The moment that matters most
There is a specific moment in every sales conversation when a prospect goes from curious to ready. They ask a real question, they confirm they want to move forward, or they say they are ready to talk to someone. That moment is short. If your team is not there to take the call, the opportunity can slip away. Live voice transfer is built for exactly that moment.
What live transfer does
Live transfer connects a hot prospect to a human sales rep while the prospect is still on the line. Instead of ending the AI call and hoping someone follows up later, the AI hands the call off in real time. The prospect does not have to hang up, wait for a callback, or repeat themselves to a new person. They stay engaged and reach your team immediately.
Why timing beats follow-up
A callback in an hour is not the same as a connection right now. By the time a rep calls back, the prospect may be in a meeting, driving, or no longer interested. Live transfer removes that delay. The conversation continues without a break, which keeps momentum on your side.
Qualifying before the transfer
Live transfer works best when the AI has already done some qualification. The AI can confirm the prospect is serious, gather basic details, and then bring in a human rep who already has context. Your team starts the live conversation informed, instead of starting from scratch.
Available on Professional and above
Live transfer is available on the Professional plan and above. It is designed for teams that want to capture high-intent leads the moment they surface, rather than relying on scheduled follow-up. If your sales process depends on catching ready-to-talk prospects quickly, live transfer is the feature that makes that possible.
Keeping the CRM in sync
When a live transfer happens, the call details and the handoff can be logged to your CRM automatically through 2-way sync. Your team has a record of what the AI covered and what the prospect wanted, so the live conversation picks up where the AI left off.
What to expect
Live transfer improves your chances of connecting with high-intent prospects at the right moment, but results vary based on your team's availability and how you handle live calls. It is a tool to capture momentum, not a guarantee of a closed deal. Used well, it helps your reps talk to the right prospects at the exact moment they are ready.
