Setup steps
Pick the trigger
Choose whether calls forward after a timeout, when the line is busy, outside business hours, or when a specific queue is overloaded.
Set the timeout
Short timeouts recover more calls but may interrupt staff. Longer timeouts feel less aggressive but can make callers wait.
Route by call type
Use different rules for sales, support, urgent service, existing customers, and general inquiries when the phone system supports it.
Review failed attempts
After launch, inspect calls that did not reach Havio and calls that reached the wrong fallback path.