Solution
Call screening that tells you who called and why.
Leap answers first, learns who is calling and what they need, and sends you the summary. If you turn on live transfer, you hear who is calling and why before you press 1 to take it.
Call screening means learning a caller's name and purpose before you spend your attention on them. Leap answers, collects name, reason and callback, handles what it can from your approved facts, and sends you a summary. With live transfer turned on, it can announce the caller and pass them to you during office hours.
Name + reason. Leap asks who is calling and what they need, and puts both at the top of the summary your team receives.
Press 1. With live transfer on, the transfer rings from your Leap number and you hear who is calling and why before pressing 1.
Office hours. Transfers happen only while the office is open, and Leap makes one attempt before taking a callback.
Listen in. People who can edit the business can listen to a live call from the inbox and type a note that steers the receptionist.
Spam tagged. Calls that look like spam are tagged in the inbox, and likely spam does not trigger texts or emails to your team.
What is call screening for a small business?
Call screening puts a receptionist between the caller and you. The receptionist asks who is calling and why, then either handles it, takes a message, or puts the call through.
For an owner who is also doing the work, screening means the call you stop for is the one that needs you, and the rest arrive as a short written summary.
How does Leap screen a call?
Leap greets the caller with your business name and asks how it can help. It collects their name, the reason for the call and a callback number, which defaults to the caller ID. If the question is one it has approved facts for, it answers and the call ends there.
If you turn on live transfer, Leap transfers when the caller asks for a person, is upset or has an urgent problem, or needs a decision only staff can make. Your phone rings from the Leap number, you hear the caller's name and reason, and you press 1 to take it. Outside office hours it takes a message instead.
Handled without you
Hours, directions, services and prices you listed are answered on the call.
Passed to you
With transfer on, callers who need a person are announced before you accept.
Written up for later
Everything else becomes a summary with name, reason and callback number.
Steered live
Listen in from the inbox and type a note to the receptionist; the caller does not hear it.
Who gets told about a screened call?
You decide with notification rules written in plain English, such as 'vendor calls go to the office manager' or 'anything urgent texts me'. Rules can use the call's content, the time, the day and your office hours, and a fallback recipient catches calls that match none.
How it works
- 01
Forward your line.
Forward every call so Leap screens first, or ring first so it screens the ones you miss.
- 02
Leap learns who and why.
It collects name, reason and callback, and answers what it can.
- 03
You take it or read it.
With transfer on, accept announced calls during office hours; otherwise read the summary.
Frequently asked questions
Can I take a screened call live?
Yes, if you turn on live transfer and set the number. Leap rings you from the Leap number, tells you who is calling and why, and you press 1 to accept. Transfers happen only during office hours.
What makes Leap transfer a call?
When live transfer is on: the caller asks for a person, the caller is upset or the call is urgent, or a staff decision is needed. It tries once, then takes a callback.
What does the screening summary include?
The caller's name, a summary of what they wanted, the language they spoke if not English, and a callback number. Emails add status and next step.
Does the caller know they are talking to an AI?
You choose. Turn on 'Mention AI in opening' and the greeting introduces the receptionist as an AI receptionist.
Can I listen to a call while Leap is on it?
Yes. People who can edit the business can listen in from the inbox and type a note that steers the receptionist. The caller does not hear the note.
How is screening different from spam blocking?
Screening learns who a real caller is and why they called. Spam blocking is about junk calls: Leap tags spam after each call, and you can turn on blocking for known spam numbers.
Can solicitors be screened out?
Leap takes a message like it would for anyone, and your notification rules can keep sales calls away from you. Calls tagged likely spam do not trigger alerts.
Who uses call screening most?
Owners who are also the technician or the practitioner, and offices where one person handles the desk and the phone: real estate agents, contractors, solo attorneys.
Keep exploring
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