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
Open the AI Assistant settings in your software.
Go to the Tools and Abilities section.
In the top-right corner, click Add Tool to create a new tool.
Step 2: Create the Transfer Call Tool
Select the tool type Transfer Call.
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
If the user requests to speak with the business owner, the assistant can call the function: transfer_business_owner.
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.