
When the team signs off
A missed call can become a clear next step before anyone calls back.
Use voicemail, a missed-call text, or an approved Voxi.ai route to capture the reason for calling and set the right expectation.
Today · Tuesday
09:00–17:30Open flow
After 17:30Closed flow
WeekendVoicemail
A new project enquiry
Collect the approved basics and route the opportunity to new business.
An active-client question
Take a useful message and send it to the responsible account or project team.
A consultation change
Confirm the callback plan or use the configured scheduling workflow.
Before the next client conversation
The team can see who owns the follow-up.
Keep calls, messages, and the next action available to the business instead of leaving them on personal phones or scattered notes.
Call activity
Incoming calls24
Forwarded9
Messages4
Pick up the thread before calling back
Review the available call and message history so the client does not need to repeat the basics.
Confirm the next step by business SMS
Send a callback time, meeting detail, preparation note, location, or link.
See where follow-up needs attention
Use call and SMS reporting to review missed calls, replies, and team activity.
Start with the structure your team needs now.
One business number and a short call route may be enough. Add deeper routing, scheduling, and reporting as the client workflow grows.
Questions, answered
Frequently asked questions
Practical answers about setup, call handling, and how this feature fits into VoxiPlus.
Can new-business calls follow a different route from active-client calls?
Yes. Use a separate number, IVR option, extension, routing rule, ring group, or approved Voxi.ai qualification workflow for new opportunities.
Can consultants keep their personal numbers private?
Yes. The business number and configured destinations let the team handle work calls without publishing every personal number.
Can active clients reach the right account or project team?
Yes. Configure extensions, IVR options, routing rules, transfers, groups, or queues that match the agency’s account and delivery structure.
Can Voxi.ai capture project context before a handoff?
Yes. Configure Voxi.ai to collect the caller’s details, service interest, timing, reason for calling, and other approved qualification information.
Can the phone workflow schedule consultations?
Yes, when the native Voxiplan scheduling integration is configured with the relevant availability, duration, meeting, and booking rules.
Agencies and consultants
Give every client call a clear owner and next step.
Plan a call flow for new business, active accounts, delivery, billing, and consultations without putting the whole team on phone duty.
Incoming call
1 · New customerSales team
2 · Existing customerSupport
Closed hoursVoicemail → email