Your AI Front Desk handles the routine. When a client needs a human, Scheduley makes it easy to step in on messages or have the call transferred live.
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Maria G.✓ BookedPositiveMay 17, 2:41 PM · 1m 48sCall back
0:41 / 1:48
Summary
Maria called about a balayage for Saturday. The agent booked her with Maya at 10:30 AM and texted a confirmation.
Transcript
AgentThanks for calling Glow Beauty Studio! How can I help?
CallerHi! Do you have anything Saturday for a balayage?
AgentMaya has 10:30 AM or 2:00 PM open on Saturday — which works better?
Inbox → Calls — call detail with transcript and recording
Messages inbox
Open Inbox (Messages). Threads from SMS, and connected channels when you use them, show up in one place. Conversations that need you are flagged (for example Needs Attention).
Pinned at the top is your Concierge — the assistant that set you up. Each morning it posts a short briefing there (today’s schedule, yesterday’s bookings and calls, your waitlist) with an unread dot on the row. More on morning briefings.
Take over a chat
Open the thread and tap Take over. You reply as the business from there; the AI steps back so you’re not both answering. When you’re done, you can leave the thread resolved so it doesn’t stay in your attention queue.
When to hand off
Complaints, refunds, or sensitive situations
Custom quotes or work the AI shouldn’t price
A VIP client who always deals with you personally
Anything the AI flags or that feels off in the transcript
Live call transfer
Under Agent → Call Routing, choose AI answers, can transfer to you and set your transfer number. When a caller asks for a person, the agent connects them; if you miss it, it takes a message and texts you. Details: AI receptionist setup.
Handoff not behaving as expected? Contact support with the conversation or call time and we’ll look.