Transfer calls to your team

Set when a call is passed to someone on your team.

1 min read

Where to find itAssistantTransfer calls

Choose who on your team gets the call, in which cases, and when they’re available.

In the appTransfer calls

1. Add a recipient

In Transfer calls, press Add recipient.
Type a Name, like “Reception” or “Sales team”.
Pick the Country and type the Phone number.
In Transfer when, describe the situations when the call should be transferred.

In the appNew recipient

Transfer when

When the caller wants to discuss a quote that’s already in progress or asks to speak to someone in sales.

2. Set when they’re available

Choose Always or Set hours. With set hours, you can add up to four windows per day, and the recipient is only available within them.

3. Plan a fallback

In the instructions, say what should happen if the transfer can’t go through, like having the team call the person back. You don’t need to explain how to ask for their name and phone number. If you want an alert, set up an email after the call.

4. Test it by phone

Transfers can only be tested with a phone call. The browser test can’t check them. Once the assistant has a number, call it and ask to speak to the recipient.

Important

If the destination phone also forwards to the assistant, the call can loop. To avoid it, use a destination phone without that forwarding.

Good to know

You can set up to 10 recipients.