Cold Transfer
Immediately connects the caller to the destination number without any briefing. How it works:- AI informs caller they’re being transferred
- Call connects directly to destination
- AI disconnects immediately
Warm Transfer
Places caller on hold while the AI briefs the human agent before connecting them. How it works:- AI places caller on hold with music
- AI calls destination in a separate session
- AI summarizes the conversation for the human agent
- Human agent accepts or declines the transfer
- If accepted: caller connects to the briefed agent
- If declined/unavailable: AI returns to caller with explanation
- Human receives conversation summary before speaking to customer
- Automatic detection of voicemail or unavailability
- AI can resume conversation if transfer fails
- Better customer experience with informed handoff
Timeout Handling
| Scenario | Detection Time | Result |
|---|---|---|
| No answer | 5 minutes max | AI returns to caller |
| Voicemail detected | 10-30 seconds | AI returns immediately |
| Agent says unavailable | Immediate | AI returns immediately |
| Caller hangs up | Immediate | Transfer cancelled |
Configuration
1. Add Transfer Numbers
Navigate to Agent Settings → Calls → Transfer Configurations Required fields:- Label: Internal name (e.g., “Sales Team”)
- Phone Number: E.164 format (e.g., +4917612345678)
- Description: When to use this transfer (e.g., “For customers ready to purchase”)
- Transfer Type: Choose Cold or Warm
You can add multiple transfer destinations. The AI will choose based on conversation context.