1. Start with the calls your team should receive first
Bosseo describes a team-first model: calls go to your front desk first, and the AI steps in when nobody answers within 20 seconds. That distinction matters for a firm serving Urbana. You may want current clients, scheduled callers or people already known to the firm handled differently from new inquiries. The service page says calls can be classified as Potential New Client, Current Client or Other. Treat those labels as a starting point for a review, not as a substitute for your firm’s own routing rules.
Recommended approach
Bring a call-handling map to the consultation. Identify which calls should ring the team first, when an unanswered call should move to AI Answering, who reviews the resulting summary and which categories require a human callback. Do not infer the right rules from Urbana’s population or from assumptions about your firm’s call volume.
