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Setting Up Call Forwarding

For Need Theo to answer your phone calls, you need to forward calls from your business phone to your Need Theo phone number. This guide shows you exactly how to do it.

Before You Start​

You'll need:

  • Your Need Theo phone number (found in your dashboard under Settings → Phone Numbers)
  • Access to your business phone (the one you want Need Theo to answer)

Choose Your Guide​

Call forwarding works differently depending on your phone carrier. Select the guide that matches your situation:

Forwarding Options Explained​

Forward All Calls​

Every call goes to Need Theo. Use this if:

  • You want Need Theo to handle all calls
  • You're on vacation
  • You don't have time to answer any calls

Forward When Busy​

Calls go to Need Theo only when you're on another call. Use this if:

  • You still want to answer calls yourself
  • You need backup when you're busy

Forward When No Answer​

Calls go to Need Theo after a few rings if you don't pick up. Use this if:

  • You want a chance to answer first
  • Need Theo should only catch calls you miss

Recommended for most businesses: Forward when no answer. This way, you can still answer calls when available, but Need Theo catches everything else.

Testing Your Setup​

After setting up forwarding, test it:

  1. From a different phone (use a friend's phone or your personal cell)
  2. Call your business number
  3. Depending on your forwarding type:
    • Forward All Calls: Need Theo answers immediately
    • Forward When No Answer: Let it ring without answering
    • Forward When Busy: Be on another call when the test call comes in
  4. Need Theo should answer and greet the caller

If Need Theo doesn't answer:

  • Double-check you dialed the forwarding code correctly
  • Make sure you included the full phone number
  • Try the forwarding setup again
  • Check Troubleshooting for more help

Need More Help?​

Once forwarding is set up, try calling your business line to hear Need Theo in action!