Sado AI

Telephony

Business telephony setup checklist: 6 stages from the number to the first week

Sado AI team · · 4 min read

In short

When you set up telephony, check six things. The number is in the company’s name and the same everywhere, and there are enough channels for the busiest hour. Every call has a written route: who answers during hours, when everyone is busy, at night and on holidays. The people who answer have a greeting, common questions and a list of what to note down. Recording, CRM and data storage time are settled. Test calls are made before launch, and missed calls are reviewed daily in the first week.

1. Number and provider

  • The number is in the company’s name and you hold the contract.
  • The SIP details from the provider (login, password, server) are stored safely, with the responsible person only.
  • There are enough channels for the busiest hour: counting channels.
  • For office IP phones, the internet is stable and SIP ALG is off on the router.
  • Customers see your main number when you call out.
  • The number is the same on the website, Instagram, maps and ads: one number everywhere.

2. Where each call goes

  • Who answers first during working hours, and who if they’re busy.
  • Where calls go after hours, at weekends and on holidays.
  • After how many seconds without an answer the call moves to the next person or the operator.
  • When a call is transferred to a manager or a specialist.
  • Whether you need a voice menu. If you do, keep it to 2–3 options.

Write the rules on one page and show them to staff: everyone should give the same answer to “where does a call go at night?”.

3. For the people who answer

  • A greeting: company name and their own name, such as “Assalomu alaykum, Baraka Mebel, Dilshod speaking”.
  • Common questions with answers: price, address, landmark, hours, delivery.
  • What to note on every call: name, number, what they need, next step.
  • Who calls back missed calls, and how soon.

You give the same list to an AI operator: it answers only from your facts, and if it doesn’t know, it says a manager will call back and creates a task.

4. Recording, CRM and data

  • Whether calls are recorded and whether customers hear this at the start.
  • How long recordings are kept and who may listen to them.
  • What a call becomes in the CRM: a lead, a deal or a task (telephony and CRM).
  • Uzbekistan has a law on personal data: keep only what you need, and ask a lawyer if in doubt.

5. Tests before launch

  1. Call from a city and a mobile number and check both sides hear each other.
  2. Call after hours: does the night rule work?
  3. Call from three or four phones at the same time.
  4. See which number shows on screen when you call out.
  5. Check that the recording and the CRM card appeared.
  6. Hold a long 10–15 minute call: it must not drop. If it does: call audio problems.

6. The first week, and an AI operator

In the first week, look at the call history every day: how many calls went unanswered, and at what hours. These numbers show you which rules to fix.

If you give part of the calls to an AI operator, Sado’s team connects the number and sets the operator up with you: its name, voice (Malika or Shohruh), greeting, questions, prices and hours. Then you make test calls to your own number and adjust the wording. Each call’s recording, transcript and outcome are in the portal, and you can ask the portal assistant Yordamchi which questions the operator couldn’t answer. More: AI operator for incoming calls, Sado’s AI outbound calls and questions about Sado. Try it live or call 78 778 01 23.

Questions

Do we need a voice menu (IVR)?

A small business usually doesn’t: what matters is reaching the right person quickly. With many departments, use a short 2–3 option menu, or let the operator find out the department during the call.

Who should be in charge of telephony?

Name one person: they talk to the provider, keep the passwords and change the rules. Otherwise every change turns into “who’s going to do this?”.

How often should we run the checklist again?

Whenever the number, staff or hours change, and at least once a quarter: repeat the test calls and check the rules are still right.

Try Sado on your own calls.

Talk to the operator on the site or call 78 778 01 23 — this is exactly what your customers will hear.

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