Setup steps
Classify transfer reasons
Separate urgent service calls, VIP customers, upset callers, sensitive topics, sales opportunities, and unsupported questions. Each reason can use a different fallback.
Set transfer order
Define the first contact, backup contact, business-hours rule, after-hours rule, and when the agent should stop trying live transfer.
Create the fallback record
If nobody answers, create a callback task or ticket with caller details, urgency, transcript, attempted transfer target, and promised response window.
Audit missed handoffs
Review failed transfers weekly during launch. Too many failures usually means the fallback list, hours, or urgency rules need adjustment.