AI Smart Transfers

Sophiie reads the call, picks the right tech, briefs them with the conversation so far, and books a callback if no one is free.

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SCSarah ChenNewBooked in for 1pm today.4hHi, my hot water tank is leaking everywhere - water's pouring out near the mains.That sounds urgent, Sarah. Have you been able to turn the water off at the mains?
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RPRaj PatelEmailFollowing up on last week's email.8h
SCSarah ChenWeb formWebsite form: bathroom vanity swap.2d
TBTom BradleyChatbotHow much for a hot water system?4d

How Sophiie transfers calls

Routes by call, not by guess

Sophiie matches every call to your transfer rules. Heat-pump questions go to the heat-pump tech. Plumbing emergencies go to the plumber on shift.

Briefs the tech before they pick up

Before the call connects, Sophiie speaks the brief to your tech. Caller name, suburb, symptom, what was said. They pick up ready.

Knows who is free right now

Sophiie checks who's on a call, on a job, or off-shift. The transfer lands with someone who can actually answer.

Misses turn into callbacks, not voicemail

When no one picks up, Sophiie captures the job and books a callback at a time the customer agrees to. The lead doesn't go cold.

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Why trade businesses run their transfers through Sophiie

  • Customers stop repeating themselvesYour tech picks up knowing the symptom, the suburb, and the urgency. The customer never starts the story over.
  • Right tech, every callHeat-pump calls land with the heat-pump tech. Plumbing emergencies land with the plumber on shift. Sophiie reads before she routes.
  • After-hours stays answeredOut-of-hours calls go to the on-call tech, or a booked callback at a time that suits. They stop dialling your competitor.
  • Conversation context travelsWhat the customer told Sophiie travels with the transfer. Your tech picks up knowing the symptom and what was said.
  • Team stops getting pinged for nothingSophiie filters the FAQs, time-wasters, and wrong-number calls. Your team only picks up the calls that actually need them.
  • Emergencies skip the queueMark a call urgent and Sophiie skips the queue. The on-call tech rings first, the team gets a heads-up text.

Other Sophiie features

AI Phone AnsweringAI Email ResponderAI Text MessagingAI ChatbotAI Jobs ManagerCustomer CRMAI QuotingAI BookingWebformAI On-Call Agent

Call routing and dispatch by trade

Each of these pages covers dispatch in one trade, where routing a call well depends on what the job is and who should hear about it first. Sophiie passes on what the customer said, and your team does the trade work.

For odd jobs spread across suburbs, dispatch for handyman businesses is about matching skills and passing on context before anyone knocks on the door.

Heat-pump calls vary in urgency, and Sophiie dispatch for HVAC businesses shows how context helps your team choose a transfer or a callback.

Pest treatment jobs are the focus of Sophiie dispatch for pest control businesses, a straight look at dispatch support that isn't GPS fleet tracking.

Common questions

Yes. Set rules per call type, per tech, per time of day. Sophiie reads the call and routes accordingly.

Sophiie can capture the job details, offer the customer a callback time, and log the request for the right person to follow up.

Yes. Before the transfer connects, Sophiie briefs the tech with the caller name, suburb, reason, urgency, and what was already said.

Yes. You can set after-hours routing for on-call staff, emergency-only transfers, or booked callbacks when the team is offline.

Sophiie can route named requests directly when that person is available, or take a message and book a callback when they are not.

Ready to automate your back office?

Sophiie answers, books, quotes, invoices and follows up, so you stay on the tools.

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