This article will guide you through setting up Call Forwarding, so you can unlock CallerID+ and Call Intelligence in Steer, no matter your phone system. With this setup, your calls will be routed through Twilio, allowing Steer to capture valuable call data and display real-time caller insights. Follow the guide below to begin setting up your Steer call features; be sure to follow all steps.
Important Notes:
- Your Steer texting number is ready to record calls. In Steer you will set where you want calls to forward from your Steer number into your existing phone system.
- Use your Steer number anywhere you want to track and learn from calls with Call Intelligence & CallerID+: your website, marketing, Google listing, etc.
- You will want your customers to call your Steer number in order for Call Intelligence and CallerID+ to track the calls. The calls will forward to your existing phone system.
- Prefer to utilize your existing business number, or need more numbers? Talk to our team before configuring Call Forwarding:
- or chat with our team via the Steer platform.
Part 1: Configuring Call Forwarding Initial Setup
First we will setup Call Forwarding to allow for usage of Call Intelligence and CallerID+.
1. Login to Steer.
2. Settings > Communication > Calls.
3. Input your Steer texting number in "When Customers Call."
a. To locate your Steer texting number: Settings > Communication > Texting > Assigned Number - this is your Steer texting number.
4. Input the number in your existing phone system that you would like the calls to "Forward To" in the next box.
a. You can setup multiple forwarding numbers. Example: you would like the calls to your Steer texting number to forward to multiple lines within your shop.
5. Save your settings.
Part 1: Configuring Steer Users for CallerID+ Features
Next, we will configure your Steer users that would like to utilize CallerID+ pop-up notifications.
1. Settings > Company > Users.
2. Click the Phone Icon to edit Call Settings for the user you would like to receive CallerID+ notifications for.
3. Select Call Forwarding and Input the phone number(s) in which this user would like to receive CallerID+ for. You can include multiple numbers if this user is responsible for multiple phones.
a. This number would be the number, or numbers, you are having calls forwarded to from your Steer texting number.
4. Save your changes.
Part 3: Ensuring Notifications are On in Steer.
In order to receive CallerID+ pop-up notifications you will need to ensure all notification settings are correct.
1. Click your name in the Lower Left > click Notifications.
a. Toggle ON Call Feature notifications.
b. You will need to repeat for each user who needs to receive notifications.
2. Ensure Push Notifications are properly set up on your devices that each user utilizes Steer on.
a. View our Push Notification Guide Here.
Please reach out to Customer Support if you have any questions.
- or chat with our team via the Steer platform.