How LeadsCaller seamlessly transfers hot leads from AI conversations to your human sales team — in real time.
LeadsCaller Team
Product & Growth
AI is great at starting conversations, qualifying interest, and handling the repetitive parts of outreach. But when a prospect says "yes, I'm interested" — that's when a real human needs to step in. The transition from AI to human is the most critical moment in the entire call.
A clunky handoff kills deals. If the prospect has to repeat themselves, wait on hold, or talk to someone who has no context — they lose interest. The magic happens when the handoff is so smooth that the prospect barely notices the switch.
When your AI agent identifies a hot lead (based on the qualification criteria you set), it initiates a live transfer. Here's what happens behind the scenes: the AI tells the prospect, "Great — let me connect you with a specialist who can help you right now." While the prospect hears a brief moment of hold music, LeadsCaller rings your available sales reps.
The first rep who picks up gets an instant AI-generated summary on their screen: the prospect's name, what they're interested in, key things they mentioned, and their qualification score. Your rep jumps into the conversation fully prepared — no awkward "so, what can I help you with?" moment.
This is the feature our users love most. Before your rep even says hello, they see a real-time summary of the entire AI conversation. Things like: "Sarah is interested in the Growth plan, asked about integrations with Salesforce, budget is around $500/month, wants to start next quarter."
Your rep doesn't need to fish for information. They can jump straight into a meaningful conversation: "Hi Sarah, I see you're looking at our Growth plan and want to make sure it works with Salesforce — let me walk you through that." That kind of personalized opening converts at a dramatically higher rate than starting cold.
You control exactly when and how transfers happen. Set qualification criteria (budget, timeline, company size — whatever matters to your business), choose which team members receive transfers, set availability hours, and define fallback rules for when no one's available.
If your team is busy, LeadsCaller can book a callback instead. The AI tells the prospect, "Everyone's helping other clients right now — can I schedule a call for tomorrow at 2pm?" The callback gets added to your rep's calendar with the full AI summary attached. No lead falls through the cracks.
LeadsCaller tracks every handoff: how long the prospect waited, whether the rep picked up, how long the follow-up conversation lasted, and whether it converted. You can see exactly which qualification criteria produce the best leads and fine-tune your setup over time.
Most of our users see transfer acceptance rates above 85% and report that the AI-generated summaries cut their average call handling time by 40%. The data helps you continuously improve — so every week, your handoff process gets a little bit sharper.
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