Overview
LeadTruffle now supports AI-powered call transfers, allowing you to automatically route phone calls to the right person based on conversation context. This is especially useful for high-priority cases, existing customers, or callers requesting human assistance.
How It Works
You can configure up to five transfer options.
For each option, define:
Phone Number: The number the AI should transfer to.
Transfer Message: What the AI should say before transferring.
Trigger Phrase/Condition: The context or customer statement that should prompt the transfer.
Common Use Cases
A current customer calls with a question about their existing service.
A caller asks to speak to a human, a specific team member, or a department.
You want new leads transferred rather than quoted by AI.
The caller sounds angry or has a complaint.
The lead is high value or VIP, and you want to prioritize human contact.
Setup Instructions
Go to your LeadTruffle dashboard and click on AI Call Answering.
Scroll to Call Transfer Settings
At the bottom of the page, you’ll see the Call Transfer Settings section.
Enable Call Transfers
Toggle the setting to “on”.
Set Your Transfer Rules
For each rule, add:
Phone Number: The phone number to transfer to
Transfer Message: The message to play before transferring
When to Transfer: The context or trigger that should cause the transfer
When the AI detects a trigger phrase or condition during a call, it will automatically play the transfer message and redirect the caller to the specified phone number—no manual intervention needed.
Need help? Contact us at [email protected] or message the team via the Intercom chat on this article or in-app.