This guide is essential for anyone looking to enhance customer connectivity through efficient call transfers using AI Voice Agents. Scroll through the steps below to get started:
Not a visual learner? No problem!
Here’s a straightforward, step-by-step guide in text form:
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Navigation: Users start by navigating to SalesAi, then selecting "AI Voice" from the left-hand menu.
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Agent Setup: Under "Agents," users can either create a new agent or edit an existing one. The "Call-to-Action" options are located in the "Call Flow" section of the agent setup process.
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Live Transfer Setup: To enable the live transfer feature, users toggle on "Call to Action" and select "Live Transfer" from the dropdown.
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Department Selection: Users can select the department (e.g., Sales, Support) to which the contact will be transferred, provided the department's numbers are set up in "Company Settings."
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Transfer Phrase: A custom transfer phrase is required, and it must end with a question to ensure successful transfer. An example phrase is provided: "Great! I can connect you with a live representative who can answer any other questions you have. Should I go ahead and transfer you?"
Additional notes emphasize that transfer numbers need to be pre-set in Company Settings by the Sales Manager, and only departments with pre-input numbers will appear as options for transfer.
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