AI call transfers

Calls that need you, transferred to your cell

Q: Can Jodie transfer calls to my cell phone?

Yes. Add up to 10 numbers, cell phones or landlines, each with its own rule. Urgent callers reach you on the job, in the truck or at home.

Q: How do I tell Jodie which calls to transfer?

Pick a reason for each number, like emergency or complaint. Then write when to use it in plain English.

Q: What happens if I don't pick up a transferred call?

Jodie apologizes to the caller, takes their details and offers a callback. You get a message instead of a lost call.

Q: Is a call transfer the same as call forwarding?

No. Call forwarding sends calls from your business number to Jodie, so she can answer them. A transfer is Jodie passing a caller to you or your team during the call.

Q: Which plan includes call transfers?

Call transfers come with the Professional (C$199 a month) and Premium plans. Every feature is on during the 7-day free trial.

Jodie transfers the callers you choose and takes a message from everyone else.

Start your free trial See pricing

7 days free, no card needed. Included on Professional and Premium plans.

app.heyjodie.com

Calls

Mark Tremblay Emergency

Sat, Oct 10 at 7:03 AM • 1:46

Address

915 Lakeshore Road East, Mississauga, ON L5E 1E4

AI Summary

Water coming through Mark's kitchen ceiling from a burst pipe upstairs. Flagged the call as an emergency and transferred it to the on-call technician.

I'm sorry, that sounds stressful. Have you been able to turn off the water at the main shut-off valve?

Jodie

I can't find it.

Mark Tremblay

Thanks, Mark. Since the water's still coming through, I'm going to put you through to our on-call technician now. Please stay on the line.

Jodie

Trusted by 1,600+ Canadian service businesses

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How AI call transfers work

1

Add your numbers

Your cell, the tech on call, the office. Up to 10.
2

Say when to transfer

Pick a reason, like an emergency, and describe it in your own words.
3

Jodie connects them

When a call matches, she transfers it to the right number.

You choose who gets through

Write rules the way you would say them

Each number gets a reason and a short note on when to use it. "No heat in January or a burst pipe" works. So does "a customer asking for Dan".

Emergencies, complaints, named people or your own reason
Up to 10 numbers, each with its own rule
Emergency service numbers cannot be added

app.heyjodie.com

Agent Setup / Transfers

Transfers

Choose who your agent can put calls through to, and when

Add destination

Ryan Chen (on-call technician)

(416) 555-0177

The caller smells gas, has a burst or frozen pipe, or has no heat with an elderly or vulnerable person at home.

Dan Fraser

(416) 555-0100

The caller asks for Dan by name, or wants to talk about an invoice or make a complaint.

Office

(416) 555-0156

A supplier or another contractor asks to speak to someone in the office.

Urgent calls flagged, even if you miss them

If nobody picks up, Jodie apologizes, takes the details and offers a callback. Calls she marks urgent show an Urgent Call alert on your phone.

Where transfers pay for themselves

Plumbers

A caller has water coming through the kitchen ceiling. Jodie spots the emergency and transfers them to the tech on call.

Jodie for plumbers Lawyers

A client closing on a house tomorrow asks for her lawyer by name. Jodie transfers her, and takes messages from new inquiries.

Jodie for lawyers Locksmiths

Someone is locked out of their car at 11 p.m. and it is minus 20. Jodie connects them to your cell, not your voicemail.

Jodie for locksmiths

The details

Numbers: Up to 10. Cell phones and landlines.
Reasons: Asks for a person, emergency, a named person, complaint, or your own reason.
Rules: A plain-English note for each number on when to transfer.
If nobody answers: Jodie apologizes, takes the caller's details and offers a callback.
Privacy: Jodie never reads out the number she is transferring to.
Safety: Emergency service numbers cannot be used as transfer numbers.

Which plans include it

Basic does not include this feature C$99/month
Professional includes this feature C$199/month
Premium includes this feature C$399/month

Every feature is on during the 7-day free trial.

Compare plans

AI call transfers: common questions

Can an AI receptionist transfer calls to a real person?

Yes. You set the rules, like an emergency or someone asking for you by name.

When a caller matches, Jodie tells them she is connecting them and transfers the call.

Can Jodie transfer calls to my cell phone?

How do I tell Jodie which calls to transfer?

What happens if I don't pick up a transferred call?

Is a call transfer the same as call forwarding?

Which plan includes call transfers?

Works well with

See every feature

Appointment booking

Books callers right into your calendar

Professional and Premium

Customer memory

Recognizes returning callers and remembers them

Every plan

Mobile app

Your calls, chats and Jodie on your phone

Every plan

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Pick up only the calls that need you

Set your rules once. Jodie transfers the right callers and writes up the rest.