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Setup Call Transfer

Route high-intent leads to live reps — no dropped context, full transcript included.

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Transfer Triggers

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How to Set Up

  1. Agent Editor → Tools → Call Transfer
  2. Enter transfer number (e.g., +15551234567)
  3. Add intro message:
    “Connecting you to our senior advisor, Mike…”
  4. Enable whisper mode (AI briefs human before connect)

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Agency Workflow

  1. Clone agent for client
  2. Set client’s support number
  3. Assign via Client Portal
  4. Client sees: “Your AI → Your Team” seamless handoff
Full call transcript sent to human rep via email/Slack.