What Happens When a Customer Calls? Inside Daktela’s Smart Incoming Call Flow

October 3, 2025

The phone is still one of the most powerful channels in customer care — fast, direct, and human. But what happens behind the scenes when someone dials your number?

With Daktela, an incoming call is never “just a call.” It’s part of an intelligent, flexible, and highly automated flow that helps your team deliver fast, personalized, and stress-free service.

Let’s walk through what actually happens when a customer calls — and how Daktela ensures it’s a smooth experience for everyone.

1. Call Reaches the Daktela Platform

As soon as the call hits your system, it’s processed through Daktela’s secure, cloud-based platform. This happens in milliseconds — whether you’re using a local number, toll-free line, or international routing.

2. IVR (Interactive Voice Response) Engages

Daktela’s customizable IVR menu greets the caller and helps them self-navigate to the right department or queue. You can build multi-level trees with:

  • Language selection
  • Department options
  • Customer input (order number, ID, etc.)
  • Estimated wait time announcements
  • Callback options

Bonus: You can even add logic like time-based routing (e.g. after-hours calls) or priority handling for VIP customers.

3. CRM Lookup in Real Time

If the caller’s number is known, Daktela’s built-in CRM pulls up their customer profile instantly — showing:

  • Name and contact details
  • Conversation history across all channels
  • Open tickets or ongoing cases
  • Notes and tags

Result: The agent already knows who’s calling and why — before they even pick up the phone.

4. Smart Call Routing and Queuing

Based on your routing rules, the call is directed to the right person or team — using strategies like:

  • Skills-based routing (e.g. product expertise or language)
  • Least-busy or longest-available agent
  • Sticky agent routing (same rep as last time)
  • VIP or SLA-based prioritization

If all agents are busy, Daktela queues the call with real-time wait time updates and optional callback features to avoid frustration.

5. Agent Sees Full Caller Context

When the agent answers, they get a complete view of the caller — CRM data, conversation history, previous notes — right inside the call interface.

This saves time, avoids repetition, and sets the tone for a helpful, confident conversation.

6. Call Is Logged, Recorded, and Analyzed

After the call ends, Daktela automatically:

  • Logs the call in the customer’s timeline
  • Links it to an existing ticket or creates a new one
  • Records the call (if enabled) for QA or training
  • Tags the conversation (manually or with AI)
  • Triggers follow-up workflows, surveys, or notifications

You get the full picture — and a clear path for follow-up or analysis.

7. Real-Time Reporting and Wallboards Update Instantly

Supervisors can watch live call queues, agent statuses, SLA performance, and more — all in real time. Daktela’s wallboards and reporting tools make it easy to spot issues, balance workloads, and keep service levels high.

Why It Matters

Faster resolutions

Personalized conversations

Happier customers and agents

Better data for smarter decisions

When your incoming call flow is smart and connected, your entire support operation becomes more efficient — and your brand becomes known for outstanding service.

Final Thought

Every phone call is a chance to impress, solve, and retain. With Daktela, you don’t just answer the phone — you orchestrate the entire experience.

Ready to upgrade your inbound calling?

Let us show you how Daktela makes it seamless, intelligent, and scalable.

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