How do we set Voksha up to route different call types to different partners or preparers?

For Accounting Firms

During setup, you configure routing rules based on what the caller says or what Voksha determines through its qualifying questions. A common configuration for multi-partner firms is routing by service line: bookkeeping and payroll questions go to one calendar or team inbox, tax planning and advisory calls go to a partner's calendar, and simple individual tax prep questions get scheduled with whichever preparer has open capacity. Firms also route by client status, existing clients calling with an urgent question about their preparer get flagged for a callback from that specific preparer rather than being scheduled into a generic new-client consultation slot. For firms that screen by business complexity (a core Voksha use case for this industry), routing can be tied directly to the qualifying answers: a caller who identifies as an S-Corp or C-Corp with multi-state operations gets routed to a senior partner's calendar for a discovery call, while a straightforward W-2 individual filer gets booked with an associate or seasonal preparer, or redirected to self-service options if your firm does not take simple returns during peak season. Each partner or preparer connects their own calendar (Google Calendar, Outlook, or Calendly), and Voksha checks real-time availability before booking, so you are not double-booking a partner who already has back-to-back client meetings. These rules can be adjusted at any point, firms commonly tighten routing in February and March when every partner's calendar is tight, then loosen it again once volume drops after April 15.