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How Does an Answering Service Work? In 6 Steps!

Written by Aaron Boatin | April 03, 2025

If you're thinking about using an answering service, you probably have simple questions.

  • Where do the calls go?
  • Who answers?
  • How do I get the message?
  • Do I have to change my phone number?

I'm Aaron Boatin. I'm the President at Ambs Call Center. I've been in this industry for decades. Here's the simple, step‑by‑step view of how answering services work.

And as we go, I'll also show you how Ambs Call Center does it. That way, you can picture what it looks like for your business.

How an Answering Service Works in 6 Steps!

Most answering services follow the same basic path:

  1. Your caller dials your normal business number.
  2. Your phone system forwards the call to the answering service.
  3. An answering service agent answers using your greeting.
  4. They follow your call script (your rules for what to say and where to direct the call).
  5. They help with simple questions or take a detailed message or escalate it to your team.
  6. You get the message by text, email, a web portal, or sent directly in your software via integration (Zapier, API, etc).

Now let's break it down step-by-step and answer any remaining questions you may have.

Table of Contents

 


Step 1: The Call Connects to the Answering Service

Your caller dials your main number like normal.

Behind the scenes, your phone system "forwards" the call to your answering service.

  • The caller does not notice.
  • They still feel like they called you.

Common call routing options

Most businesses pick one (or more) of these:

  • After‑hours only (you answer during the day, we answer nights/weekends)
  • 24/7 coverage (we answer every call)
  • Overflow (your phones ring first, then roll to us if you don't pick up)

Overflow is popular when the office is busy. Some teams set it to roll after a few rings.

"Who sets up call forwarding?"

This part surprises people.

  • The business turns call forwarding on or off in their phone system.
  • The answering service gives you the forwarding number to use.

How this Works at Ambs Call Center

You do not need to share your carrier details with us to do this. We give you the number. You control the forwarding.

Do I need a new phone number?

No, though your answering service would likely provide you with a dedicated call forwarding number.

How this Works at Ambs Call Center

At Ambs Call Center, we give you a dedicated forwarding number during setup, and you choose how you want to use it.

In our setup form, you can tell us whether you want to connect to our answering service using the number we provide or forward calls from your existing business number(s).

Most phone providers let you turn forwarding on and off manually, and many VoIP systems even allow scheduled forwarding (like after-hours, weekends, or overflow).

You can also forward as many numbers as you want into Ambs Call Center, which is helpful for companies with multiple locations, toll-free lines, or businesses that have acquired other phone numbers over time. Some clients use our number publicly, some forward their main office line, and many do both.

 

 

Step 2: The First Impression and Greeting!

Once the call hits the answering service, a receptionist answers.

  • A good answering service (like Ambs Call Center) does not sound like a robot.
  • They sound calm, helpful, and human.

What the greeting usually sounds like

Most services will answer using wording you approve, such as:

  • "Thank you for calling ABC Plumbing. How can I help?"
  • "You've reached Smith Law Office. How may I direct your call?"
  • "Thank you for calling River Dental. How can we help today?"

You can also choose how the receptionist "introduces" themselves. For example:

  • As your receptionist
  • As your team
  • As your call center
  • As your answering service

That choice is yours.

"How much control do I have over the wording?"

Entirely.

  • You approve the exact greeting.
  • You can keep it formal. Or keep it friendly and casual.

"Can I have different greetings for different lines or brands?"

Yes. Many businesses do this.

Example: one number for sales, one number for service, one number for billing. Each can have its own greeting and call flow.

How this Works at Ambs Call Center

We build your greeting with you, then you review it, then we go live. It's a clear process: draft → review → revisions → live.

 

 

Step 3: The Receptionist Follows Your Call Flow

A call flow is your "if this, then that" plan.

It's the set of questions and steps your receptionist follows to handle calls the way you want.

At a basic level, most call flows answer two questions:

  1. Who is calling?
  2. Why are they calling?

A simple call flow example (easy to picture)

  • Caller: "Hi, I need a quote."
  • Receptionist: "Sure. Can I get your name and phone number?"
  • Receptionist: "What's the issue that you are currently facing?"
  • Receptionist: "What's the best time to call you back?"
  • Receptionist: "Great. I'll pass this to our team."

That's a call flow.

"Do I have to write everything myself?"

No.

  • You can give your own scripts.
  • Or you can start from what we've seen work for similar clients and adjust from there.

A helpful way to think about it is:

  • Plan for the main call types first
  • Then decide what happens for "everything else"

How this Works at Ambs Call Center

We encourage clients to focus on the main call types first. It gets cumbersome trying to predict every possible question.

"Can the call flow branch based on answers?"

Yes.

Example:

  • If it's an emergency → ask these questions
  • If it's a new lead → ask these questions
  • If it's an existing customer issue → ask these questions

VIP caller option

Some services can treat VIP callers differently, based on caller ID. That can help high‑value customers get a faster path.

Step 4: Helping Callers Right Away

This is where answering services save you time.

For straightforward questions, the receptionist can answer on the spot.

Common examples:

  • "What are your hours?"
  • "What's your address?"
  • "Do you service my area?"
  • "How do I schedule?"

Many businesses give an answering service a short FAQ list. In our experience, it's often around 10 common questions.

"What's the difference between simple and complex FAQs?"

Here's a simple way to separate it:

Often answered right away:

  • Hours
  • Service area (by zip code)
  • Basic service list
  • Basic directions
  • "Who do I talk to for this?"

Often becomes a message or escalation:

  • Detailed pricing questions
  • Order status
  • Anything that needs access to internal systems
  • Anything that needs a licensed decision

"Where do I update my info if things change?"

This matters.

Businesses change hours. Prices change. Service areas change.

So you need a clean way to update your answering service.

Many services offer a web portal for updates. Others use email or a support ticket.

How this Works at Ambs Call Center

Some updates can be made through our web portal, and our team is also available if you need help.

If something is time‑sensitive, calling is usually the fastest route.

Note: With many answering services (industry‑wide), staff time spent making updates can count as account usage. Using a self‑serve portal can help reduce that.

Bonus: Call screening (save time and money for routine calls)

Some businesses don't want a live agent on every single routine call.

That's where call screening comes in.

That's where voicemail prescreening comes in (recorded info followed by "press to talk to a human")

This can work well if callers often ask the same routine questions.

A caller hears a short message with options, like:

  • Hours
  • Directions
  • "Press 1 for urgent help"
  • "Press 2 to leave a message"
  • "Press 0 to speak with an operator"

How this Works at Ambs Call Center

Our Voicemail Prescreen is built to give callers clear options, while still letting them reach a live operator anytime. It saves you money and keeps your callers in control.

Step 5: Handling Complex Calls (Detailed Messages)

When a call goes beyond simple FAQ answers, the receptionist takes a message.

A strong message is not just "Call John back."

It captures the details your team needs so you can respond fast.

What most detailed messages include:

  • Caller name
  • Callback number
  • Reason for the call
  • Details you choose (job site address, account number, order ID, etc.)

"Can I require certain fields?"

Yes. And you should.

If your team always needs:

  • Location
  • Budget range
  • Account number
  • Department

…then that should be part of the message every time.

"Can the receptionist see past messages from the same caller?"

Some services can.

That can help repeat callers feel recognized. It can also save time.

How this Works at Ambs Call Center

We can set you up with caller ID recall so that repeat callers can have their info pre‑populated as a cost saver—and a sign that you value their business!

Step 6: Getting the Message to You

After the call ends, the message needs to land in the right place.

Most services offer several delivery methods, such as:

  • Email
  • Text message / SMS
  • A secure web portal
  • A phone call to your team
  • A software integration

"How fast do I get messages?"

Often, it can be very fast.

How this Works at Ambs Call Center

We can deliver messages instantly in a variety of ways. But sometimes you may want messages delivered later. Example: send routine messages when your office opens.

"Can different message types go to different people?"

Yes.

You can route messages by:

  • Department
  • Location
  • Call type
  • On‑call schedule

Integrations (what "integration" really means)

An integration usually means your call data can be sent into your favorite software.

Common examples:

  • Sales leads → CRM (Customer Relationship Management) system
  • Support issues → ticketing system
  • Employee call‑offs → WFM (Workforce Management) system

How this Works at Ambs Call Center

On top of the standard integrations most services offer, we can integrate with 7,000+ apps using Zapier, at no additional cost. We'll connect to your favorite software, deliver your messages, and save your team hours of manual data entry.

"How does the answering service transfer my calls to me?"

Sometimes you don't want a message.

You want the call connected to a person — maybe it's yourself or a member of your team.

That is called call patching or a call transfer.

There are two common styles:

  • Blind transfer: we transfer the call right away.
  • Warm transfer: we speak to your team member first, then connect the caller.

How this Works at Ambs Call Center

We can answer and transfer calls exactly as you wish, based on the rules you set.

 

What to Consider for Medical Answering Services

Medical calls are a little different.

  • They can be urgent.
  • They can be sensitive.
  • They can involve PHI (Protected Health Information).

So a medical answering service needs tighter rules and better escalation.

1) When do you need coverage?

Many practices route calls:

  • After‑hours only
  • 24/7
  • Overflow during busy clinic hours

2) What's routine and what's urgent?

Medical answering usually includes clear triage steps.

Example:

  • Life‑threatening → instruct caller to dial 911
  • Urgent → follow your escalation protocol
  • Routine → create a message for next business day

Having served American practices for nearly 100 years, feel free to reach out to us on questions you may have!

3) How do you want calls escalated?

The best medical workflows are clear.

  • Who is on call?
  • How do we reach them?
  • What if they do not respond?

Those rules are agreed on during setup.

How this Works at Ambs Call Center

Our web portal allows you to update your on-call calendar instantly and for $0 extra.

4) HIPAA compliance

HIPAA stands for the Health Insurance Portability and Accountability Act.

In plain terms, it's a set of rules for handling private patient information.

How this Works at Ambs Call Center

We're HIPAA compliant and audited by a third-party to ensure your PHI is in the safest hands.

 

What to Consider for Absence Management Hotlines

Employee call‑offs can get messy fast.

  • People call the wrong manager.
  • Voicemails get missed.
  • HR spends hours sorting details.

A call‑off hotline creates one clean path.

1) Do you need a dedicated call-off number?

Many companies use a separate number just for call‑offs.

That helps keep things private and organized. But we can use your number if you'd like.

2) What absence information do you need captured?

A call‑off script usually captures:

  • Employee name
  • Department or role
  • Shift
  • Date and time
  • Reason (if required)

You can also customize fields for union rules or site needs.

3) Do you need support for Spanish employees?

Many hotlines offer English and Spanish.

How this Works at Ambs Call Center

At Ambs Call Center, we include Spanish support in all our plans for free!

Bonus: Do you need a confirmation number?

A good hotline can give the employee proof they called.

How this Works at Ambs Call Center

We can provide a unique call‑off confirmation number, plus real‑time reporting and data storage up to 7 years!

 

How Do I Get Started with Ambs Call Center?

If you're curious, here's what the process looks like:

  1. Quick discovery call (make sure we fit)
  2. Setup (call flows, greetings, delivery rules)
  3. Training (coach our agents on how to handle your calls)
  4. Review (ensure everything works)
  5. Go‑live (often in a few business days)

Want to see what this would look like for your business?

We can walk through your exact call types and show you a clean call flow. Request a quote now!