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Routing

Intelligent AI Call Transfer & Routing

AI qualifies callers and transfers them to the right person at the right time. Warm transfers with full context, not cold handoffs.

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How Call Transfer works 3 steps
Step 1

AI answers and qualifies

Your AI employee answers the call, understands the caller's needs, and determines the best destination.

Step 2

Warm transfer with context

AI briefs the recipient on who's calling and why before connecting the call. No repeating information.

Step 3

Fallback handling

If the destination is unavailable, AI takes a message, schedules a callback, or offers alternatives.

Deep dive

Everything you need to know

A complete look at call transfer capabilities.

01

Warm Transfers

AI provides context to the recipient before connecting—caller name, reason, and any details collected.

02

Intent-Based Routing

Route calls based on what the caller needs—sales, support, billing, scheduling—not phone menu selections.

03

Availability Checking

AI checks if the destination is available before transferring. No sending callers to voicemail.

04

Callback Scheduling

If no one is available, AI schedules a callback at a convenient time for both parties.

05

Transfer Rules

Define who gets which types of calls, business hours routing, and overflow destinations.

06

Multi-Department Routing

Route to different teams, locations, or external numbers based on caller intent and availability.

Key benefits

1 Warm transfers with full caller context
2 Intent-based routing—no phone menus
3 Availability checking before transfer
4 Callback scheduling when staff is busy
5 Custom routing rules per department
6 Detailed transfer logs and analytics

Frequently asked questions

A warm transfer means the AI provides context about the caller to the recipient before connecting them. The caller doesn't have to repeat why they're calling.

Yes. Transfer to any phone number—mobile, landline, or another office. AI handles the connection seamlessly.

You configure the fallback: take a message, schedule a callback, offer to answer the question via AI, or route to another team.

Yes. Configure separate routing rules for business hours, after hours, weekends, and holidays.

AI understands why the caller is calling through natural conversation—no 'press 1 for sales.' It routes based on the caller's actual need.

Route calls intelligently

Let AI qualify callers and transfer them to the right person with full context.

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