This article outlines the steps to set up call transfer functionality for agents in Nedzo AI, ensuring efficient call handling and routing.
Key Steps
1. Access the Agent Section 0:12
Navigate to the agent section in NedzoAI.
Select an existing agent or create a new one.
2. Focus on Actions 0:24
Skip the prompting section and details.
Locate the 'Actions' section at the top.
3. Select Call Transfer 0:36
Click on the 'Call Transfer' option.
4. Add Transfer Number 0:46
Click the plus button to add a transfer number.
Enter the phone number to which calls should be transferred.
5. Set Transfer Sentence 0:53
Input a brief sentence for the AI agent to say before transferring the call.
Example: 'Please give me a few seconds to transfer you.'
6. Define Transfer Condition 1:30
Specify the condition under which this number should be used for transfers.
Example: 'Use this number to transfer calls to our sales department.'
7. Choose Transfer Type 2:07
Select the type of transfer: 'Warm' or 'Cold' (blind transfer).
For this example, choose 'Cold' and click 'Create'.
8. Add Additional Transfer Numbers (if needed) 2:17
To add another department, repeat steps 4-7.
Example: Add a number for the service center with a corresponding transfer sentence.
9. Finalize Setup 3:08
Review all added numbers and conditions.
Ensure the agent can perform multiple actions while on the call.
Cautionary Notes
Ensure that all phone numbers entered are valid and correctly formatted.
Double-check transfer conditions to avoid misrouting calls.
Tips for Efficiency
Use clear and concise transfer sentences to enhance caller experience.
Regularly review and update transfer numbers and conditions as needed.