Atlas
  1. Voice AI
Atlas
  • Voice AI
    • Welcome to Atlas!
    • Account Setup
    • Create your first campaign
    • Knowledge
    • Edit Script
    • Advanced Script Options
    • Phone number integration
    • Twilio Integration
    • Call Forwarding
    • Calendar Integration
    • SMS Integration
    • Campaign Details
    • Add Contacts
    • Call Records
    • Account
    • Call Scheduling
    • Testing your outbound campaign
    • Clone Campaign
    • General Walkthrought
    • Calls Enrichment
      • Enriching Calls with External CRM and Data Sources
      • Go High Level - Call Enrichment
      • Pipedrive - Call Enrichment
      • Shopify - Call Enrichment
      • Monday - Call Enrichment
      • Hubspot - Call Enrichment
    • Campaigns
      • Create Campaign
      • Campaigns
    • Integrations
      • Zapier
      • Make
      • Keragon
      • Go High Level
        • Download Atlas App in GHL App Marketplace
        • Import the Atlas Snapshot
        • Triggers and Actions
        • Workflows
          • Workflow 01 - Lead form Submitted Website
          • Workflow 02 - CALL Lead from Website form
          • Workflow 03 - CALL Lead from Meta
          • Workflow 04 - Summary and Recording to Conversations
    • Phone Systems Integrations
      • Dialpad Integration
  • TV Ads
    • Atlas Pixel Tracker
  • Schemas
    • CampaignRow
    • Voice
    • AgentRow
    • CreateAgentRequest
    • Statistics
    • UpdateAgentRequest
    • TotalStatistics
    • CallStatistics
    • Template
    • SavedAgent
    • CallHistoryResponse
    • Error
    • CallHistoryEntry
  1. Voice AI

Call Forwarding

Learn how to set up custom call forwarding for your agent. In this video, you'll learn how to:

Basic Transfer Configuration#

Add department names (e.g., Sales, Customer Support)
Associate transfers with specific people
Enter phone numbers (without hyphens) and extensions if needed
Select country codes for international numbers

Advanced Transfer Options#

Custom Transfer Message:
Add a custom message that plays to the caller during transfer
Default: "Please hold while I transfer you" (can be edited)
Warm vs. Cold Transfer:
Warm Transfer (toggle ON): AI provides a one-sentence verbal summary of the call transcript to the call recipient before connecting, giving them context about the conversation
Benefit: Recipient understands what happened before they join
Drawback: Caller waits longer (additional ring time while message plays)
Cold Transfer (toggle OFF): Call transfers immediately without any summary
Benefit: Faster transfer
Drawback: Recipient has no context about the prior conversation
Multiple Transfers:
Add multiple departments or people using the "Add another transfer" button
Choose the transfer type based on your priority: speed or providing context to the call recipient.
Modified at 2025-11-19 21:31:08
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