Smart Call Transfer & Conference Bridge

Transfers to the right person, with full context, only when it matters, with AI still on the line.

JessicaJessica·English

When a call needs a person, the person gets the whole story first.

AI recognizes when a call needs human attention and transfers with full context. Conference bridge technology keeps AI on the line to assist your team. No more blind transfers or callers repeating themselves.

Example
JessicaLaura Bennett · Bennett InteriorsPennine Office Supplies · Sheffield01:24

Invoice 20931 charged us twice for the desks. That is £1,840 we should not have paid.

I can see both charges. This needs someone from accounts, I will bring them in now.

Needs a personRouting rule
Billing disputes over £500 go to Accounts
Who is free in Accounts?
SMSarah MitchellOn another call
MEMark EvansAccepted
Microsoft TeamsContext card for Mark
  • Bennett Interiors · account 4471
  • Invoice 20931 charged twice, £1,840
  • Wants a refund, not a credit note
  • Caller verified
Accepted
Connected. Laura did not have to repeat a thing. Jessica stays on the line and writes the notes.
Right person foundContext before helloNotes written

Hands over inside the tools your team already uses.

  • Bitrix24
  • Google Calendar
  • Make
  • Microsoft Dynamics 365 Business Central
  • Microsoft Teams
  • Odoo
  • Pipedrive
  • Sage
  • SAP
  • WhatsApp Business
  • Zapier
  • Zoho CRM
  • Docusign
  • Freshsales
  • Google Sheets
  • Kommo
  • Scoro
  • ClickUp
  • Exact Online
  • Google Drive
  • Instagram
  • Telegram
  • Zoho Books
  • Agnum
  • Cegid
  • DATEV
  • Holded
  • Lexware Office
  • Rivilė
  • Symfonia
  • wFirma
  • Directo
  • Fakturownia
  • InsERT Subiekt
  • Labbis
  • SimplBooks
  • weclapp
  • Axonaut
  • Merit Aktiva
  • Calendly
  • HubSpot
  • Microsoft Dynamics 365
  • Microsoft Outlook / Microsoft 365
  • n8n
  • Oracle NetSuite
  • QuickBooks Online
  • Salesforce
  • Slack
  • Xero
  • Zendesk
  • Cal.com
  • Freshdesk
  • Gmail / Google Workspace
  • Intercom
  • monday CRM
  • Airtable
  • ERPNext
  • Facebook Lead Ads
  • HighLevel
  • Messenger
  • Viber
  • a3
  • B1.lt
  • Comarch ERP
  • Fatture in Cloud
  • inFakt
  • Pennylane
  • sevDesk
  • TeamSystem
  • Zucchetti
  • enova365
  • Finvalda
  • JTL-Wawi
  • Sellsy
  • Stekas Plius
  • Aruba Fatturazione Elettronica
  • EBP
  • Teamleader Focus
+ Any system with an API

Trademarks belong to their owners. Shown to name the systems we connect to, not a partnership.

Every transfer arrives with its context.

100%
Context Preserved
0
Blind Transfers
≤3s
Transfer Time
24/7
Availability

Six ways a call reaches the right person.

Intent-based routing

AI understands what the caller needs and routes to the right person. No button pressing, no directory menus, just natural conversation that gets callers where they need to be.

Conference bridge

AI brings a human onto the call and stays on the line to assist. The agent provides real-time context, takes notes, and handles follow-up actions while your team focuses on the conversation.

Full context handover

When AI transfers a call, the receiving person gets a complete summary: who is calling, what they need, what has already been discussed, and any data collected during the call.

Urgency detection

AI detects urgent calls and transfers immediately to your on-call staff. Non-urgent calls are handled independently so you are only interrupted when it truly matters.

Fallback handling

If the person AI tries to transfer to is unavailable, it does not just drop the call. AI offers alternatives: take a message, try another team member, or schedule a callback.

Multi-department routing

Route to sales, support, billing, or specific team members based on caller intent. AI maps your organization structure and knows who handles what.

Why Smart Transfer Matters

Side by side
The problemBlind transfers frustrate callers who must repeat everythingWith AIAI sends a full conversation summary before the transfer connects
The problemIVR menus waste caller time with press-1-press-2 navigationWith AIAI understands natural language and routes based on what the caller actually says
The problemUrgent calls get lost in the queue with non-urgent requestsWith AIAI detects urgency and escalates immediately to the right person
The problemUnavailable staff means dropped calls and lost customersWith AIAI offers alternatives: message, callback, or another team member

How It Works

1AI handles the callAI answers, engages the caller, and determines their intent. Simple requests are resolved. Complex ones are flagged for transfer.
2Context is preparedAI compiles a summary (who is calling, what they need, what was discussed) and sends it to your team member before connecting.
3Seamless handoverYour team picks up fully prepared. With conference bridge, AI stays on the line to assist and handles follow-up actions after the call.

Frequently asked questions.

What is an AI conference bridge?
A conference bridge means AI stays on the call when it connects a human team member. AI provides real-time context to your staff, takes notes during the conversation, and handles follow-up actions like CRM updates and appointment confirmations after the call ends.
How does AI decide when to transfer a call?
AI analyzes the caller's intent, urgency, and the complexity of their request. Simple tasks like booking appointments or answering FAQs are handled independently. Complex requests, urgent issues, or callers who specifically ask for a human are transferred with full context.
What happens if the person I transfer to is busy?
AI does not drop the call or send the caller to voicemail. Instead, it offers alternatives: take a detailed message, try another team member, or schedule a callback at a specific time. The caller always gets resolution, even when your team is unavailable.
Does the person receiving the transfer see context before answering?
Yes. Before the transfer connects, AI sends a quick summary to the receiving person - who is calling, what they need, and what has already been discussed. Your team member picks up fully prepared, so the caller never has to repeat themselves.

End Blind Transfers Forever

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