Hands the call to you when needed

A good receptionist knows when a call isn’t theirs to handle. So does the parrot: it resolves what it can and, when the caller needs a person, it transfers the call or leaves you a message with full context.

When it transfers a call

You set the rules. The most common ones are:

• The caller asks for it, for example if they insist on speaking to you.
• It’s an emergency of the kind you’ve flagged.
• It’s a complaint, which you’d rather handle personally.
• It’s a big sale, such as a large quote.
• The parrot can’t answer and the question can’t wait.

How the transfer works

1. The parrot tells the caller it’s putting them through to someone on the team.
2. It rings the phone you’ve chosen: the front desk, your mobile or whoever handles that topic.
3. If you answer, you get the call and, in the app, the context of the conversation.
4. If nobody answers, the parrot goes back to the caller, takes a note and tells them when you’ll call back.

What it does for your business

• Repair shops: a customer asking about their car reaches whoever is fixing it.
• Home services: a customer with a job in progress talks straight to the site lead.
• Clinics: questions that need a practitioner don’t go unanswered.

What to keep in mind

Transferring to an outside phone is an outbound call with a cost, so it’s part of your plan or your minutes balance. For security, calls can only be transferred to phones you’ve verified beforehand with a code.

Questions

Can it try several people? Yes, you can list several phones and the order to try them in.

What if I never want transfers? You can switch them off: the parrot will always take a note and you’ll get it in the summary.