PATLive Dev

Call Screening & Transfers

You don’t have time to let someone waste your time. PATLive’s virtual receptionists will answer and screen your calls, connecting you with only the ones you want when you want them—putting you in full control for a big productivity payoff.

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Key Benefits

Protect Valuable Time
Pretty sure you and your staff don’t want to shoot the breeze with every random caller who rings you up. No one is in the business of time wasting. With our 24/7/365 team screening your calls, there’s no need for you to pick up the phone unless you want to. You and your team can stay focused on top priorities or highly complex work by minimizing interruptions—with complete peace of mind that PATLive will handle all the unwanted calls with polish and poise.
Allow Access to High-Priority Callers
Yet there are times when you should be interrupted. PATLive’s call screening and transfer service reduces disruptions while preserving access to high-priority, high-value calls. Whether you’re a lawyer who wants an important client transferred immediately or a field technician who can only handle essential transfers while on the job, our US-based receptionists follow your customized instructions about screening and transferring calls to ensure every interaction receives A+ attention.
Screen Low-Priority Callers
There’s an unsolicited caller on line one? Cool, you’ll skip that. Gone are the days of being trapped on a call with a pushy salesperson or unqualified lead. We’re your security detail against spam and other distractions, ensuring you only speak to your most important callers and stay focused on your work.
Control Your Availability to Receive Calls
Your schedule is ever-changing. Well, we thrive on spontaneity. Let us know when you’re available to take calls and when you want us to take a message by simply updating your status online or in the mobile app. Additionally, we can screen and transfer calls to a designated individual, say a paralegal, when you’re in court or a nurse if you’re busy with a patient. When you’re free to chat with a pre-approved individual, receive either a warm or unattended transfer: a PATLive receptionist will connect with you first to confirm you want to speak with the caller or simply forward the caller to your line.
Create a More Efficient Business
At the end of the day, we all want efficiency. Prioritizing qualified, time-sensitive and high‑value calls for immediate attention and preventing misdirected calls helps turn your business into a well-oiled machine. PATLive’s call screening and call transfer service connects important callers to the right person at the right time, reducing missed handoffs and botched internal follow-up. Your callers will never hit gasp, voicemail (customer enemy number one), preserving your business reputation and revenue.

The PATLive Effect

Reduces disruptions and protects valuable time

Enables flexibility based on real-time availability

Allows complete control over how and when calls reach you

Prioritizes important calls over routine inquiries

Ensures access to high-value opportunities

Connects callers to the right person at the right time

Alleviates workplace drama and inefficiency

Common Appointment Scheduling Scenarios in Practice

High‑stakes calls requiring immediate connection

Sensitive conversations needing a warm transfer to the right person

Emergency calls that require prompt assistance

Forwarding only essential calls to field staff or on-site teams

Screening of leads not meeting qualification criteria

Weeding out unsolicited salespeople and other random callers

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More Ways We Can Help

Front Desk Receptionists

Give callers a professional first point of contact while ensuring every inquiry is routed to the right person quickly.
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Message Taking

When a transfer is not necessary, our receptionists capture detailed messages and deliver them instantly through your preferred channel.
Learn more

Overflow & Backup Service

Maintain responsiveness during busy periods by ensuring excess calls are answered professionally instead of reaching voicemail.
Learn more

Frequently Asked Questions

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How do I get my calls to PATLive?

When you sign up for service, we’ll provide a local or toll-free phone number. You can either advertise this number directly, or you can forward your calls to it from your current number. Forward calls all the time, or only at certain times.

Do calls go to me when my status is set to Available?

One of our live receptionists will always answer your calls first, but when your status is set to Available, we’ll attempt to transfer callers to you when directed to do so in your call handling instructions and/or when callers request to speak with you.

Can I have my calls handled differently across each of the six Unavailable statuses?
Yes, in addition to Available, there are six Unavailable statuses (At Lunch, Away from Desk, In a Meeting, Do Not Disturb, Gone Home and Out of Office) that you can use. Just let us know what you’d like us to do when you’re in each status, and we’ll ensure receptionists handle your calls accordingly.
How do I modify my approved and blocked callers lists?

Give us a call at 850-498-1815 or email hello@patlive.com and member of our team will be happy to help you make changes to the types of callers, names, phone numbers, and/or scenarios that are outlined in your approved and blocked callers lists.

What’s the difference between attended and unattended transfers?

With attended transfers, the receptionist will connect with you first to ask if you want to speak with the caller.

With unattended transfers, the receptionist will simply forward the caller to your line when they ask to speak with you.

Can you do round-robin transfers to my team members?
While we can’t do round-robin style “load balancing,” we can transfer calls to a hunt group of up to four different people / phone numbers.

Get Started

You’ve built a business worth calling. Let’s make sure every caller feels that from the very first hello. Start a Free Trial or schedule a call. Let’s talk!

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