How to Add OktoAssist to a Call Route | OktoRocket

Adding OktoAssist to a Call Route

AI Voice Assistant

How to Add OktoAssist to a Call Route

Add OktoAssist as its own entry in your phone-routing system, configure how it behaves on the call, then test and activate it.

OktoAssist
Key Takeaway
OktoAssist needs its own dedicated routing entry — separate from your existing call routes — and should always be tested before you activate it for live callers.
Watch & Learn

OktoAssist Call Route Video

This video covers
  • ›Copying your default route and configuring the step fields
  • ›Setting up the limit-reached call route
  • ›Testing and activating the route

Create and Configure the Route

Recommended
Copy, don't build from scratch: OktoAssist should live in its own route. Copy your shop's standard default route rather than building a new one — this keeps your original route untouched as your baseline.
1
Copy Your Default Route for OktoAssist
Navigate to Sites → Select Location → Call Settings → Call Routing.
  1. Locate your shop's standard default call route
  2. Make a copy of it
  3. Rename the copy OktoAssist
  4. If it's a fallback for missed or overflow calls during open hours, place it there
  5. If it's the primary route during closed, after-hours periods, place it there instead
  6. Open the copied route's step and select OktoAssist as the Destination Type
Default route copied and renamed OktoAssist in Call Routing
2
Configure the OktoAssist Step Fields
DescriptionA clear internal label for the routing step.
Destination TypeSet to OktoAssist.
Allow SchedulingEnable so OktoAssist can book appointments through your configured Scheduler.
AI Agent Greeting MessageWhat callers hear when OktoAssist answers. Can explain booking, towing transfer, or voicemail. The shop-name variable in Step Preferences inserts your shop's name automatically.
Allow Transfer to VoicemailEnable if callers should be allowed to leave a voicemail.
VoiceSearch through the available voices and preview each one to find the best fit for your shop.
Towing Service NumberEnter the towing partner's number if OktoAssist should transfer towing-related callers.
Transfer to AdvisorsThe advisor destination OktoAssist attempts during business hours.
Offer to Text Scheduler LinkEnable so OktoAssist can offer to text your online scheduler link.
AI Agent IDSystem-assigned; identifies the configured OktoAssist agent.
On CompletionWhat the routing system does next after the OktoAssist interaction ends.
OktoAssist Step Preferences fields
3
Configure the Limit-Reached Call Route
Scroll to the bottom of the same Step Preferences panel. This builds the route callers follow once the site's included and allowed overage calls are used up — if no steps are configured here, the call goes directly to voicemail.
  1. Select Add Step to add a destination — voicemail, an advisor, a call group, or another route
  2. Use the up/down arrows to reorder steps if you add more than one
  3. Select Save
A common setup is a single step sending callers straight to an after-hours voicemail once the limit is hit.
Limit-Reached Call Route builder
4
Save and Test OktoAssist
Before activating OktoAssist for live callers, test the complete experience and confirm every result directly in the Scheduler.
Confirm OktoAssist can:
  • ✓Recognize an existing customer
  • ✓Register a first-time caller
  • ✓Reference a vehicle already on file
  • ✓Gather info for a new vehicle
  • ✓Offer configured services
  • ✓Handle a service that isn't listed
  • ✓Book wait and drop-off appointments
  • ✓Handle an after-hours drop-off
  • ✓Send appointment info by text
  • ✓Help change an appointment
  • ✓Transfer to an advisor or towing partner
  • ✓Follow the correct route at the call limit
5
Activate OktoAssist
  1. Disable the shop's previous active call route
  2. Enable the new OktoAssist route
  3. Place a final test call
  4. Confirm the correct route answers
  5. Confirm the expected appointment, transfer, text, or voicemail action occurs
Activated OktoAssist route in Call Routing
Important: Do not delete the previous call route. Disabling it keeps the configuration available if you need to return to your earlier routing setup.
Related Articles
Continue with OktoAssist
Use these articles to understand, monitor, and measure your AI Voice Assistant.
See what OktoAssist does and how the customer call experience works end to end.
Set usage limits, lead follow-up, and limit-reached behavior — then monitor them going forward.
Review bookings, transfers, text messages, estimated revenue, and individual call outcomes.
Understand daily, weekly, and monthly summaries and call-limit notifications.
OktoRocket
Need Additional Help?
Contact our Support team if you need additional assistance setting up your OktoAssist call route.