How it works

How to set up call transfers in Upfirst

The days of "Press 1 for support" are over. Upfirst can talk to callers, answer questions, and transfer them when needed.

1. Set your call transfer rules

Add your teammates' or departments' numbers and tell your receptionist when it should transfer calls to each one.

Upfirst AI receptionist setup screen showing how a real estate agent can add info about showing availability and buyer/seller services.
2. Set your schedule

Choose when transfers are allowed—such as business hours only—so calls never get transferred unavailable team member.

Call transfer rule setup for a real estate agent, showing how to forward tour requests or property inquiries to a mobile number.
3. Let your receptionist talk to calls and route them

Your receptionist will handle calls itself—or politely transfer the calls if one of your rules is met.

AI receptionist greeting an incoming call for Lemon Tree Real Estate, demonstrating 24/7 answering service for realtors.

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Can I set multiple transfer rules?

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Creemos que cada bufete de abogados merece un manejo profesional de las llamadas. Los planes comienzan en 24,95$ al mes para 30 llamadas, mucho menos que los servicios de contestador tradicionales. No hay compromisos a largo plazo: actualiza, reduce de categoría o cancela en cualquier momento.

Can I transfer to an extension?

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Yes, your Upfirst receptionist can dial extensions or navigate phone trees to succesfully transfer calls.

What will my receptionist say before transferring the calls?

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You can decide. When you create a call transfer rule, you can specify if there is a specific message you want the receptionist to say before handing off the call.

Do you offer warm transfers?

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Warm transfers are coming soon to Upfirst! Sign up for a free trial today to secure early access in Q1 of 2026.

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