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Transfer Types

Whether you prefer a warm introduction or a direct connection, your transfer type determines how Human or AI receptionists handles each call.

Updated over 3 weeks ago

What Are Transfer Types?

Abby gives you control over how calls are connected β€” whether through a Live Receptionist or your AI Receptionist.

Transfer type determines whether Abby introduces the caller first or connects them immediately.

There are two options:

  • Supervised Transfer (Warm Transfer)

  • Blind Transfer (Direct Transfer)


Supervised Transfer (Warm Transfer)

A Supervised Transfer means Abby calls you first before connecting the caller.

How It Works

  1. A call comes in.

  2. Abby places the caller on hold.

  3. Abby dials your transfer number.

  4. Abby announces who is calling and the reason for the call.

  5. You can:

    • Accept the call

    • Decline the call

    • Pass along a message instead

If you decline or do not answer, Abby follows your configured call handling rules (such as trying another number, taking a message, or routing to voicemail).

Best For

  • Screening new leads

  • High-value or sensitive calls

  • Teams who want context before connecting


Blind Transfer (Direct Transfer)

A Blind Transfer connects the caller to you immediately without an introduction.

How It Works

  1. Abby initiates the transfer

  2. Abby disconnects from the call

Best For

  • Fast-paced environments

  • Internal or routine calls

  • Teams that do not require screening


How to Set Transfer Type

Live Receptionist

Transfer type is configured at the Contact level:

Portal β†’ Contacts β†’ Call Handling β†’ Transfer Type

Receptionists follow that preference whenever transferring calls.

AI Receptionist

Transfer type is selected inside your Call Handling when configuring the Transfer action.

This allows you to control transfer behavior per call type.


Choosing the Right Transfer Type

Situation

Recommended Type

New client or high-value call

Supervised

Routing internal call

Blind

Sales screening

Supervised

Quick routing needed

Blind


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