Design transfers that preserve useful context, protect sensitive details, and recover gracefully when staff cannot answer.
Call operations
Human handoff without making callers repeat themselves
Instant AI callback reliability for US phone operations
Design missed-call recovery around eligibility, outbound capability, consent, deduplication, calling windows, and provider reconciliation.
ReadTwilio SMS workflows for an AI receptionist
Connect imported Twilio credentials to a consent-aware SMS workflow with delivery evidence, suppression, and staff ownership.
ReadCustomer reactivation with AI calling: a practical playbook
Build a permission-aware outbound campaign that queues personalized calls, respects business hours, and reports actual outcomes.
ReadA transfer is part of the customer experience, not merely a routing action. The caller needs to know what will happen if the destination is unavailable.
The best handoff reduces repetition while keeping a dependable fallback path.
This article is original VoxsAgents workflow analysis informed by product behavior, failure-path review, and the official primary references below. It is not a customer outcome study.
Treat this guide as an operating starting point. Test the workflow with the business's real rules, tools, permissions, and failure paths before using it with callers.
