Skip to main content
A transfer line is a team phone line for live transfers. When an AI agent or a rep transfers a caller to it, AI Sync:
  1. Rings a group of your reps at once, on their cell phone or in the dialer.
  2. Plays each rep a short whisper first: “Transfer from Solar consults. Maria from Phoenix. Wants a quote this week. Press 1 to accept.”
  3. Connects the first rep to press 1. Everyone else stops ringing.
  4. Rings the next group if nobody takes it.
  5. Runs your fallback if nobody takes it in time. The caller is never hung up on.
Press 1 is required on every cell phone. A rep’s voicemail can never grab a live caller.

​
Turn it on

Transfer Lines is switched on per account. An account owner turns it on from Dialer → More → Transfer Lines with the switch at the top. Ask your AI Sync contact if you don’t see the menu item. Use Most phones ringing at once (up to 10) to set the largest group any line can ring together.

​
Create a line

Open Dialer → More → Transfer Lines and click New transfer line. Setup takes six short steps.
1

Name

Give the line a name, for example Solar closers. Then give it an offer, for example Solar consults. Reps hear the offer first, so they know what kind of caller is coming.
2

People

Pick who the line rings. Use Add a whole team to add everyone on a team at once. The count shows unique people, so someone on two teams is counted once.Each person is rung in the dialer when they’re online there, and on their cell when they aren’t.Choosing people
3

How it rings

Choose how the line rings:Phones per wave sets how many ring together. Each wave rings sets how long before the next group starts.Give up after defaults to enough time to ring the whole team once, up to 120 seconds. If the limit is too short to reach everyone, a warning tells you how many people it reaches.How it rings
4

If nobody answers

Pick what happens when nobody presses 1:
  • Back to the AI agent (recommended): the AI keeps talking with the caller and books a callback.
  • Voicemail: the caller leaves a message.
  • Text them back: they get a text from the line’s number so they can call back.
  • Try another line: rings a second line once. If nobody answers
5

Whisper

Edit what reps hear before pressing 1, then press play to hear a sample. You can use {offer}, {first_name}, {city} and {reason}. The reason comes from the AI agent’s notes about the caller.Whisper
6

Connect

Pick the line number, which is the number callers and AI agents transfer to.To have an AI agent send qualified callers to this line, turn on Use for an AI agent and pick the agent.Check the summary, then click Create line.Connect

​
Big teams

A line can hold your whole sales floor. With 30 people and 5 phones per wave, AI Sync rings 5, then the next 5 every 12 seconds, until someone presses 1. People are skipped automatically when they’re:
  • set to Away,
  • outside their working hours, or
  • already on a call.
Calls are paced to what each phone carrier accepts, so a big wave is never refused. This works on every carrier connected to AI Sync.

​
For reps

  • Available / Away: use the Transfers switch in the dialer header. When it’s set to Away, no transfers ring you.
  • On your cell: you hear the whisper. Press 1 to take the caller, or do nothing to let it pass.
  • In the dialer: a card shows the caller, their city, the offer and the reason, with Accept and Decline. The first to accept gets the caller.
Transfer card
  • Sending a caller to a line: in Transfer Call, choose To Line and pick the line.
Save each line’s number in your phone as a contact, for example “AI Sync Transfers”. Some phones silence unknown callers.

​
Report

Click Report on the Transfer Lines page. It shows:
  • transfers, accept rate and average time to accept;
  • each rep’s rings, takes, misses and close rate;
  • every transfer with who got it, who missed it, and the outcome.
Mark an outcome (Sale, Appointment) to feed Best closers first. Missed transfers have a Call back button. Report

​
Set it up with your AI assistant

If your AI assistant (for example Claude) is connected to AI Sync, you can ask it to do this for you:
  • “Create a transfer line called Solar closers for the Closers team, ring 5 at a time, and send it back to the AI if nobody answers.”
  • “Add Maya and Jordan to Solar closers.”
  • “Attach Solar closers to my Sky Assistant agent.”
  • “Show me last week’s transfer report.”

​
Try it in 5 minutes

  1. Create a line with yourself and one teammate. Use a spare number.
  2. Save the line’s number in both phones.
  3. From a different phone, call the line’s number.
  4. Both phones ring. Each person hears the whisper. The first to press 1 is connected.
  5. Call again and let nobody answer. The fallback runs, and the caller is not hung up on.
  6. Open Report to see both calls.

​
Troubleshooting