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Warm transfer
Hand off calls the right way
Brief a colleague before you pass the call across, so the customer never has to repeat themselves.
Brief before transfer
Talk to your colleague first, privately.
Smooth hand-off
Pass the live call across cleanly.
Context travels
History moves with the conversation.
Right person
Send it to whoever should own it.
No cold hand-offs
Introduce, then transfer
Put the caller on hold, brief your teammate on who they are and what they need, then bring them in — a smooth, human hand-off.
- Private brief first
- Warm introduction
- Customer never repeats themselves
Context included
The whole thread comes too
Whoever picks up sees the full history, so nothing is lost in the transfer.
- Full history on hand-off
- Notes and orders in view
- Follow-ups stay attached
More in Phones
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Warm
hand-offs
0
repeating
Full
context
Hand off calls smoothly
Start free, set up in about 45 minutes — no credit card, cancel anytime.