Transfer Tools
Tools & Automations
Revox supports transfer tools to route callers.
Transfer to Human — Used when a caller needs a human team member. Examples: licensed advice needed, pricing question, coverage recommendation, angry caller, urgent issue, complex request.
Transfer to Agent — Used when a caller should move to another specialized AI agent. Examples: quote intake agent, service request agent, claims triage agent, Spanish-speaking agent, commercial lines agent.
Transfers help the caller get the right experience without starting over.