Call transfer

Knows when to hand the call to a person.

Some calls shouldn't end with an AI. When the caller asks for a human — or the conversation goes somewhere your agent shouldn't — it puts them through to your team. Straight through, or after a quiet briefing so nobody has to repeat themselves. The same on calls you receive and calls you make.

  • Warm or cold
  • Only numbers you approve
  • Inbound and outbound
  • Comes back if nobody answers
09:42· · · 5G
Rindee · Northside
Live · 01:12 · transferring
What it does

A handover that doesn't lose the caller.

The moment a call stops being something your agent should handle, it stops handling it — and hands it to someone who can.

Straight through, or briefed first

A cold transfer says it's connecting you and puts the call through. A warm transfer holds the caller on hold music, rings your colleague, tells them in a sentence who's on the line and what they want, and only then joins the two. Your colleague picks up already knowing the story.

It only dials numbers you list

You set up destinations as a label and a number — billing, front desk, the on-call mobile. The agent chooses which label fits the conversation; it cannot dial anything that isn't on your list. You pick the destinations, it picks the moment.

If nobody answers, it comes back

An unanswered warm transfer doesn't dead-end. The agent returns to the caller and carries on the conversation — takes the details, books the appointment, offers a callback. Nobody is left in hold music waiting for a person who never picks up.

Calls in and calls out

Transfer isn't a reception-only feature. An outbound agent running a campaign can hand off the moment someone wants to talk to your team — so an interested caller reaches a person while they're still interested, instead of getting a callback promise.

How it works

Three steps. No integration.

Set the destinations once and add the tool to the agents that should use it.

  1. Step 01

    Add your destinations

    Each one is a label the agent will recognise and the number behind it. Set as many as you need — sales, support, the owner's mobile.

  2. Step 02

    Pick the style

    Cold for speed, warm when the person picking up should know what they're walking into. You can change it later without touching anything else.

  3. Step 03

    Add it to your agents

    Inbound, outbound, or both. An agent without the tool simply never transfers — so you can roll it out to one number first.

FAQ

Handing over, in plain English.

Still have a question? Talk to us directly.

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