Two Types of Call Transfers
Ring Jenny supports two transfer methods. Choose the one that fits the situation — or use both for different scenarios.- Warm Transfer
- Cold Transfer
Ring Jenny stays on the line, introduces the caller, then steps away.In a warm transfer, Ring Jenny bridges the caller and your team member together before dropping off. Your team member hears a brief introduction — who’s calling and why — so they can jump straight into the conversation with full context.Best for: billing questions, sensitive matters, VIP callers, or any situation where the caller shouldn’t have to re-explain themselves.How it flows:
- Ring Jenny recognizes the transfer trigger (e.g., “I need to speak with billing”)
- Ring Jenny tells the caller: “Let me connect you with someone who can help — please hold for just a moment.”
- Ring Jenny dials your team member and introduces the caller: “Hi Sarah, I have John calling about a billing question.”
- Ring Jenny drops off and the conversation continues between the caller and your team member.
- Go to Dashboard > Settings > Call Transfers
- Add the team member’s name and phone number
- Set the transfer type to Warm
- Define your trigger rules (see Transfer Triggers below)
Transfer Triggers
Triggers tell Ring Jenny when to initiate a transfer. Set as many rules as you need.Caller Asks for a Specific Person
“Transfer any call that asks for Sarah or mentions Sarah’s name.”
Caller Mentions a Topic
“Transfer all calls about billing, invoices, or payment issues.”
Emergency Keywords
“Transfer any call that mentions an emergency, urgent, or immediately.”
Ring Jenny Can't Answer
“Transfer if Ring Jenny doesn’t have a confident answer to the caller’s question.”
Example Transfer Rules
Here are ready-to-use trigger examples you can add directly in your settings:Set Up Call Transfers
1
Open Call Transfer settings
Navigate to Dashboard > Settings > Call Transfers.
2
Add team members
Click Add Recipient and enter each team member’s name and direct phone number. You can add as many recipients as your plan allows.
3
Choose warm or cold transfer
For each recipient, select whether calls routed to them should use a warm or cold transfer.
4
Set transfer triggers
Click Add Rule and define what should trigger the transfer — a keyword, a topic, or a specific request type. You can add multiple triggers per recipient.
5
Test a transfer
Call your Ring Jenny number and use one of your trigger phrases. Confirm that Ring Jenny initiates the transfer correctly and that the right team member’s phone rings.
When a Transfer Doesn’t Connect
If the team member doesn’t answer, Ring Jenny doesn’t leave the caller stranded. You can configure Ring Jenny to automatically offer the caller one of the following fallback options:
- Take a message — Ring Jenny captures the caller’s name, number, and reason for calling
- Schedule a callback — Ring Jenny books a time for a team member to call back
- Voicemail — forward to the team member’s voicemail directly
Frequently Asked Questions
Can I set up transfers to multiple team members?
Can I set up transfers to multiple team members?
Yes. Add as many team members as you need. You can also set a priority order — Ring Jenny tries the first number, and if there’s no answer, it tries the next one before falling back to your configured fallback behavior.
Can I limit transfers to certain hours?
Can I limit transfers to certain hours?
Yes. For each transfer rule, set the active hours during which Ring Jenny should attempt the transfer. Outside those hours, Ring Jenny falls back to your configured after-hours behavior automatically.
Will the caller know they're being transferred?
Will the caller know they're being transferred?
Yes — Ring Jenny always tells the caller before initiating a transfer so there’s no confusion or dead air on the line.