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

1. Navigate to AI Call Answering

• Go to your LeadTruffle dashboard and click on AI Call Answering.

2. Scroll to Call Transfer Settings

• At the bottom of the page, you’ll see the Call Transfer Settings section.

3. Enable Call Transfers

• Toggle the setting to “on”.

4. Set Your Transfer Rules

• For each rule, add:

1. Phone Number: The phone number to transfer to
2. Transfer Message: The message to play before transferring
3. 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.

Updated on: 02/04/2026