Setup Call Transfer
Route high-intent leads to live reps — no dropped context, full transcript included.Transfer Triggers
| Trigger | Action |
|---|---|
Keyword: "manager", "supervisor" | Transfer |
| Intent: High-value lead | Auto-transfer |
| 3+ failed responses | Escalate |
| User request | Immediate |
How to Set Up
- Agent Editor → Tools → Call Transfer
- Enter transfer number (e.g.,
+15551234567) - Add intro message:
“Connecting you to our senior advisor, Mike…”
- Enable whisper mode (AI briefs human before connect)
Agency Workflow
- Clone agent for client
- Set client’s support number
- Assign via Client Portal
- Client sees: “Your AI → Your Team” seamless handoff
Full call transcript sent to human rep via email/Slack.