Pass the readiness check

Open Phone → Test readiness. Fieldiz checks the receptionist status, business knowledge, AI disclosure, Company payment method, active line, per-line AI routing, and remaining monthly budget. Resolve every incomplete item before placing a test call.

Place a controlled inbound call

Copy the displayed test number and call it from a different phone, never from the Company line itself. Confirm that the receptionist identifies itself as AI. Ask a realistic service question, provide a test name and phone number, request a callback and preferred service window, and try the human handoff if it is enabled. If the line answers only after hours or after the team misses a call, test under that exact routing condition.

Verify the result

After ending the call, open Phone and the linked Lead. Confirm that the transcript, summary, disposition, urgency, callback request, and service window match what the caller actually said. Check that the team notification opens the correct call and that work requiring a response appears under Needs attention. Finish by marking the test call resolved.

Use clearly labeled test contact details. Do not provide real payment, identity, access-code, or other sensitive information during a test.