The right person joins already briefed.
The caller holds while the agent calls the right person and speaks the brief, and the call connects only when they accept.

Sam PatelAccounts
Maria AlvarezHeld · 0:37Example
Front desk Sam Patel, Accounts
Hi Sam, it’s the Brightline front desk. Maria Alvarez was charged twice for her March furnace service, $184 each time. I’ve checked her account: the second charge is a duplicate. She’d like it refunded. Can you take her?
SamYes, put her through.
Accepted19:45:44
- 19:45:11Calling Sam · ext. 214
- 19:45:17Sam answers
- 19:45:48Maria connected
Seven outcomes, and every one has a next step.
Each outcome is read from the carrier’s own signal, and your instructions choose what happens next, so every caller leaves with a plan.
RuleBilling questions → Sam, ext. 214 · warm, with a spoken brief
| Outcome | What Maria hears | Next step |
|---|---|---|
| AnsweredRead from: Sam picks up and speaks | Sam from accounts is joining you now. | ConnectedSam joins, briefed |
| DeclinedRead from: Sam says “not right now”, or rejects the call | Sam can’t take it this minute, so I’ve booked a call back to you at nine tomorrow. | BookedCallback · Wed 9:00 AM |
| No answerRead from: It rings out | Sam isn’t picking up. I’ve sent your case over, and you’ll get a call first thing. | SentCase posted to #billing |
| BusyRead from: Sam’s line is busy | Sam’s on another call. I’ve booked you the next free slot. | BookedCallback · Wed 8:30 AM |
| VoicemailRead from: A voicemail greeting, heard before a word is spoken | Sam’s on voicemail, so I’ve booked a call back to you at half past ten. | BookedCallback · Wed 10:30 AM |
| DroppedRead from: The line to Sam drops mid-brief | I lost the line to Sam. I’ve texted you the direct number and sent your case over. | SentText to Maria |
| FailedRead from: The extension can’t be reached | I couldn’t reach accounts just now. Your case is with them, and you’ll get a text when it’s done. | SentCase opened in your CRM |
- Direct transfer
- Straight to a number, SIP address or extension, with no brief first — set per rule.
- Another AI agent
- A specialist agent takes the call inside the same conversation; the caller repeats nothing.
Nobody on your team picks up cold again.
A test transfer rings your own phone, and you hear the brief before you say yes.
Sam said yes after the brief
