Set-up video · Step 6 of 12

Let AI text a link or transfer calls

A transfer target takes a label, a type and a trigger. Cold hands the call straight over. Warm tells the person who is calling and why. Then a Global Tool is set up to transfer urgent callers.

Recorded in the portal on September 11, 2026. The video follows Outerbanks Handyman, our demo account. The voiceover is a first take and is being re-recorded.

Read this step on the set-up page, with screenshots and tips

Transcript

Then, for transfer agents, this is if you would like to do a warm or cold transfer, and this will be utilized if you're needing to send specific types of callers to another individual or a just a live agent in general. You can, label this however and use cold or warm. Cold means that the bot will just transfer it over, no preamble, no introduction. Warm, the bot will inform the call, the recipient, who is calling and general information.

so just for demonstrative purposes, we can say, actually, let's go with urgent matters. What do you want to transfer over this? Transfer callers who indicate calls. Call is urgent, and to that point, I'm actually going to add an extra, context up here and name that urgency, and I'm going to go with true or false.

Is the call urgent? Urgent. True or false. Yeah, actually, I'm going to change that to a text field.

I'm Callers indicated urgency. I feel like that's good. Go ahead and create her. And she'll show up here shortly.

and then as far as global tools, oh, we can do a few different things, such as SMS or TransferPatch. Since we've already have that transfer patch. One will go with tooled name as Color should be transferred to Paul. Urgent request.

And go ahead with cold. you do need to formulate this appropriately. Plus one, eight hundred, two five zero, zero two zero two. There we go.

Okay. And we'll go ahead and create that. So we've got that transfer request as transfer. And we can also do SMS.

Let's see here. Go with availability. Change the color.

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