Your AI receptionist answers every call, screens it, and transfers the right ones to you with full context. You decide which calls are worth your time.
Whether you need a dispatching service or are just looking for simple call routing, we'll show you how to set it up in less than two minutes.
How it works
Tell Upfirst who to transfer, when, and why. Your AI receptionist handles the rest.
Tell Upfirst which calls to transfer and to whom. Your receptionist is smart enough to understand the context of the situation and decide who to transfer to. Add as many team members as you need.
Set your schedule so that your receptionist only tries to put calls through to you when you're available. If you're busy, the receptionist will just take a message for you.
Before the call reaches you, Upfirst tells you who's calling and why. Accept the transfer, or decline and let the receptionist take a message. You never pick up a call blind.
Screen every call. Transfer the important ones. Let the rest get handled for you.
Your time is limited. Not every call needs you personally. Upfirst screens every caller, handles routine questions, and only transfers calls that match your rules. You stay focused on your work and only pick up when it counts.
Cold transfers frustrate callers and waste your first 30 seconds asking "who is this and what do you need?" Upfirst gives you a warm transfer with the caller's name, reason, and any details collected before you accept. You start the conversation ready to help.
When you can't take a transfer, the call doesn't go to voicemail. Your AI receptionist stays on the line, takes a message, collects contact details, and sends you a full call summary. The caller gets helped. You get the info. Nobody falls through the cracks.
Set call routing rules by department, team member, or topic. Sales inquiries go to your sales lead. Support questions go to your service team. Emergency calls go to whoever is on duty. The AI handles the triage.
Integrations
Send caller details and transfer logs straight to your CRM, calendar, or other tools.
Set up your transfer rules in minutes. No technical skills required.
Your AI receptionist briefs you on who's calling and why before connecting the call. Accept or decline with one tap.
If the transfer recipient doesn't answer, the call routes back to the AI receptionist to take a message. Callers never hit a dead end.
Route calls by topic, caller request, team member name, or time of day. Update your rules anytime from the dashboard.
Sales calls and robocalls get filtered out before they reach you. They never count toward your plan either.
Get a text or email after every call with a summary of who called, what they needed, and whether the call was transferred or handled.
Screen and transfer calls in English, Spanish, and 30+ other languages. Our answering service is bilingual.
Answer and transfer calls around the clock. Set different rules for business hours, after hours, and weekends.
Have a question that isn't answered here? Get in touch with our team.
How much does Upfirst cost?
Plans are based on your monthly call volume: 30 calls for $24.95/month, 90 calls for $59.95/month, 300 calls for $159.95/month, and 600 calls for $299/month. Overage calls are charged individually. Spam and sales calls never count toward your total. Every account includes a 14-day free trial so you can test the live call transfer service before committing. See our pricing for full details.
What is a warm transfer?
A warm transfer means the AI receptionist screens the call first and then briefs you before connecting. You hear the caller's name, why they're calling, and any details collected. You can accept the transfer or decline and have the receptionist take a message instead. It's different from a cold transfer where the call just rings through with no context.
Can I choose which calls get transferred?
Yes. You set the rules. Transfer calls based on the topic (sales, support, emergency), the caller's request, a specific team member's name, or the time of day. You can have different rules for business hours and after hours.
What happens if I don't answer a transferred call?
The call routes back to your AI receptionist. It stays on the line, takes a detailed message, and sends you a summary by text or email. The caller never hits voicemail or a dead line.
Can calls be transferred to different team members?
Yes. Add as many team members as you need. Route calls to specific people based on department, topic, or schedule. If the first person doesn't pick up, the call can fall back to another team member or back to the AI receptionist.
Can I keep my current phone number?
Yes. Forward calls from your landline, VoIP system, or cell phone to your Upfirst number. Your callers keep dialing the same number they already know.
Join the small businesses already using Upfirst to screen every call, transfer the right ones, and never miss a lead. Start your 14-day free trial today.
Try for free
