1. Start with your actual Clay intake paths
A firm serving Clay should map the calls it already receives rather than infer phone demand from the town’s population. Separate new inquiries from current-client calls and other calls. Then identify the situations in which your front desk cannot answer: after hours, holidays, lunch periods, meetings, simultaneous calls or other defined exceptions. Bosseo’s public AI Answering page describes team-first routing, with the AI stepping in when nobody answers within 20 seconds. It also describes classifications for Potential New Client, Current Client and Other.
Recommended approach
Bring a recent call-handling map to the consultation. Decide whether the desired role is overflow coverage, after-hours coverage, holiday coverage or a combination. Ask how each call category should be routed, labeled and reviewed for a Clay-serving practice.
