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Adjust Dispatch Pro Voice Agent Settings

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Overview

If your account uses both Dispatch Pro and Voice Agent (VA), you can configure how Dispatch Pro handles VA-booked jobs directly from your Dispatch Pro settings. This integration allows Dispatch Pro to automatically dispatch jobs booked by the Voice Agent, reducing the need for manual intervention — even for after-hours calls.


Who uses this feature

  • Administrators and managers

  • Applies to all business types

  • Applies to all trades

Feature configuration

  • This feature requires both Dispatch Pro and an active Voice Agent configuration on your account. Contact your Customer Success Manager (CSM) or Pro Account Manager (PAM) to get started.

  • The Forwarding Number Settings and Phone Settings permissions are required to use Voice Agent. Please contact the account administrator on your team.

Things to know

  • The Voice Agent tab only appears in Dispatch Pro settings if a Voice Agent is configured on your account.

  • The Use On Call Technician Shifts setting is enabled and read-only for Voice Agent accounts. This ensures on-call technicians are available to receive after-hours VA-booked jobs.

  • Non-VA jobs on Voice Agent accounts show as disabled in the Dispatch Pro board with a tooltip explanation. VA jobs outside the configured scope also show as disabled, with an explanation. Only eligible VA jobs within scope are auto-dispatched.

  • If a VA-booked job is not eligible for auto-dispatch, office staff must manually intervene to assign a technician.

Open Voice Agent settings in Dispatch Pro

  1. Go to the top toolbar and click SettingsA simple icon representing a settings gear..

  2. In the side panel, go to Dispatch Pro > Settings.

  3. Under Dispatch Pro Settings, click the Voice Agent tab.

Set the VA Job Scope

The VA Job Scope determines which VA-booked jobs Dispatch Pro automatically handles.

  • Select one of the following options:

    • All VA jobs: Dispatch Pro auto-dispatches all jobs booked by the Voice Agent, regardless of when they are scheduled.

    • VA after-hours jobs only: Dispatch Pro auto-dispatches only VA-booked jobs that fall outside of regular business hours.

  • Click Save.

Troubleshoot VA job dispatching

If a VA-booked job is not being auto-dispatched, check the following:

  • Job is not booked through Voice Agent: Dispatch Pro only auto-dispatches jobs identified with the VA Job Flag. If the job was booked through another channel, it will not be eligible.

  • Job is outside the configured scope: If your VA Job Scope is set to VA after-hours jobs only, jobs booked during regular business hours will not be auto-dispatched.

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