Identify the relationship
Collect enough information to find the relevant person or company.
When a customer calls during a meeting, the enquiry can still reach the right person. Connect your assistant’s intake to the contacts and activities your team works with in SuperOffice.
Plan your integration
Your assistant. Your software.
Collect enough information to find the relevant person or company.

Add the caller’s question and useful conversation context.

Pass a clear follow-up request to the responsible colleague.
Check your SuperOffice deployment and integration access, then agree the contact and activity mapping. We test record matching, ownership and the outcome for an unknown caller.
About the SuperOffice integration.