Staff forwarding and warm handoff to your team

Route qualified callers to humans with context instead of blind transfers.

Sarah can escalate calls when a caller requests a person, when urgency rules match, or when your playbook requires human review.

Configure forwarding numbers and availability in AI Settings and phone setup. Warm handoff includes intake notes so staff do not start cold.

If no one answers a forwarded call, Sarah can queue a callback task in your dashboard instead of dropping the caller.