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.

FAQs about our call transfer feature

Have a question that isn't answered here? Get in touch with our team.

Can I set multiple transfer rules?

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Yes. You can add rules for different people, departments, or call scenarios so that each call gets routed appropriately.

What if I don't answer the transfer?

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You have a few options. You can set a fallback so that the receptionist tries to then transfer to somebody else. You can have the receptionist take a message instead. Or, you can send the caller to your voicemail.

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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Yes, Upfirst offers warm transfers. With a warm transfer, your receptionist will give you some information about the person who is calling, such as their name and what they need. Then you can press one or stay on the line to accept the call. If you choose not to take the call, then the receptionist will let the caller know you're busy and take a message on your behalf.

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