Learn how to set up and manage call transfers in your workflows. This guide shows you how to configure call transfer actions effectively.

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🎥 Video walkthrough

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Step-by-step guide

Follow these steps to create your call transfer action:

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1. Select call transfer action

Choose Call Transfer Action from the available action types to get started. Call Transfer Action

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2. Configure your call transfer action

Click Create New Call Transfer Action and fill in the required fields:
  • Name: Enter a name for your action (e.g., “My Call Transfer Action”).
  • Description: Briefly describe your action (e.g., “Action for transferring calls to a specific number”).
  • To: Input the phone number to transfer the call to (e.g., “+1-234-567-8900”).
After filling in all fields, click Create Action to save your call transfer action. 🎉

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Example call transfer action setup

  • Name: My Call Transfer Action
  • Description: Action for transferring calls to a specific number
  • To: +1-234-567-8900
By following these steps, you enable smoother communication and call management in your application. Call Transfer Example

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3. View added actions

You can view your added actions by clicking on the action name. View Added Actions