Can Jodie transfer calls to my team? How do I set up call transfers? Yes β Jodie can transfer callers directly to you or your staff when they ask to speak to a real person or in emergencies.
How to set it up
Go to Settings > Transfers
Turn on the Transfer System toggle
Click Edit next to "Transfer Configuration"
Add your Transfer Phone Number (where calls should go)
Enable the scenarios you want:
Real Person Request: When customers ask to speak to someone
Emergency Situations: When customers mention emergencies
Click Save
Your call transfer system is now active.
How it works
Jodie automatically detects when to transfer calls and connects 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" β 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
At least one transfer scenario enabled
Note: Call transfers are available on the Professional and Premium plans. If you're on the Basic plan, upgrade your plan to access transfers.
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.
Need help?
Message us through the chat icon and we'll get back to you.
