AI Voice Receptionist

How to Test Call Forwarding and Transfer Functionality

Test call transfers to forwarding groups in Local Business Pro. Verify the complete transfer flow before going live.

intermediate 5 min read call-forwarding transfer testing forwarding-groups
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Quick Answer: Test transfers by starting a test call and requesting to speak to someone (e.g., 'Can I speak to sales?'). The AI will initiate a transfer to your configured forwarding group. Note: test transfers simulate the flow but may not dial actual numbers.

What You'll Learn

This guide shows you how to verify your call forwarding and transfer configuration works correctly.

Testing Transfer Flow

  1. Start a test call or chat
  2. Have a brief conversation with your AI
  3. Request a transfer: 'Can you transfer me to [group name]?' or 'I need to speak to someone'
  4. Verify the AI acknowledges and initiates transfer
  5. Note how the AI handles the request

What to Verify

  • AI recognizes transfer request
  • AI mentions the correct forwarding group
  • AI handles the transition professionally
  • If no groups configured, AI handles gracefully

Testing Real Transfers

To test actual transfers (phones ringing):

  1. Call your actual AI phone number from a real phone
  2. Request a transfer during the conversation
  3. The forwarding group phones should ring
  4. Answer to complete the test
  5. Verify caller can hear you clearly

Common Transfer Issues

  • No groups configured: AI can't transfer if no forwarding groups exist
  • AI doesn't recognize request: Add rules to trigger transfers for specific phrases
  • Transfer to wrong group: Check your group descriptions so AI uses the right one
  • Phones not ringing: Verify phone numbers in the group are correct

Frequently Asked Questions

Q: Do test transfers actually call my team?
A: In-app testing simulates the flow but may not dial actual numbers. Use a real call to test complete transfer.

Q: How do I test without disturbing my team?
A: Create a test forwarding group with your own number.

Q: What if transfer fails during a real call?
A: The AI will try all numbers in the group, then take a message if no one answers.

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