Transfering calls
3️⃣

Transfering calls

Your Dialzara agent can transfer calls to another number if requested by the caller.

This is useful if you want your agent to pre-qualify a caller before handing it off to a live agent.

First, click on the “Add/Edit” button under Actions.

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Next, do the following:

  1. Enable the “Transfer Calls” option.
  2. Enter the phone number you want your agent to transfer calls to.
  3. Write a line for the agent to say before initiating the call transfer.
  4. Press save, then copy the line from step 3.

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5. Close the actions window, then open your agents training guide.

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  1. In the training guide, paste the line from step 3, along with any instructions you want the agent to take before transfering the call.
  2. Click “Update” to save the training guide.
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Congratulations! Your Dialzara AI agent will now transfer calls when requested.

Next > set up your integrations