Warm transfer calls to the right agent
Hand off a live call to another agent with full context, so the lead never has to repeat themselves.
With warm transfer, an agent can bring another agent into a live call and brief them privately before handing the conversation over – the lead stays on the line the whole time.
The receiving agent picks up exactly where things left off, so your lead gets the right person without repeating themselves, being put on hold, or dropped back into a queue.
Callingly's AI agent calls your new leads and asks your qualifying questions. When a lead is ready to talk to a person, the lead stays on the line while Callingly rings your reps. If you route leads to their owner, that rep gets the first ring, as long as they're available. Otherwise Callingly rings the available reps in your team's first priority group (the reps you've set to ring first) at the same time, up to a set limit on how many phones ring at once.
Reps who take calls on a regular phone line can hear a short whisper first: who the lead is, where they came from, and the most useful thing they said. Reps on the Callingly app skip the whisper and get the call right there. Once a rep accepts, the AI tells the lead who is joining and hands over the call.
If nobody answers, Callingly moves on to your next priority group, then to your fallback team if you've set one up. And if nobody's free at all, the AI offers the lead a callback, either as soon as possible or at a time they pick.
Talk to the receiving agent privately first to bring them up to speed before the lead is handed over.
Context carries over with the call, so your lead never has to explain their situation twice.
Send the lead to whoever can best help – a senior rep, a product expert, or the right department.
The handoff feels like one smooth conversation, keeping the lead engaged all the way through.
An agent is on a live call with a lead.
They decide another agent is a better fit for the lead.
They bring that agent in and brief them privately.
The call is handed off with full context.
The lead keeps talking, now with the right person.
Callingly lets your agents warm transfer a live call to the right person with a private briefing, so leads always reach the right agent without starting over.
No credit card required.