Not every caller is ready to book with an AI. Some have complex questions. Some want to negotiate. Some just prefer talking to a human before committing to an appointment.
When that happens, how your AI receptionist handles the handoff matters enormously. That is where warm transfers come in.
A warm transfer is when your AI receptionist connects the caller to a real person — but before doing so, briefs that person on what the caller needs. The caller does not have to repeat themselves. The handoff feels seamless.
Home service customers often call with a problem — a leak, a broken AC, a pest infestation. They are already stressed. Having to re-explain their situation to a second person is frustrating and makes your business feel disorganized.
Riley is configured to attempt a warm transfer when a caller specifically asks to speak with a real person, when a situation is outside the scope of what the AI handles, or when you configure specific triggers based on your business needs.
If your team does not answer the transfer, Riley smoothly returns to the call, offers to take detailed information, and assures the caller that someone will follow up promptly. No dead air. No dropped calls. No frustrated customers.
Warm transfer is available on Home Service Agents Pro and Business plans. Business plan customers can configure up to 3 separate transfer numbers — useful if you have a sales line, a dispatch line, and an emergency line.
Get your AI receptionist set up in minutes. Riley answers every call 24/7, books the job, and never lets a lead go to voicemail.
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