Pillar · 4 of 7
Live Transfer to Humans
AI dials, qualifies, then connects the call mid-conversation.
What it does
Hot leads warm-transferred to your closer — with full context.
Your agents only pick up the phone for buyers.
- Warm hand-off the moment a lead asks to talk to someone
- Whisper brief with name, product interest, and objections handled
- Routes by availability, license state, and product specialty
- Falls back to an instant booking if no agent is available
How it fits the OS
Pairs with
See Live Transfer to Humans in action.
One 30-minute demo and you'll see exactly how Policy Harvest replaces the manual lead-chase grind.