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Transfer

Warm Transfer to a Licensed Closer

A warm transfer means the bot stays on the call until a human closer answers, announces who is calling and why, and only then drops off. If nobody answers, the caller is not dumped into silence: the bot takes a callback slot and dispositions the record so the lead survives.


The problem

A cold transfer is where qualified leads die. The caller hears a click, then hold music, then nothing, and the closer picks up with no idea who is on the line.

01

How the handover works

The bot dials your transfer queue while the caller is still on the line, waits for a human to answer, announces the caller and the qualification result, and then drops off. The caller never hears dead air and the closer never opens cold.

  1. 1

    The bot holds the caller until a closer answers

  2. 2

    The closer is told who is calling and what qualified them

  3. 3

    No answer means a booked callback, not a lost lead

02

Warm transfer vs cold transfer

In a cold transfer the fronter sends the call to the queue and hangs up at once, so the caller waits alone and the closer opens with no context. In a warm transfer the fronter stays on, introduces the caller and the reason for the call, and leaves only once the closer is talking. Warm takes a few seconds longer and keeps far more of the leads you paid to qualify.

  1. 1

    Cold. the fronter drops off before anyone answers

  2. 2

    Cold. the closer starts with no context

  3. 3

    Warm. the caller is never left alone on hold

  4. 4

    Warm. the closer hears who is calling and why

03

When nobody is available

Queues run dry. Rather than transferring into an empty room, the bot offers a callback slot against your closers' availability, confirms it with the caller, and writes the appointment into the dialer.

Capabilities

What it does

  • Stays on the line until a human answers
  • Announces the caller and the qualification result to the closer
  • Books a callback when no closer is available
  • Dispositions the record whether or not the transfer completed
FAQ

Questions people ask

It transfers into the queue or extension your dialer routes to, the same way a human fronter does. Routing rules stay where they are today, the bot does not replace your ACD.

A warm transfer is a call handoff where the first agent stays on the line until the next person answers, introduces the caller and explains why they are calling, then drops off. The caller never hears dead air and the closer never starts cold. B3 Voice fronter bots transfer this way on every call.

In a cold transfer the first agent sends the call on and hangs up straight away, so the caller may wait in silence and the closer has no context. In a warm transfer the first agent waits for the closer, announces the caller, then leaves. Warm transfers lose fewer callers on the way.

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