How to Forward Calls from Copper CRM to an AI Receptionist
Last updated: March 2026
TL;DR
Forward your Copper CRM calls through the settings dashboard. The entire process takes under 2 minutes. You can forward all calls or just missed calls. Once set up, calls route to any number you choose, including an AI receptionist like Aira that answers 24/7, books appointments, and takes messages. Plans start at $24.95/mo.
How to Forward All Calls from Copper CRM
Follow these steps to forward every incoming call from your Copper CRM phone to another number. This works with any destination, including an AI receptionist, voicemail service, or another phone line.
- Log in to your Copper CRM dashboard
- Go to the Phone or Call Settings
- Find the call forwarding option
- Enter the new phone number
- Save or activate the changes
- Test your setup
Alternative: Set Up via App or Online
Web browser dashboard access to Copper CRM account settings.
Note
If Copper CRM integrates with a specific phone carrier or VoIP provider, setup may occur through that provider's portal instead.
How to Forward Missed Calls from Copper CRM
Conditional forwarding lets your phone ring first. If you don't answer, the call forwards automatically to another number. This is ideal for sending missed calls to an AI receptionist while still answering calls yourself when you're available.
- Log in to your Copper CRM dashboard
- Navigate to the Phone or Call Settings
- Look for Conditional Call Forwarding or Forward on No Answer/Busy
- Enter the forwarding number
- Set your conditions
- Save your changes
How to Turn Off Call Forwarding on Copper CRM
When you want calls to ring on your Copper CRM phone again, follow these steps to disable call forwarding.
- Log in to your Copper CRM account
- Go to the Phone or Call Settings section
- Find the call forwarding section
- Disable or delete the forwarding number
- Save your changes
Why Forward Copper CRM Calls to an AI Receptionist?
Most businesses miss 20 to 40 percent of incoming calls. Every missed call is a lost customer, a missed appointment, or revenue walking out the door. Forwarding your Copper CRM calls to an AI receptionist solves this instantly.
What an AI Receptionist Does with Your Forwarded Calls
- Answers every call 24/7. No voicemail, no hold music, no missed opportunities. Nights, weekends, holidays, and lunch breaks are all covered.
- Books appointments automatically. The AI checks your calendar availability and schedules appointments directly during the call. No back and forth needed.
- Takes detailed messages. When you can't take a call, the AI captures the caller's name, number, reason for calling, and any urgent details. You get a notification instantly.
- Speaks English and Spanish. Bilingual support means you never lose a caller because of a language barrier. The AI detects the caller's language automatically.
- Costs a fraction of a human receptionist. Plans start at $24.95/mo for 30 calls. Compare that to $3,000+/mo for a full time receptionist or $500+/mo for a traditional answering service.
The setup takes under 2 minutes. Forward your Copper CRM calls using the steps above, and your AI receptionist starts answering immediately.
Copper CRM supports international call forwarding, so you can route calls from anywhere to your AI receptionist.
Frequently Asked Questions
Does Copper CRM charge for call forwarding?
Copper CRM typically does not charge, but your phone provider or VoIP partner might.
Can I forward calls internationally with Copper CRM?
Often possible depending on your phone service plan and integrations, though fees may apply.
Will my phone still ring when call forwarding is enabled?
With all calls forwarding, your device won't ring. With conditional, it rings first.
Can I forward text messages too?
Call forwarding usually applies only to voice calls, not SMS messages.
How is immediate forwarding different from conditional forwarding?
Immediate sends every call right away. Conditional only forwards if unanswered, busy, or unreachable.
Can I use call forwarding with an answering service?
Yes, many businesses forward calls directly to AI answering services.
Never miss a call. Forward your Copper CRM calls to Aira.
Set up in under 2 minutes. Your AI receptionist answers 24/7, books appointments, takes messages, and speaks English and Spanish. Plans start at $24.95/mo.