Connect the caller. Bring the context.
Some conversations need a person. There247 gathers the key details, reaches the appropriate team member and introduces the enquiry before handing over.
A handover your team can pick up naturally
1. Establish the reason
Understand what the caller needs and capture the information required by your transfer rules.
2. Introduce the enquiry
Attempt to reach the nominated person and explain who is calling and why before connecting the caller.
3. Connect or follow up
Complete the handover when accepted. If it cannot be completed, follow your fallback instructions and explain the next step to the caller.
Example: a customer needs to discuss a repair quote
There247 captures: the caller’s name, contact details, vehicle or quote reference and the reason they want to speak with the team.
Introduction to your team
“Hi, this is Sofie from the repair team’s AI call service. I have Taylor on the line about an existing repair quote. Taylor would like to clarify what is included. I have the quote reference. Are you able to take the call?”
If the transfer is accepted
The caller joins the conversation with your team member already aware of the reason for the call.
Your team can move straight into discussing the quote.
If nobody can take the call
There247 follows your fallback instructions, confirms callback details and sends an SMS or email summary through the configured route.
The caller hears the approved next step.
Illustrative example. Transfers depend on your configured destinations, routing rules and the receiving person being available.
Choose when a human conversation is needed
Specify which enquiries qualify for transfer, who should receive them and when transfers should be attempted. Set fallback instructions for unanswered or declined transfers so each caller has a clear next step.
For enquiries that do not need an immediate conversation, There247 can send the relevant details by SMS or email according to your rules.
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