Message Taking and Call Routing

Our VAs capture every caller detail, qualify the inquiry, and route urgent calls to the correct team member. Non-urgent messages are compiled and delivered on your schedule.

Message Taking and Call Routing

What You Get

  • Every caller detail captured accurately using structured intake forms
  • Urgent calls identified and patched through immediately
  • Non-urgent messages delivered via email, SMS, or CRM
  • Custom routing rules built around your team structure
  • Required message fields and delivery expectations agreed upfront

Frequently Asked Questions

How are messages delivered to me?

Messages are delivered by email, SMS, or directly into your CRM, depending on your preference. You set the delivery method during onboarding.

How does the VA decide which calls to route immediately?

You define the criteria during onboarding. Common triggers include urgent keywords, VIP caller names, or call types that require immediate response.

Can I have different routing rules for different team members?

Yes. We can build department-level and individual-level routing rules so calls reach exactly the right person, every time.

Ready to Get Started?

Contact us today and we will build a custom Message Taking and Call Routing solution for your business.

Get a Free Consultation

A clear handoff from day one

Agree on the details before the first call.

Coverage and capacity

Review expected call volume, busy periods, time zones, and overflow triggers. Confirm staffing and available hours in your plan.

Scripts and permissions

Approve the greeting, required details, calendar access, and escalation contacts. Keep sensitive decisions with your authorized team.

Quality and follow-through

Define what a complete message looks like, who owns the next step, and how exceptions will be reviewed.

From clients of our parent company · Stealth Agents reviews

★★★★★
Great communication, efficient and proactive assistant, visible business growth.
Sarah JacobyStealth Agents client
★★★★★
The easiest VA onboarding process. Communicative and helpful throughout.
McKay JaeckelStealth Agents client
★★★★★
Lindsay has been incredible. She handles the tactical work, which has freed me up to focus on bigger-picture initiatives.
Chad SubletStealth Agents client
★★★★★
They have made a real difference in our day-to-day operations and truly feel like part of our internal team.
Alex BehrensStealth Agents client
★★★★★
The team learned my brand and goals and transformed my business. My dream team.
Martine CadetStealth Agents client
★★★★★
We especially appreciate how diligent and pleasant Evy is. True pros.
Rich CochranStealth Agents client
★★★★★
Agents tackled diverse tasks seamlessly and manager Charm consistently provides excellent talent matches.
George AssiStealth Agents client
★★★★★
Stealth Agents provided me with a fantastic virtual assistant who has been an absolute asset.
Lee MaasenStealth Agents client
★★★★★
Paolo is exceptional. Communicative, fast turnaround, quality work every time.
Lynda Sunshine WestStealth Agents client
★★★★★
Continuously impressed by professionalism, punctuality, attention to detail, and the kind family approach.
EvanStealth Agents client