> ## Documentation Index
> Fetch the complete documentation index at: https://help.withallo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Call Transfer

> Transfer live calls to team members

## What is call transfer

Transfer an active call to another team member. The caller stays on hold while the call connects to the new person.

**How it works:**

* You transfer during a call
* Caller goes on hold
* Team member's phone rings
* When they answer, call connects automatically
* You're disconnected

***

## How to transfer a call

<Steps>
  <Step title="During an active call">
    Tap the transfer icon during the call
  </Step>

  <Step title="Select team member">
    Choose which team member to transfer to from the list
  </Step>

  <Step title="Confirm transfer">
    Tap "Transfer" to initiate
  </Step>

  <Step title="Transfer completes">
    * Caller is placed on hold
    * Team member's phone rings
    * When they answer, call connects
    * You're automatically disconnected
  </Step>
</Steps>

<Note>
  Transfers only work to other team members with Allo accounts. External number transfers are not currently supported.
</Note>

***

## What happens during transfer

### For you (transferring person)

1. **Tap transfer button** - During active call
2. **Select team member** - From transfer menu
3. **Confirm** - Tap transfer
4. **Automatic disconnect** - You're removed from call

### For the caller

1. **On hold** - Hears hold music or message
2. **Wait** - While team member's phone rings
3. **Connect** - When team member answers
4. **Continue conversation** - With new person

### For the recipient (team member)

1. **Phone rings** - Incoming transfer notification
2. **See caller info** - Who's being transferred
3. **Transferred by** - Shows who transferred the call
4. **Answer** - Tap to accept
5. **Call connects** - Speaks with caller directly

***

## Transfer scenarios

### Route to right person

**Situation:** Caller needs different department or expertise

**Process:**

1. Listen to caller's need
2. Determine who can help
3. Tap transfer button
4. Select team member
5. Confirm transfer

**Tell the caller:**\
"I'm going to transfer you to \[Name] who can help you with that. One moment please."

### Escalation

**Situation:** Issue requires manager or senior team member

**Process:**

1. Understand the situation
2. Tap transfer
3. Select manager
4. Transfer immediately

**Tell the caller:**\
"Let me connect you with my manager who can help resolve this."

### During busy periods

**Situation:** You need to handle another urgent call

**Process:**

1. Find available team member
2. Initiate transfer
3. Move to next call

**Important:**\
Verify someone is available before transferring when possible.

***

## Transfer best practices

### Before transferring

**Tell the caller:**

* Who you're transferring them to
* Why this person can help better
* That they'll be on hold briefly
* Set expectations

**Good script:**\
"I'm going to transfer you to Sarah on our support team who specializes in this. You'll hear hold music for just a moment while I connect you."

**Bad script:**\
"Let me transfer you." *click*

### Choose the right person

**Make sure:**

* Team member is available
* They have the right expertise
* They can actually help
* You're not creating a transfer loop

**Avoid:**

* Guessing who can help
* Transferring multiple times
* Sending to random person
* Creating bad caller experience

### What you cannot do

**Current limitations:**

* Cannot speak with recipient before transfer
* Cannot add context to transfer
* Cannot transfer to external numbers
* Cannot conference call
* Cannot retrieve call after transfer

<Warning>
  Once you transfer, you cannot get the call back. Make sure the transfer is correct before confirming.
</Warning>

***

## For teams

### Transfer directory

**Quick access:**

* Transfer menu shows all team members
* See their names
* One-tap to transfer
* Fast routing

**Setup:**

1. Admin adds team members
2. Everyone appears in transfer list
3. Transfer available immediately

[Add team members](/en/team/manage-members)

### Transfer notifications

**Team members see:**

* Who is transferring the call
* Caller's phone number
* Time of transfer
* Can accept or decline

### Communication

**Train your team:**

* When to accept transfers
* What to say to callers
* How to handle context gaps
* Follow-up procedures

**Key message:**\
Since you can't brief the recipient, ensure clear communication with the caller about who they're being transferred to and why.

***

## Alternative: Add context first

Since you can't speak with the recipient before transferring, consider these workarounds:

### Option 1: Quick message

Before transferring:

1. Put caller on brief hold
2. Send quick message to team member (Slack, etc.)
3. Give them context
4. Then transfer the call

### Option 2: Take information

If transfer might fail:

1. Get caller's information
2. Explain you'll have \[Name] call them back
3. Pass information to team member
4. Ensure callback happens

### Option 3: Three-way introduction

For important calls:

1. Take caller's number
2. Call team member separately
3. Brief them on situation
4. Call caller back with team member

<Note>
  These workarounds take more time but ensure better handoffs for important calls.
</Note>

***

## Troubleshooting

<AccordionGroup>
  <Accordion title="Transfer button not appearing">
    **Check:**

    * You're on an active call (answered, not ringing)
    * You have team members added
    * App is up to date
    * You're not on personal number call

    **Location:**\
    Transfer icon appears during active Allo calls.
  </Accordion>

  <Accordion title="Cannot see team members">
    **Verify:**

    * Team members have Allo accounts
    * They're added to your team
    * Your subscription includes team features
    * You're logged into correct account

    **Solution:**\
    Ask admin to verify team setup.

    [Team management](/en/team/manage-members)
  </Accordion>

  <Accordion title="Team member didn't receive transfer">
    **Check:**

    * Their Allo app is open and logged in
    * They have internet connection
    * Notifications are enabled
    * They're not on Do Not Disturb

    **What happened to caller:**\
    If team member doesn't answer, call goes to their voicemail.
  </Accordion>

  <Accordion title="Transfer failed, caller disconnected">
    **Common causes:**

    * Team member declined
    * Team member didn't answer in time
    * Network issue
    * Recipient's app crashed

    **Solution:**\
    You cannot recover the call. Follow up with caller if you have their number.

    **Prevention:**\
    Verify recipient availability before transferring when possible.
  </Accordion>

  <Accordion title="Want to add context during transfer">
    **Current limitation:**\
    You cannot speak with recipient before transfer completes.

    **Workarounds:**

    * Message them before transferring
    * Explain clearly to caller who they're being transferred to
    * Have caller explain situation to new person
    * Follow up after transfer to ensure success
  </Accordion>

  <Accordion title="Need to transfer to external number">
    **Not currently supported:**\
    Transfers only work to team members with Allo accounts.

    **Alternative:**

    1. Take caller's number
    2. Tell them someone will call back
    3. You call external person
    4. Brief them
    5. Have them call the customer
  </Accordion>
</AccordionGroup>

***

## Comparison with routing

### Transfer vs. Automatic Routing

**Transfer (manual):**

* During active call
* You choose recipient
* One-time action
* For unexpected routing

**Automatic Routing:**

* Before call answered
* Pre-configured rules
* Happens automatically
* For predictable routing

**Use both:**

* Automatic routing for most calls
* Manual transfer for exceptions

[Learn about call routing](/en/features/call-routing)

***

## Common questions

<AccordionGroup>
  <Accordion title="Can I transfer back if it was wrong?">
    No. Once you transfer and disconnect, you cannot retrieve the call. The recipient must handle it or transfer to someone else.
  </Accordion>

  <Accordion title="Does the caller know they're being transferred?">
    Yes. They hear hold music and a message indicating the transfer. Always tell them before transferring so they're not surprised.
  </Accordion>

  <Accordion title="Can I transfer to multiple people at once?">
    No. Transfer goes to one team member at a time. If they don't answer, it goes to their voicemail.
  </Accordion>

  <Accordion title="What if the team member is busy?">
    Their phone will still ring. They can see the transfer and choose to answer or decline. If they decline or don't answer, caller goes to their voicemail or virtual receptionist.
  </Accordion>

  <Accordion title="Can team member transfer to someone else?">
    Yes. The recipient can transfer to another team member if needed. But try to avoid multiple transfers as it frustrates callers.
  </Accordion>

  <Accordion title="Is the call still recorded after transfer?">
    Yes. The call continues to be recorded after transfer. The recording includes both your portion and the recipient's portion.
  </Accordion>
</AccordionGroup>

***

## Related features

<CardGroup cols={2}>
  <Card title="Call routing" icon="https://mintcdn.com/themobilefirstcompany/yN5XCm7zDDPr0-yn/media/allo-icons/phone-transfer.svg?fit=max&auto=format&n=yN5XCm7zDDPr0-yn&q=85&s=a9c5d6aad21189eaa1f6879bb489585c" href="/en/features/call-routing" width="24" height="24" data-path="media/allo-icons/phone-transfer.svg">
    Automatic call distribution
  </Card>

  <Card title="IVR menu" icon="https://mintcdn.com/themobilefirstcompany/yN5XCm7zDDPr0-yn/media/allo-icons/dial-pad.svg?fit=max&auto=format&n=yN5XCm7zDDPr0-yn&q=85&s=680c34c5b35ea34263e152ae64c4d1eb" href="/en/features/ivr" width="24" height="24" data-path="media/allo-icons/dial-pad.svg">
    Let callers choose department before ringing
  </Card>

  <Card title="Team management" icon="https://mintcdn.com/themobilefirstcompany/RgYoir1kmfhXIZ06/media/allo-icons/Teams.svg?fit=max&auto=format&n=RgYoir1kmfhXIZ06&q=85&s=724b6e6c55d76354d76f2918bf69d507" href="/en/team/manage-members" width="24" height="24" data-path="media/allo-icons/Teams.svg">
    Add team members for transfers
  </Card>

  <Card title="Business hours" icon="https://mintcdn.com/themobilefirstcompany/RgYoir1kmfhXIZ06/media/allo-icons/Clock.svg?fit=max&auto=format&n=RgYoir1kmfhXIZ06&q=85&s=0549952791657ba192d9e67766625168" href="/en/features/business-hours" width="24" height="24" data-path="media/allo-icons/Clock.svg">
    Auto-route outside hours instead of manual transfer
  </Card>
</CardGroup>
