The two modes
The builder choosescold or warm. Everything below is what each one feels
like from the outside.
While the transfer is dialling, the caller’s microphone and speaker are both
switched off. They hear hold music and nobody is listening to them — which is
deliberate, so a “hello?” into a ringing line is not transcribed and not billed.
What the person answering sees
Give your colleagues something to go on inside the call instead: awarm
transfer, where the agent says who is calling before handing over, is the answer
to “who is this?” that caller ID cannot give here.
When it does not connect
Every failure reaches the caller as one of a small set of plain lines. A carrier status code is never spoken, and a fault of ours is never dressed up as a fact about the person being called.
A declined warm transfer never leaks the decliner’s words. Whatever your
colleague said about why goes onto the call’s timeline and nowhere else; the
caller hears the fixed line above.
After a failure the tool’s
on_failure decides what happens next: continue
brings the caller off hold and back to the agent, which then has the wording
above to work with, or end_call ends the call.
What it costs
Timing
How a transfer reads back
Three places record it, and they answer different questions.
The briefing is deliberately not in the transcript. It is the agent talking
about the caller to a third party, not to them — putting it in the transcript
would replay it into the caller’s next conversation as if they had said it. It
is the only record of what was said about a customer to someone else, so treat
it as a compliance record rather than telemetry.
The recording covers the call up to the handover. What the two humans say to each
other afterwards is not recorded — the agent, and with it the recorder, has left.
A transferred call is still analysed like any other, so
call analysis can tell you why calls escalate.
What transfers are not
- Not agent to agent. Moving between agents is a handoff, a different mechanism with different context rules.
- Not a queue or an IVR. A transfer dials one number. Where that number rings is your phone system’s business.
- Not templated. The destination is a literal phone number frozen when the tool is published, and it is refused at validation if it is anything else. That is anti-fraud design: a destination a model could compose is a destination a caller could talk it into.
- Not paused or resumed. There is no hold-and-return button; the caller is on hold only while the transfer is being attempted.
Next
Build a transfer tool
The operation, its fields, and one tool per destination.
Close reasons
Where
transferred sits among every other way a call can end.