How Do I Create a Custom Transfer Phrase?

Follow this guide to learn how to create a custom transfer phrase.

Begin in your SalesAi account. 

• Click on 'Ai Voice'
  
• Click 'Create Agent' for a new agent, or click the 3 dots on an existing agent to edit the transfer phrase.
       

• Select if this is an Inbound or Outbound Agent, then click 'Next'
• Fill in the Agent Settings, then click 'Next'
     
• Select your Call Flow, then enter your prompt, qualifications/objections, and knowledge base. 
     
  
  

• Now select your Call to Action
• If this toggle is Off, there will be no CTA. This means the Ai Agent will not transfer nor book a meeting. This is best for FAQ agents or agents who are made to gather data. 
• Choose between 'Book a Meeting' or 'Live Transfer'. 
  • Once you select your booking mode and who you're booking with, you will then adjust your Meeting Settings at the top of the page. 
    
    
  • Here you can add the Title for your meeting, confirm the timezone, and enter a meeting description.
    
  • Next, you can select the Duration of the meeting, the notice you are given before a meeting, and how long the buffer should be between meetings on your calendar. 
  • Finally, you can select 'Add Hours' and select the days and times you want meetings to be booked during.
     
  • Whereas selecting 'Live Transfer' will give you the option to transfer to a specific department.
    
  • 'Live Transfer' will also allow you to create a custom transfer phrase.

• Finish setting the webhook and double call toggle for your agent, then click 'Next'
• Review your agent, then click 'Update Agent'.
  
• Your Transfer Phrase is now saved!