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Post Transfer runs after a transfer has completed and the caller is connected. It is useful for work that should happen only after a successful handoff. Use it to:
  • notify a team that the caller was connected
  • update a CRM with the transfer outcome
  • record which destination received the call
  • trigger another configured follow-up action
The original Agent is no longer responsible for speaking to the caller at this stage.

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Configure Post Transfer

Add Post Transfer in the Functions section of the Agent editor. Write instructions that identify the configured function to run and the exact information it should receive.

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Example

After a successful sales transfer, update the CRM with the destination, transfer time, caller’s request, and the information collected before the handoff.
Use Post Convo instead when the work should happen after every conversation, whether or not a transfer occurred.
Configuring functions programmatically? See Agent functions.