Inbound and Outbound Calling Guide

A Typical Inbound Call Flow

1. The Call: The caller dials your regular resident-facing number.

2. The Forward: The call is automatically forwarded to Beam Talk.

3. The Conversation: Talk holds a natural, free-flowing conversation - gathering information, triaging, and signposting as needed.

4. The Escalation: If escalation is needed, Talk transfers the caller directly to your human team.

5. The Summary: After the call, a structured Beam Note is generated automatically, capturing key details and actions.

Managing Outbound Calls

Practitioners can trigger outbound calls directly from the platform interface:

1. Navigate to the agent dashboard.

2. Enter the resident's phone number.

3. Click Create outbound call.

💡 Missed Call Policy: If an outbound call is missed, Talk will automatically retry up to 3 times (once every hour) unless the resident calls back or picks up in the meantime.