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Call Transfers Setup

Set up Jodie to automatically transfer calls to you when customers need to speak with a real person or have emergencies.

Max Feller avatar
Written by Max Feller
Updated over 4 months ago

How to Set It Up

  1. Go to Settings > Transfers

  2. Turn on the Transfer System toggle

  3. Click Edit next to "Transfer Configuration"

  4. Add your Transfer Phone Number (where calls should go)

  5. Enable the scenarios you want:

    • Real Person Request: When customers ask to speak to someone

    • Emergency Situations: When customers mention emergencies

  6. Save

Your call transfer system is now active!

How It Works

Jodie will automatically detect when to transfer calls and connect customers directly to your phone.

Real Person Requests:

  • Customer: "Could I speak to a real person please?"

  • Jodie: "Let me transfer you to someone who can help" → transfers call

Emergency Situations:

  • Customer: "This is an emergency, I need immediate assistance"

  • Jodie: Immediately transfers the call without delay

What You Need

  • A phone number where you can receive transferred calls

  • Enable the scenarios that apply to your business

Common Issues

System shows as "Inactive"? Make sure you've turned on the toggle and added a transfer phone number.

Calls not transferring? Check that your transfer number is correct and you have the right scenarios enabled.

Jodie handles call transfers automatically based on your settings!

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