Add phone call transfers to your script

When building a calling script, you have the option to add a questions, which allows the caller to transfer the call to a number of your choosing. For example, you might want to give the option to transfer calls to a central call centre for escalation or more information. Follow the step-by-step guide below to do this:

Step 1: Add question

Navigate to your campaign script and select add question, then from the drop down, select transfer the call:

Step 2: Create an instruction for the caller
Your transfer the call question will be created. Type clear instructions for the caller in the instruction section so they know what this option involves:

Step 3: Input the phone number you want to transfer the call to
Add the phone number you want to transfer the call to in the phone number to transfer to section:

Step 4: Set the branching logic
As with any question in your script, set the branching logic to determine what happens after this question. If it's the end of your script, add 'End the questions'. Once you've set the branching logic, save your script:

During the call, the caller will see the option to transfer the call. They can ask if the person they're speaking with would like the call to be transferred - if so, they can select the Transfer call button to do this or there's an option to skip.

Note: If the call is transferred, the call will immediately end for the caller and they can continue to the next call