Feature

Move calls forward,
with Call Transfer.

Hand the conversation to the right person — human or another agent — without re-asking who they are, what they need, or why they called.

studio.convexaai.com / agents / front-desk / transfers
Agent settings
Voice & persona
Knowledge
Transfers
Functions
Escalations
Billing specialist
+44 20 7100 0420 · routes to skill
warm
14% / wk
On-call clinician
PagerDuty rotation · after 7 pm
warm
3% / wk
Retention agent (AI)
if intent = cancel · sentiment < -0.2
agentic
2% / wk
Spanish queue
if language = es · static cold transfer
cold
8% / wk
Types of transfer

Designed for efficiency,
built for trust.

Three ways to hand off a call. We build all of them into your agent — using the one that fits the moment, or chaining them inside the same call.

Cold transfer

A clean handoff. The agent dials the recipient, drops out, and the caller continues talking to whoever picks up.

Latency
< 200 ms
Context kept
No
Best for queue routing
Standard SIP refer
Works with any carrier
Cheapest per minute

Warm transfer

The agent stays on the line, introduces the caller with a one-sentence summary, and then drops out. No “so what’s this about?” repeats.

Latency
~ 4 s
Context kept
Yes
Best for human takeover
Summary tuned per recipient
Recipient can decline
Caller hears reassurance

Agentic warm transfer

Hand off to another AI agent — a billing specialist, a retention flow, a Spanish-speaking front desk — with the full conversation context attached.

Latency
~ 1.2 s
Context kept
Full
Best for skill-based routing
Memory + tools carry over
No re-authentication
Caller barely notices
Set up once by our team

We power your AI agent with Call Transfer.

We define every recipient for you and wire them into your agent’s flows — each one a tool the agent calls when the situation fits.

studio.convexaai.com / transfers / new

1. Recipients

Billing specialist
On-call clinician
Retention agent
Spanish queue
Add recipient

2. Routing rule

Trigger
intent = billing OR refund
Confidence
≥ 0.65
After hours
Skip to: On-call clinician
Fail-over
Voicemail + email

3. Hand-off message

AGENT SAYS
“I’ll bring on Cara from billing. She’s verified your account and is up to speed.”
Voice
Same as host agent
Context attached
Full transcript + intent
How we set it up

We get Call Transfer running
in three steps.

We stand up your first transfer rule fast — fully tested end-to-end before it ever touches a live call.

New recipientCara · Billing · +44 20 ★★ 0420SIP trunk · ready
01 — Add

We add Call Transfer to your agent

We add a transfer step to your agent and point it at a phone number, a SIP destination, or another Convexa agent.

Discuss your workflow
if intent = billing → Caraif sentiment < -0.2 → Retention AIafter 7pm → on-call
02 — Define

We define the routing logic

We set the conditions, fallbacks, time windows, and languages — the agent decides at runtime which recipient fits.

How routing works
▶ Test call · in progress✓ transferred · 1.2 s✓ context preserved
03 — Test

We test, refine & launch

We run test calls, watch the transfer happen live in Live Inspector, refine the hand-off line, and take it to production.

See Live Inspector
Built to handle the real world

Things that actually
break call transfers.

We’ve worked through the awkward edge cases — and built handling for each one into your agent.

Fully consensual

Recipient hears who is calling and why before the caller is bridged in. They can decline; the agent handles it gracefully.

87%
accept-rate

Multi-channel support

Transfer across PSTN, SIP trunks, WebRTC widgets, and Microsoft Teams — without rebuilding the agent for each.

5 channels
tested side by side

Warm transfer hold music

While the agent briefs the recipient, the caller hears hold audio you choose — your music, your voice, or graceful silence.

42 s
avg hold during warm
Impact across industries

What teams see when
transfers run in production.

Warm hand-off is built to keep callers on the line through the transfer — so fewer drop off at the moment a call changes hands.

Outcome · healthcare front desk

A retention agent and a front-desk agent can run as one continuous conversation — context carries across the hand-off, so the caller never starts over.

Outcome · customer retention

Connected integrations
with your tech stack.

Transfer rules can pull recipient lists from your CRM, your on-call rotation, or your contact-centre routing logic — see the full set of supported integrations.

Salesforce
PagerDuty
Twilio Flex
Genesys
Five9
Aircall
Teams
Zoom
Dialpad
RingCentral
SIP trunk
WebRTC
Built to scale,
human by design.

Call Transfer is included on every Convexa plan.