Call Transfer
Call Transfer
You can learn how to use the Call Transfer tool in this tutorial.
How To Use Call Transfers
Objective
This guide walks you through creating a tool for transferring live calls to a business owner or any specified number.
Step 1: Navigate to Tools and Abilities
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Open the AI Assistant settings in your software.
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Go to the Tools and Abilities section.
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In the top-right corner, click Add Tool to create a new tool.
Step 2: Create the Transfer Call Tool
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Select the tool type Transfer Call.
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Set up the tool details:
Unique Name: Use JSON format for naming (e.g., transfer_business_owner).
Description: "Use this tool when the user would like to speak to the business owner."
- Add the phone number where calls should be transferred:
Example: 123-678-9000 (replace this with the desired number).
- Save changes and ensure the tool is added to the assistant.
Step 3: Use the Tool in Conversations
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If the user requests to speak with the business owner, the assistant can call the function: transfer_business_owner.
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This will initiate the live call transfer to the specified number.
Additional Notes
- This tool allows flexibility for transferring calls to multiple numbers or one specific number.
- Ensure the phone numbers are accurate and up-to-date in the tool settings.
- If you encounter issues, refer to the documentation page or contact support for help.