Transfer calls to a real person

Anders can hand a live call to a real person. Set this up with transfer rules under Anders → Handling → Transfers. Each rule names a person or team, their phone number, and when Anders should transfer.

Without any rules, your AI never transfers. It takes a message instead.

Before you begin

• You need the owner or manager role.
• Starter includes up to 3 transfer rules. Pro and Scale have no limit. The trial has no limit either.
• Have the phone numbers ready. Use the full format with country code, like +15551234567.

Steps

1. Open Anders → Handling → Transfers.
2. Under Add a transfer rule, enter a Name. This can be a person or a team, like Owner, Dispatch, or Front desk.
3. Enter the Phone number the AI should call.
4. In When to transfer, describe when this rule applies, in plain English. For example: "Transfer when the caller mentions an active leak or asks for Dana by name." Your AI reads this to decide when to transfer.
5. In Before transferring, your AI says, write what the AI tells the caller right before connecting. For example: "Let me connect you with Dana right away, one moment." The AI says it in the caller's language.
6. Click Add rule.

What happens next

• The rule works on the very next call. When a caller matches a rule, the AI says your pre-transfer message and connects the call to that person's number.
• The first rule in the list is your default. Use the arrows to reorder rules.
• You can give each person their own voicemail greeting. It plays when that person does not pick up the transferred call. Without one, callers hear your business voicemail greeting instead.
• Use Edit or Delete on any rule to change or remove it.

If it does not work

• If the AI is not transferring, check the When to transfer text. Make it more specific, or test it with a call and adjust.
• If you see a message that your plan includes up to 3 transfer rules, you are on Starter. Upgrade to add more.
• If the number is rejected, use the format +15551234567 with the country code.

Related guides

• Let your receptionist text info to callers
• Teach your receptionist