Change call routing with Switchboard
Switchboard is a button at the lower left of the Ody app. It lets a workspace admin describe a routing change in plain words, review the plan, and build it only after approving it. The button appears only when Ody has turned Switchboard on for that workspace. If you don't see it, it isn't on for your account — change routing from Settings instead.
Before you start
- You need to be an admin or the owner of the workspace. Members don't see Switchboard.
- The button is not on every workspace. Ody turns it on per workspace. There is nothing to enable in Settings.
Step-by-step
- On a computer, look at the bottom of the left sidebar, just above your name. On a phone, look at the lower left, just above the tabs. The button is labeled Switchboard.
- Click Switchboard. A panel opens with a short read of the account as it is today.
- Describe the change in the box. For example: "After 6pm, ring the on-call tech, then the AI." Click Draw a plan.
- Read each step. It says what will change, why, what callers hear, and whether it can be undone. Click Approve or Skip on each one. Answer any question the plan asks before you continue.
- Click Approve plan. If a step spends money or can't be undone, type
APPROVEin the confirmation box first. - Click Dry run. This checks the plan and does not change the account. If it fails, nothing was changed.
- Click Build. Ody applies the approved steps. When it finishes, the panel says the account matches the plan.
Click Cancel plan any time before Build if you don't want to continue. Cancel does not change routing.
Troubleshooting
- No Switchboard button. It isn't turned on for this workspace. Use Settings (Numbers, work schedule, AI Agent) for the same changes. Ask Ody support if you expected it to be on.
- Approve plan stays disabled. A step still needs Approve or Skip, a question is unanswered, or the confirmation word isn't typed.
- The dry run failed. Nothing was changed. Read the note in the panel, then cancel and describe the change again.
- Build stopped partway. The steps that already finished are in place. Check Settings for the one that failed, then start a new request for what's left. Switchboard does not retry a step that was interrupted.
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Frequently asked questions
I don't see Switchboard. Where is it?
Switchboard is at the lower left of the desktop app, above your profile, and at the lower left of the phone layout just above the tabs. It only appears on workspaces where Ody has turned it on. If it isn't there, it isn't on for this workspace — use Settings to change routing instead.
Will Switchboard change my phone system as soon as I describe it?
No. It draws a plan and waits. You approve or skip each step, approve the plan, run a dry run, and only then choose Build. Until Build finishes, nothing on the account changes.
Who can use Switchboard?
Workspace admins and owners, and only on a workspace where Ody has turned Switchboard on. Members don't see the button.