> ## Documentation Index
> Fetch the complete documentation index at: https://docs.closerx.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Setup Transfer Call

> Seamlessly hand off live calls to human agents when needed.

## Setup Call Transfer

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

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### 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

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)

***

### 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

***

<Note>
  Full **call transcript** sent to human rep via email/Slack.
</Note>