1
Log in your Dial.Plus account.
2
Navigate to Agent page and select the AI agent you want to configure.
3
Open the Call Transfer settings for that agent.
4
Click on Add transfer and select a transfer type either to Agent or to Human.
Call Transfer
Connect callers to the right person or AI agent instantly.
Deliver a seamless caller experience.
Deliver a seamless caller experience.
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Smart call routing that feels natural
Call Transfer understands caller needs, connects them to the right person or AI agent,
and eliminates the frustration of traditional IVR menus.
How It Works
Setting up Call Transfer takes just a few minutes.
Log in and navigate to the settings
Transfer to an agent or a human
5
Assign an agent or a Phone number to transfer to a human.
6
In the Condition field, explain when to transfer calls to this agent. Use everyday language like 'Transfer when caller needs appointment scheduling'.
7
In the Transfer message field, write a message that will be narrated to the caller during the transfer. This helps set expectations and maintains a smooth experience.
8
Optional: Toggle Enable First Message if you want the receiving agent to automatically play their greeting message after the transfer completes.
During the Call
9
During calls, your AI agent understands what the caller needs in real time.
10
The AI agent decides whether to answer the question or transfer the call.
11
If a transfer happens, according to your setup, your agent or teammate receives the call.
Access call history
12
You can view transcripts, transfer events, and call history anytime.
How teams are using it
Call Transfer automatically routes callers to the right person or AI agent,
boosting team productivity and customer satisfaction in every call.
Transfer to someone who has the answers
A caller asks for their claim status. The agent can’t access the file, so they transfer the call to the Claims Team or the AI Claims Assistant that can instantly retrieve it.
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Send callers exactly where they need
A caller wants to schedule an MRI. The agent forwards the call directly to Radiology Department or to the Radiology AI Assistant that can book appointments on the spot.
Hand off tasks to the right person or agent
A caller asks to create a sales inquiry. The agent can’t submit it, so they transfer the call to Sales or to an automated workflow that creates the inquiry instantly.
Built with support from
Schweizerische Eidgenossenschaft
Confédération Suisse
Confederazione Svizzera
Confederaziun Svizra
Swiss Confederation
Innosuisse - Swiss Innovation Agency
Confédération Suisse
Confederazione Svizzera
Confederaziun Svizra
Swiss Confederation
Innosuisse - Swiss Innovation Agency
