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How to set up call transfers | Upfirst tutorial

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Jun 11, 2025
2:37

Want to transfer certain calls to somebody on your team? In this video, you'll learn how to use the Transfer Calls feature in Upfirst — our AI answering service for small businesses — to customize call transfer rules and route them to the appropriate person in your team. ✅ Automatically route certain calls to somebody on your team ✅ Set conditional instructions for when a call should be transferred (e.g. Transfer this call if an existing client wants to speak to the lawyer) ✅ Set as many call transfer rules as you need for your business Try Upfirst for free at https://upfirst.ai/

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How to set up call transfers | Upfirst tutorial | NatokHD