Setting Up Live Call Transfers

  1. Overview
  2. Call Transcript, Custom Tools and Update Custom Values in GHL
  3. Setting Up Live Call Transfers

Guide to Live Call Transfers with AI Assistants

  1. Introduction

    • Purpose: Learn how to enable live call transfers with AI assistants.

  2. Setting Up AI Assistant

    • Access configuration settings.

    • Create a new AI assistant specifically for call transfers.

  3. Assigning Tools

    • Navigate to tools and add a function.

    • Assign pre-built tools

  4. Configuring Call Transfer

    • Click on "transfer" and create a transfer call function.

    • Specify the prompt and description for the AI to process transfer requests.

    • Select the number to transfer the call to and save changes.

  5. Adding Transfer Tool to Assistant

    • Click on "add to assistant" to include the transfer tool.

    • Confirm the addition with a green checkmark.

  6. Instruction to AI Assistant

    • Provide specific instructions to the AI assistant for call transfers.

    • Save changes after setting up the transfer process.

  7. Testing the Transfer

    • Dial the designated number to test the call transfer functionality.

    • Request the AI assistant to transfer the call to a specific person.

    • Verify the successful transfer of the call.

EXAMPLE DISCRIPTION: use this tool to transfer the call when user asks for Ricky