Your Refervia Line

The Refervia Line is a phone number just for referrals, on Pro and up. Give it to your trusted partners. When they call it, the Line answers with your name, takes the referral, and it lands on your Referral Desk as a new referral from that partner. One tap adds it.

Find it in the left menu under Refervia Line. On a phone, tap Settings, then Refervia Line.

To get your number, click Choose your number on the Line page and pick one in the area code you want (see Your number), then share it with your trusted partners. To hear what partners hear first, click the settings button, then Test call: your Line answers the way it will for them, and the call becomes a draft the same way. Before your first call, your Line asks whether to turn on AI write-ups (below).

How a call goes

1. Your Line answers with your name and your company: "Thanks for calling [your name] at [your company]. This call is recorded and transcribed." Every call starts with that notice, before anything is recorded. The company is your team's name, or the company on your profile; to change either the name or the company it says, open How your Line answers in your Line's settings. With no company, it says just your name.
2. The caller shares the client's name, their phone number, what they need and where, and anything else you should know, then presses pound or hangs up.
3. Moments later it's waiting at the top of your Referral Desk as a referral from that partner, with a notification and an email. With AI write-ups on, the AI has filled in the client, their number, what they need and where. With them off, it has what was said, for you to fill in.
4. Tap Add to my desk, check the details, and add it. It's saved as a referral you received, from that partner, with a New status, and it never counts toward your plan's monthly referrals. Want to pass the client on instead? Tap Pass it to a partner.

AI write-ups

AI write-ups turn a call into a ready-to-check referral. They're off until you agree to them, because they send the call to Anthropic, an AI company.

• What goes to Anthropic: when a call to or from your Line ends, the call's transcript, your name and line of work, your trusted partners' names and companies, and who called (a partner's or client's name, or the number).
• Turn them on or off: on the Line page, click the settings button, then AI write-ups, and tap Agree or Turn off AI write-ups. You can also change it in Settings, then AI permission. Your Line asks once by itself, before your first test call or when you choose your number; Not now keeps them off and isn't asked again.
• Without them: calls are still answered, recorded, transcribed and kept, and nothing from them goes to Anthropic. Each draft has what was said, and the call notes that AI write-ups were off. Turn them on later, and new calls are written up; earlier ones keep what was said.

Our phone provider, Twilio, records and transcribes every call either way. What Anthropic does with what it gets, and how long it keeps it, is in the Privacy Policy.

Your Line is for calls only: it never sends or receives texts, so ask partners to call it.

Driving? Dictate a referral

Call your own Line from your mobile and say the client's name, their number, what they need, and who you'd like to send them to. It's a draft on your Referral Desk, ready to send when you park: open it, check the partner and send. With AI write-ups off, the draft has what you said, for you to fill in. See Referral drafts.

Ring my phone first

Prefer to pick up yourself? On the Line page, click the settings button, then How your Line answers. Choose Ring me first and add your mobile number.

• Your Line greets the caller and rings your mobile for about 18 seconds.
• You hear who's calling: a trusted partner's name, or the number. Press 1 to take the call.
• If you don't press 1, or your voicemail picks up, your Line takes the referral instead.

When you take the call, the conversation is transcribed, and if a referral comes up, it's waiting on your Referral Desk when you hang up.

You can also change the name your greeting says, and hear the greeting word for word before you save.

Your calls

The Line page lists everyone who called your Line, and everyone you called from it, newest first. Needs you shows people with a referral waiting or a call you haven't opened. Open someone to see:

• The referral it made (Add it to my desk): written up by the AI with AI write-ups on, or with what was said
• The recording. Recordings are kept 90 days; the transcript and the referral stay.
• The full transcript
• Write it up as a referral, for a call that didn't make one
• Block: your Line gives that number a busy signal and never takes a referral from it
• Delete: removes the call with its recording and transcript (anything already on your Referral Desk stays)

Call clients and partners

Your Line is how you call your clients and partners, so every call is logged where it belongs:

• Click to call on any referral calls the client from your Line, right in your browser, and the call is logged on that referral.
• On the Line page, Call on someone's page calls them back. Search finds anyone the Line hasn't heard from yet: the clients on your referrals and your trusted partners, each with Call and Text.
• The Keypad calls any US or Canada number, or finds a client or partner as you type their name. On a computer, just start typing a number.

They see your Line's number and hear "This call is recorded and transcribed" when they answer. The call is transcribed, and with AI write-ups on, the AI sums it up after, and if a new referral comes up, it's a draft on your Referral Desk, ready to send. Until your Line has its number, calls out are a preview and Click to call uses your own phone.

On Free, Click to call on a referral opens your phone's dialer, and nothing is logged. Get smart calls, next to it, shows what the Line adds and upgrades you to Pro.

To text a client or partner, tap Text next to Call, on a referral or on the Line page. Your phone's own messaging app opens with their number filled in, and the text goes from your phone. Refervia Lines are for calls only, so nothing is sent through Refervia and the text isn't logged on the referral.

Smart matching

Your Line knows who's calling:

• A client on one of your referrals shows by name, with the referral one tap away. With AI write-ups on, the AI reads the call knowing who they are, so a client checking in isn't written up as a new referral.
• A trusted partner shows as that partner.
• Every call with a client is logged on their referral, under On your Refervia Line. Only you see it; it's never shared with your partner.

Someone the Line doesn't know shows Not matched. Open them and tap Find a match to match their number to a client on one of your referrals, or to a partner. Their past calls join that referral, and so does every call after. Change it or undo it from More.

Minutes

• Pro: 300 minutes a month
• Pro Max: 1,000 minutes a month
• Brokerage and Agency: 2,500 minutes a month, shared by the team line and up to 10 member Lines
• Enterprise: 10,000 minutes a month, shared by the team line and a Line for every member

Calls to and from your Line count, each rounded up to the minute. On a team plan, calls to the team line and to every member's own Line come out of the same minutes, and the Line page shows what the team has left. Minutes reset on the 1st (Eastern time). There are no overage charges: at the limit your Line still takes every referral. It just won't ring your phone or place calls until the 1st.

Team lines

On Brokerage, Agency and Enterprise, your team also gets a team line: one number partners call for the whole team. It answers with your team's name, says the call is recorded and transcribed, and takes the referral. Moments later it's in the Team Referral Queue, from that caller, for the first teammate free to claim, and everyone on the team gets a notification and an email.

Team owners and admins run it from Refervia Line: switch from My Line to Team line at the top of the page. It works like your own Line:

• How the team line answers: take the referral, or ring an office or front desk phone first. Whoever answers presses 1 to take the call; if no one does, the team line takes the referral. Either way, it goes to the queue.
• The name the greeting says: your team's name, unless you change it.
• Blocked numbers: a list just for the team line.
• AI write-ups, in the settings button: one answer for the whole team line, separate from each member's own Line. Without them, nothing from the team line's calls goes to Anthropic, and each referral goes to the queue with what was said.
• Every call, with the recording, the transcript, the AI's write-up when AI write-ups are on, and who claimed the referral in the queue. Post it to the queue writes up a call that didn't make one.
• Test call, in the settings button, lets you hear exactly what partners hear. A test isn't posted to the queue.
• Calls out from the team line: Call on someone's page, search, or the Keypad. Partners and clients see the team line's number.
• Smart matching, for the team: callers who are clients in the Team Referral Queue show by name, the teammate who claimed their referral gets a notification when they call, and Find a match matches anyone else.

Brokerage and Agency include up to 10 member Lines; Enterprise gives every member one. Everyone on the team sees the team line's number at the top of the Team Referral Queue, to share with partners.

Admins run the team line unless the owner turns off Can run the team line for them in Team settings.

Your number

Choose yours by area code: on the Line page, click Choose your number (it's also in the settings button's menu). You can change it up to 3 times in 30 days. Owners and admins choose the team line's number the same way, from Team line.

If your plan drops below Pro, your number is kept for 30 days, then released. Go back to Pro before then to keep it. You can also release it yourself from the same menu. A team line's number is kept 30 days the same way if the team's plan no longer includes it.

Recording

Every call starts with "This call is recorded and transcribed," so callers know before they say anything. Federal law and Georgia need only one person on the call to agree to a recording (18 U.S.C. § 2511(2)(d); O.C.G.A. § 16-11-66(a)); some states, like California, need everyone's agreement (Cal. Penal Code § 632). This isn't legal advice, and your own license rules still apply.