Platform/Call Transfer
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Call Transfer

Your agent can bring in a teammate mid-call, a manager, a specialist, whoever's on shift, and it hands over everything it already knows, so the customer never has to start over.

When a call needs a person, hand it off without making them repeat themselves.

Your agent can bring in a teammate mid-call, a manager, a specialist, whoever's on shift, and it hands over everything it already knows, so the customer never has to start over.

Incoming call · Support line, escalation
CallerThis is the third time I'm calling about this, I need to speak to someone.
AgentI understand. Let me get you to a manager right away, one moment.
AgentConnecting you now, I've let them know this is your third call about the same issue.
Duration0:52
ResultTransferred to a manager, with context
EscalatedYes
What's included

Everything in Call Transfer

Warm handoff with a briefing

The agent tells the receiving person who's calling and why before connecting, not just a blind transfer.

Choose when it happens

Set rules for when to bring in a human: a specific request, a frustrated tone, after hours, or a question outside what the agent should answer.

Nothing gets lost

Everything captured on the call, name, order number, what they've already said, travels with the transfer.

Works with your existing lines

Transfer to any phone number, extension, or team line you already use, no new hardware.

How it works

Up and running in a few steps.

Set your transfer rules

Decide what triggers a handoff, a keyword, a request, or a topic outside the agent's scope.

Point it at a number

Any phone line, extension, or on-call number works, no special setup.

Agent briefs the receiver

Before connecting, it summarizes who's calling and why.

Call connects, context included

The person picking up already knows what's going on.

<2s
typical handoff time
0
times a customer has to repeat themselves
FAQ

Questions you might have

Does the customer notice anything different when it transfers?+
They hear a brief, natural pause while the agent connects the call, then they're talking to a person, no hold music or menu.
Can I control which calls get transferred and which don't?+
Yes, you decide the rules, by topic, by how the caller sounds, by time of day, whatever fits how your team works.
What if nobody picks up the transfer?+
You can set a fallback: try a second number, take a message, or have the agent keep helping instead of leaving the caller stranded.
Related

Pairs well with Call Transfer

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