Question 1

Forwarding all your calls to your AI receptionist

Accepted Answer

Forward calls from your number to Dialzara

Want Dialzara’s AI receptionist to handle your calls? Here’s how to forward all incoming calls from your current number to your Dialzara virtual receptionist.

Looking to forward only missed calls? Check out this guide instead.

What you’ll need

Your current phone number
Your Dialzara phone number (available on any paid plan — find it under the My Agent tab)
Access to your phone or business phone system

Setup instructions by mobile carrier

Verizon

Dial *72
Enter your Dialzara number
Press #

To disable, dial `*73`.

AT&T

Dial *21*
Enter your Dialzara number
Press #

To disable, dial `#21#`.

T-Mobile

Dial **21*
Enter your Dialzara number
Press #

To disable, dial `##21#`.

Sprint

Dial *72
Enter your Dialzara number
Press #

To disable, dial `*720`.

Setup instructions for popular VoIP systems

RingCentral

Log in to RingCentral.
Open Settings via your profile icon.
Navigate to Phone System > Call Handling & Forwarding.
Input your Dialzara number.

5. Save.

Google Voice

Log in to Google Voice.
Open Settings via the gear icon.
Under Calls, find Call Forwarding.
Enter your Dialzara number.

5. Save.

Vonage

Log in to Vonage.
Go to Account > My Services.
Under Call Forwarding, click Edit.
Enter your Dialzara number.

5. Save.

#

Question 2

Training your AI receptionist to transfer calls to another phone number

Accepted Answer

Your Dialzara agent can transfer calls to another number if requested by the caller.

This is useful if you want your agent to pre-qualify a caller before handing it off to a live agent.

First, click on the “Add/Edit” button under Actions.

Next, do the following:

Enable the “Transfer Calls” option.
Enter the phone number you want your agent to transfer calls to.
Write a message for the agent to say before initiating the call transfer.

You can repeat this process for each call transfer you want your AI receptionist to handle.

Close the actions window, then open your agents training guide.

In the training guide, paste the below text exactly into your training guide.

---
## Call Transfers

- **If you feel the caller is expecting you to transfer their call:**
  - Output your response by using a tool.
  - **Do not generate any other text in your response.**
  - **Never read the phone number out loud when transferring.**
---

Congratulations! Your Dialzara AI agent will now transfer calls when requested.

Question 3

Customizing your AI receptionist's training guide

Accepted Answer

The training guide is where you can add information and instructions to make your Dialzara AI receptionist work exactly the way you want.

The information and goals you provided during the setup process when you create your account are used to create a default training guide.

By adding to the training guide, you can customize your AI receptionist's behavior.

Adding information to the training guide

Your agent will start with some default sections: Role and Goal, About The Company, Constraints, Example Call Flow, and FAQS

You can edit these sections however you would like to meet your requirements. You can also add new sections just by typing them in.

Using Markdown format when adding information helps your AI receptionist clearly understand instructions. Markdown is an incredibly powerful tool for formatting text when working with AI. You can read about it here.

| TIP: Ask tools like Grok, Claude and ChatGPT to help you make edits that are automatically Markdown formatted. Add "Your response should be a Markdown codeblock." to your prompt.

What NOT to include in the training guide

1. Call transfer instructions

Your AI receptionist CAN transfer phone calls, but these instructions should not be set in the training guide.
Adding

Question 4

Forward only missed calls to your AI receptionist

Accepted Answer

Set up missed call forwarding to Dialzara

Want your AI receptionist to step in only when you're unavailable? With conditional call forwarding, Dialzara answers calls that you miss — no more voicemail dead ends.

Here’s how it works.

Dialzara will pick up when:

Your line is busy
You don’t answer in time
Your phone is off or out of service

Need every call to go to Dialzara, not just missed ones? Follow this guide instead: Forwarding all your calls to your AI receptionist

iPhone users: Read this first

Before you begin: Turn off visual voicemail.
If you don’t, your missed calls may go to voicemail instead of your AI receptionist.

How to turn off visual voicemail on iPhone

Open Settings
Tap Phone
Select Call Forwarding & Visual Voicemail
Disable Visual Voicemail

How to forward missed calls

Choose your mobile carrier below and follow the steps. These work on both Android and iPhone.

T-Mobile

Dial *004
Enter your 10-digit Dialzara number
Press 11#
Hit Call and wait for confirmation

To disable: Dial `##004#`

Verizon

Dial *71
Enter your 10-digit Dialzara number
Hit Call and wait for confirmation

To disable: Dial `*73`

AT&T

Dial 004
Enter your 10-digit Dialzara number
Press *11#

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