1. Start with the firm’s existing call path
Bosseo’s published setup places your team first. The AI acts as a safety net when nobody answers within 20 seconds rather than replacing the front desk. That makes the first review practical: identify which number receives calls, who is expected to answer, and what should happen when the call is not picked up. A firm serving University of California-Santa Barbara should also distinguish calls concerning clients or matters in Santa Barbara County from calls outside its service scope. The local geography does not determine the correct routing; your firm’s own intake policy does.
Recommended approach
Map the current path from incoming call to human response. Decide which unanswered calls should be covered, which callers should be directed elsewhere, and who owns the callback after a summary arrives. Ask Bosseo to show how your proposed forwarding rule would preserve the team-first sequence.
