1. Keep your Conshohocken intake path team-first
Bosseo’s published setup sends every call to your people first. AI Answering steps in if nobody answers within 20 seconds, making it a backstop rather than a replacement for your front desk. That distinction matters when your firm serves callers in Conshohocken and elsewhere in Montgomery County: the geographic label does not tell you whether a caller is a new inquiry, an existing client, or a different type of contact. Your phone workflow needs to make that distinction. Review which numbers, hours, and unanswered-call conditions should trigger the system. Also decide who owns the next action after a summary arrives.
Recommended approach
Bring your current routing rules and unanswered-call handling to the consultation. Ask Bosseo to map the intended first ring, fallback condition, recipient for the summary, and human callback responsibility before you make a decision.
