Day Agent / Live Transfer Guides

Let PupPilot handle all inbound calls and transfer callers to your team when needed. Two numbers, one seamless flow.

How the Day Agent Works

Inbound
Caller
Public Number
Forward
PupPilot answers
Transfer-back
PupPilot
Dials Internal Number
Clinic phones ring
Staff answers

Day Agent mode requires two phone numbers: your public number (which always forwards to PupPilot) and an internal number (which PupPilot uses to transfer callers back to your staff). This setup ensures PupPilot handles every call while your team stays reachable for live transfers.

What You'll Need

  • Your PupPilot number — provided during onboarding
  • Admin access to your phone system — to configure forwarding
  • A second phone number or DID — for PupPilot to transfer calls back to your front desk

Prevent Call Loops

Your internal number must never forward to PupPilot on no-answer. Set its fallback to voicemail — otherwise calls will bounce between PupPilot and your phone system endlessly.

Don't see your phone system?

Day Agent mode works with most VoIP systems that support call forwarding and a second phone number. Contact our team for help.

Contact our team →

Ready for a full-time AI receptionist?

Our team can help you set up Day Agent mode in minutes.