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Transferring a caller to a person

Set a destination number, and the agent transfers when a caller asks and confirms.

Set a transfer destination number in the assistant's Tools tab.

  1. 1The caller asks for a person.
  2. 2The agent checks, for example "Would you like me to connect you to our support team?"
  3. 3When the caller says yes, the agent tells them it is connecting them and the call is forwarded a few seconds later.

The person who answers receives the call directly. The full transcript of what was said beforehand is in the call log.

Heads up
Transfers only work on real phone calls, not browser test calls. If no destination number is set, the transfer cannot happen.

More in AI Voice Agents

Creating an assistant

Pick a template, name it, then shape what it says and how it behaves.

Connecting a phone number

Link a number from your own Twilio account and choose which assistant answers it.

Where do the agent's answers come from?

From the documents you upload and the instructions you write.

Bookings, tickets and captured details

What the agent can do during a call, and what it saves afterwards.

Interruptions and turn-taking

How the agent knows when to reply, and whether callers can cut in.

Languages and voices

Set the language per assistant, adjust the voice, or clone your own.

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