Connect Your Phone System & Streamline Calls in Your Financial Services Bundle

Never miss a call and keep client communication professional and organized.

Score your marketing in about a minute.
Score your marketing in about a minute.

Handling calls professionally across bookkeeping, financial planning, tax, and insurance services is essential. Whether it’s a client checking in on their books or a prospect wanting an insurance review, a smooth phone setup keeps everything running freely. Here’s how to get your phone system up and running in the Marketing OS.

See where your marketing is leaking customers.
See where your marketing is leaking customers.

Get and Register Your Business Phone Number

  • Log into your Marketing OS, then go to Settings → Phone Numbers.
  • Search by area code to find a number that fits your region. These numbers cost just around $1.15/month and come with monthly credits to cover calls and texts.
  • Once you select one, register it in the Trust Center using your business details.
  • Complete A2P (Application-to-Person) messaging registration—this ensures your texts like reminders or follow-ups get delivered instead of filtered out.

Set Up Voicemail & Call Forwarding

  • From the same section, choose where calls should go:
    • Voicemail: Upload a professional greeting. Callers can leave a message, which you can review and return at your convenience.
    • Forwarding: Route calls directly to another business number (like your main office line)—though voicemail won’t pick up in this case.
  • You can also set forwarding or voicemail to activate only during certain hours (like after 5 PM or weekends).

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Create and Train Your AI Voice Agent

  • Navigate to AI Agents. Set up a voice agent that answers calls when you're busy or after hours.
  • Customize the voice tone and greet callers in your brand's style.
  • Train the AI with rules like:
    • "Book calls directly if availability is open"
    • "Send a text link to schedule"
    • "Transfer to voicemail or your personal line"
  • The agent will operate based on your set availability and calendar integration, keeping you responsive without manual involvement.

Automate Alerts and Stay Notified

  • Set up workflows so you get notified—via email or platform alerts—whenever a voicemail is left or an AI-handled call occurs.
  • This ensures you're always aware of client attempts to reach you, whether it's about tax prep, policy questions, financial planning, or bookkeeping checks.

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Action Plan

  • Log in and register a business phone number from your Settings.
  • Choose whether to use voicemail or call forwarding, and configure them based on your schedule.
  • Create and train your AI voice agent to handle overflow, after-hours calls, or basic scheduling.
  • Enable workflows and alerts for incoming calls and messages.
  • Test the setup by calling your business number and verifying that everything works—voicemail, forwarding, and AI response.

    • Frequently Asked Questions

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