Explore the demo01
Enter your business number
In your assistant’s phone settings, choose Forward my existing number, enter it, and check compatibility. Confirm the provider you pay for phone service.
Call forwarding
How to forward Ooma Office calls to your AI receptionist
Ooma Office forwards an extension from Call Handling in the End User Portal: select Forward it immediately, choose My Forwarding number, and enter the number. Use your InsertChat routing number, leave the key-press prompt off, and dial *74 from the desk phone to toggle forwarding.
Ooma Office
Available for numbers in the United States.
Forward all calls
- In the Ooma Office End User Portal, open Settings, then Call Handling.
- Select Forward it immediately, then select My Forwarding number.
- Enter your private routing number as the forwarding number and leave Require key press on answer turned off.
- Save the popup window, then save your settings.
Turn forwarding off
- From the Ooma Office desk phone, dial
*74and follow the prompts to turn call forwarding off.
Source: Ooma Office documentation, reviewed .
Finish the setup in InsertChat
02
Forward to your routing number
Choose when calls forward, then follow your provider’s steps to send them to the private routing number InsertChat creates. Never publish that number.
03
Verify with a test call
InsertChat places a verification call. For unanswered-or-busy forwarding, let it ring without answering so your provider’s rule can forward it.
What happens after calls arrive
AI receptionist
InsertChat answers your business calls from your own services, hours, and prices. It books appointments on your calendar and brings in your team, full transcript attached, when a person should follow up.
Explore AI receptionist
After-hours answering
Your team’s phones ring while you’re open. After hours, or whenever nobody picks up, the AI receptionist answers, books the visit, and flags emergencies to your team.
Explore After-hours answering
Shared inbox
Bring website chat, calls, email, SMS, and WhatsApp into one workspace. Your AI answers first, and your team sees exactly what needs a person.
Explore Shared inboxNo. That option asks whoever answers to press 1 first, which protects a cell phone’s voicemail but stops an AI receptionist from taking the call. Leave it off for the routing number.
Yes. Ooma documents dialing *72, waiting for the prompt, and entering the forwarding number followed by #. Dial *74 later and follow the prompts to toggle forwarding on or off.
Ooma says calls can only be forwarded to numbers in the US and Canada. Your InsertChat routing number is a US or Canadian number, so it qualifies.
The first active line is included with your InsertChat plan; additional lines are $10 per month plus voice minutes. Your phone provider may also count forwarded calls against your plan, so check your plan with them.
Choose Another provider during setup. Ask your provider to forward all calls, or unanswered and busy calls, to your private routing number, keep caller ID passthrough on when offered, and make carrier voicemail ring longer than the forwarding timeout.
Facts last reviewed .
Build your AI front desk.
Start with the questions you answer every day.
Add your business information, test the answers, and connect your first customer channel.