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
  
• Finally, enter the phrase you want the agent to speak when transferring in the Transfer Phrase box.
  
• 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!