How to Turn On Call Transferring
If you are on a paid plan and want to enable automated call transfers, follow these steps below.
Steps to Turn Call Transferring On
- Log into your Dashboard
- Navigate to My AI in the sidebar
- Click on Transfer Calls
- Toggle on the button in the Enable Call Transfers section
- In the Transfer Recipient section, enter your name or the name of the person you wish Sloane to transfer calls to
- Also in the Transfer Recipient section, enter your phone number or the phone number of the person you wish Sloane to transfer calls to
- In the Transfer Schedule section, specify the days and hours that the transfer recipient is available to receive calls that Sloane transfers
- In the Transfer Preferences section, customize preferences that invovle how Sloane contacts the transfer recipietn such as how many rings Sloane should wait for when attempting a transfer
- In the Transfer Keywords section, specify any keywords you think Sloane should listen for when trying to understand what your customers most commonly say when asking to speak to a human or someone with a specific
What Happens Next
Once updated:
- Upon a caller's request, Sloane will immediately start transferring calls to the transfer recipient within the permitted days and hours
- You will have peace of mind that a customer will be satisfied because their request so speak to a human is been granted
- You can weed out customers merely looking for straight forward info (e.g. hours of operation) from high value customers with inquiries that could potentially lead to sales
Tips
- Keep your keywords prioritized with the most common questions or phrases that might suggest intent to speak to a human
- Test with a call after updating to ensure transfers run smoothly