Replace rigid IVRs with simple rules that route callers to the right number, at the right time.
Try for freePass high-priority or sensitive calls to a real person.
Instead of “Press 1 for sales,” let callers explain what they need.
Only transfer calls during business hours or when someone is available.
How it works
The days of "Press 1 for support" are over. Upfirst can talk to callers, answer questions, and transfer them when needed.
Add your teammates' or departments' numbers and tell your receptionist when it should transfer calls to each one.
Choose when transfers are allowed—such as business hours only—so calls never get transferred unavailable team member.
Your receptionist will handle calls itself—or politely transfer the calls if one of your rules is met.
Have a question that isn't answered here? Get in touch with our team.
Can I set multiple transfer rules?
Yes. You can add rules for different people, departments, or call scenarios so that each call gets routed appropriately.
Can I transfer to an extension?
Yes, your Upfirst receptionist can dial extensions or navigate phone trees to succesfully transfer calls.
What will my receptionist say before transferring the calls?
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?
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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