Purpose
The Call Transfer feature allows your AI assistant to seamlessly transfer live calls to an external phone number—such as a sales rep, receptionist, or call center—based on rules you set. This ensures warm handoffs, better customer experience, and zero missed opportunities.
FAQs
Q: How do I set up a call transfer to an external number?
A: In your AI assistant settings, define the trigger (e.g., a specific keyword, lead qualification, or user request) and enter the external phone number you'd like the AI to transfer the call to in the “call transfer” tool
Q: Can I transfer calls to multiple numbers based on conditions?
A: Yes. You can set deterministic logic—like transferring to sales for qualified leads and support for existing customers—using the call transfer tool.
Q: Will the AI announce the transfer to the user?
A: Yes. The AI can notify the caller with a custom message before transferring, such as “I’m connecting you to our sales team now.”
Q: Can the AI whisper a summary to the human rep before the call is transferred?
A: The AI can do a “warm” transfer i.e provide context of the call (e.g., name, reason for call) before handing off.
Q: What happens if the external number is unavailable?
A: You can set fallback options—like offering to callback, book an appointment or transferring to another number.