What is AI call transfer and how does it work?

AI call transfer is a feature that allows AI voice agents to seamlessly transfer calls to human agents when needed. The AI can perform warm transfers by providing context about the caller's needs, or cold transfers for immediate handoff to the appropriate department.

What's the difference between warm and cold call transfers?

A warm transfer includes context - the AI explains why the caller is being transferred and provides relevant information to the human agent. A cold transfer is a direct handoff without additional context. Warm transfers provide better customer experience and agent preparedness.

Can the AI determine when a call needs to be transferred?

Yes, AI agents can be programmed to recognize when a call requires human intervention based on complexity, customer request, or predefined criteria. The system can automatically trigger transfers while maintaining a smooth customer experience.

How does the AI provide context during call transfers?

The AI can summarize the customer's inquiry, capture key information discussed, note their needs or concerns, and provide this context to the human agent before the transfer, ensuring seamless continuity in the conversation.

Can I set up different transfer rules for different scenarios?

Absolutely. You can configure specific transfer protocols based on call type, customer issue, time of day, or other criteria. This allows for intelligent routing to the most appropriate team member or department for each situation.

What happens if no human agent is available for transfer?

The AI can handle various scenarios when agents are unavailable, such as taking a message, scheduling a callback, directing to voicemail, or providing alternative contact methods. This ensures customers always receive appropriate assistance.

Level Up Your AI Agent with Smart Call Transfer

Seamlessly transfer calls between AI agents and human representatives with intelligent context sharing. Choose between cold transfers for speed or warm transfers for personalized customer experience.

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Transfer Types

Choose the right transfer method for your business needs

Cold Transfer

Quick and simple—our AI transfers the call directly without interaction. Perfect for high-volume scenarios where speed is essential.

Warm Transfer

Want to keep things personal? The AI briefs the next agent before transferring the call. Includes agent introduction to help build trust with customers.

What's the difference?

Compare the two transfer methods to choose what works best for your business

Cold Transfer

Quick and simple—our AI transfers the call directly without interaction.

✔ No prior context is shared.
✔ Agents will need to search for context.
✔ Low-touch, speed-focused approach

Warm Transfer

Want to keep things personal? The AI briefs the next agent before transferring the call.

✔ The next agent gets all the context they need.
✔ Includes agent introduction to help build trust with customers.
✔ Builds trust and loyalty

How to Setup Our Call Transfer Feature

Get started with call transfers in just three simple steps

Click on the Transfer button in your AI agent dashboard.

Add the phone number you want to transfer the call to.

Set the context of transfer and choose between cold or warm transfer. Viola! It's done!

Use Cases

Industries

Level Up Your AI Agent with Smart Call Transfer

Transfer Types

Cold Transfer

Warm Transfer

What's the difference?

Cold Transfer

Warm Transfer

How to Setup Our Call Transfer Feature

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