CALL TRANSFERS

The end of 'press 1'.

No menus and no hold-music maze. Callers just say what they need, and Sophiie puts them through to the right person or department: a warm hand-off, a straight transfer, or a screened call that only reaches you when it should.

Find out more
0
Phone-tree menus for your callers
2
Ways to hand off: warm or cold
3
Destinations: staff, departments, external
24/7
Sophiie answers before she transfers

They ask. She connects. Every caller, straight to the right person.

Sophiie answers, works out what the caller needs, and gets them to the right place: your best tradie, the office, accounts, or you. Briefed, screened, or straight through.

THE END OF IVR

No more press 1 for anything

Phone trees make your customers do the routing. Sophiie ends that: callers just say what they're after, in their own words, and she connects them to the right person or department. No menus, no wrong turns, no hanging up in frustration.

The old wayIVR

Press 1 for bookings. Press 2 for accounts. Press 3 to hear these options again.

With SophiieJust talk

"I need someone about a hot water system" and the caller is on their way to the right person.

WARM AND COLD

Briefed hand-offs or straight through, you choose

On a warm transfer, Sophiie gathers the details first, briefs the team member on what the call is about, then connects the caller. On a cold transfer, she routes them straight through. You set which jobs get which treatment.

How she hands off
Warm transferStays on the line

Sophiie briefs the team member before connecting the caller.

Cold transferStraight through

Routes the caller instantly to the right destination.

Who she sends it to
StaffDepartmentExternal
Dee Mason, Senior Plumber
CALL SCREENING

Only the calls that matter reach you

Sophiie asks what the call is about and gets the details before your phone ever rings. If it needs you, she passes it over with the full picture. If it doesn't, she handles it, and you stay on the tools uninterrupted.

New lead
Caller[Customer name]
AboutQuote follow-up
ActionPassed through to you
Screened call
Summary

Caller wants to discuss the quote for the switchboard job. Details captured, putting them through to you now.

PEOPLE AND DEPARTMENTS

Routes to staff, teams and outside lines

Transfers aren't just to you. Sophiie routes callers to the right team member, a whole department, or an external number, following the rules you set for who handles what.

Dee MasonSenior PlumberAvailable
Staff

Direct to the right team member

Departments

Bookings, accounts, service

External

Suppliers and after-hours lines

Call TransfersWarm TransfersCold TransfersCall ScreeningNo IVRDepartmentsSmart RoutingAI Receptionist

What changes

What changes when Sophiie runs the switchboard

  • No phone-tree rageCallers talk to Sophiie like a person and land in the right place first go.
  • You pick up preparedWarm transfers mean you know who's calling and why before you say hello.
  • Fewer interruptionsScreening keeps the calls that don't need you from ever reaching you.
  • Callers reach a human fastThe right person, without the maze. That's how customers stay customers.

Call Transfers FAQs

A warm transfer means Sophiie gathers the details, briefs the team member on what the call is about, then connects the caller. A cold transfer sends the caller straight through. You choose which calls get which.

Ready to hang up on the phone tree?

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

Book a demo