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Overview

This demo showcases a warm transfer — the AI agent calls an operator, provides a concise summary of the customer’s request, and then connects the caller directly to the operator. This ensures the operator has full context before speaking with the customer.
You may hear beeps and skips in the demo calls, as they were used to remove PII of customers.

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Key Highlights

  • Caller Intake: Agent greets the caller and identifies their needs
  • Operator Briefing: Agent calls the operator and delivers a quick summary before connecting
  • Seamless Handoff: Caller is connected to the right department with zero repeat explanation
  • Context Preservation: Operator receives the customer’s name and request upfront

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Video Demo

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Call Details

  • Scenario: A customer calls to get an estimate for bathroom remodeling. The AI agent takes the request, then calls the remodeling department operator, provides a summary of the customer’s name and needs, and connects the caller to the operator.

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What to Notice

  1. The agent quickly identifies the customer’s intent (bathroom remodeling estimate)
  2. The agent proactively calls the operator before connecting the caller
  3. The operator is given the option to hear a summary before the transfer
  4. The caller is connected without needing to repeat any information