Some calls need a person. Your AI finds one.
Handed to the right person, live.Your AI decides who a caller needs from what they say, then hands them over live.
To you, or to your whole team.To you on personal plans. To your whole team on Business.
Hi, I've got a question about a charge on last month's invoice.
I can get you to billing. One moment while I see who's free.
Great, thanks.
Transferred to Billing · Dana K.
Dana briefed before pickup · caller connected
Call transfer, block by block
Most calls end with your AI. Some were always meant for a human: the caller who wants to talk to someone, the billing question that needs a judgment call, the issue that can't wait for a callback. Call transfer is how your AI recognizes those and gets the caller there live, without a phone tree and without making them start over.
Transfer to you
On a personal plan your AI puts the calls that matter through to your phone and handles the rest. Tell it what counts as urgent, and it only interrupts you for that.
- Included on Pro and Elite
- Missed the transfer? The caller lands back with your AI, who takes a message
- Allow your AI number through Focus mode so an urgent transfer rings
Transfer to your team
Add teammates, saved contacts, departments or any phone number as destinations. Your AI picks the right one from the conversation itself. There is no press-one-for-sales.
- A vendor, an on-call clinician, a partner's line: anything with a number
- You set the destinations. Your AI can only transfer to people and numbers you've added
- Restrict live transfers to business hours, with a message taken outside them
Warm transfer
Before connecting, your AI briefs whoever picks up: who is calling and why. They can take the call or pass, and if they pass, the caller hears why and what happens next instead of a dropped line.
- The caller never repeats themselves
- A decline isn't a dead end: your AI re-engages the caller with the next step
- Recommended for every destination that isn't you
Hunt groups
When a caller needs someone rather than one specific person, make the destination a group: the front desk, tonight's on-call rotation, everyone in billing. Ring them all at once, or one after another in the order you choose.
- The first person to accept takes the call, and everyone else stops ringing
- Voicemail never wins: your AI hears a recording, hangs up on it, and keeps ringing the others
- A teammate on vacation can be switched off without leaving the group
- Members follow the person: change a teammate's number and the group follows it
A trusted caller ID
Transferred calls dial out from your verified number or your dedicated AI number, never from something that looks like spam. Each destination can be set to see the one it recognizes, so the handoff reads as an internal call.
- Verify your own number with a short call
- Or use the dedicated AI number that comes with Pro, Elite and Business