Outbound Qualification & Live Transfer

AI Live Transfer
for Call Centers

AI live transfer puts a voice bot in the fronter's seat on your outbound campaigns. The bot places the call, asks the qualifying questions you set and, when a lead qualifies, hands the live call to one of your human closers over SIP. VoiceOI runs it inside VICIdial or through your own SIP carrier, billed per bot with no per-minute AI fee.

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Live transfer over SIP
VICIdial or any SIP carrier
From $25 per bot per month
No per-minute AI fee
Outbound calls only

What Is AI Live Transfer?

AI live transfer is an outbound calling workflow, and live transfer call center software is what runs it: an AI voice bot makes the first call, screens the person who answers against your criteria, and transfers that same call, still live, to a human closer. Closers only pick up when someone has met your rules, so their hours go to selling instead of dialing.

It is the fronter-and-closer model outbound floors already run, with a bot doing the fronting. The bot does not sell anything: it decides who is worth a closer's time, and the closer takes it from there. The bot itself is covered on the AI fronter for call centers page, and campaigns that need longer question flows can use the AI closer agent.

Example call log

[DIAL]Lead dialed over SIP
[AMD]Person answered, not a machine
[ASK]Qualifying questions answered
[RULE]Transfer conditions met
[XFER]Live call handed to a closer over SIP
[LOG]Disposition, recording and transcript saved

How AI Live Transfer Works, Step by Step

You set the questions, rules and routing once in the no-code builder. Every call then runs through the same six steps.

1
Dial over SIP or through VICIdial
Upload a CSV lead list and dial from the built-in dialer through any SIP carrier, including Twilio and Telnyx SIP trunks. Already on VICIdial? The bots join your campaigns as remote agents instead.
2
Detect answering machines
When the bot detects a machine or voicemail greeting, the call ends and is logged as AM. The machine phrase list can be edited for your organization.
3
Ask your qualifying questions
The bot asks the questions you set in the no-code builder, in your order, and follows the branch you wrote for each answer. If a caller asks not to be called again, using a phrase on your DNC list, the bot ends the call.
4
Check the transfer rule
When the answers meet the conditions in your script, the bot moves to its transfer step. Good Fronter tiers can verify age and ZIP code first. Anyone who does not qualify gets a disposition, not a transfer.
5
Hand the live call to a closer
The call goes over SIP to the destination your closer routing rules pick, and the bot's part of the call ends there. On Good Fronter tiers, the bot leaves AI-written comments for the closer.
6
Log the outcome
Every call is saved with its disposition, recording and transcript. On VICIdial campaigns, the outcome is also written back to VICIdial.

Test the script in the simulator before a real lead is dialed. Fronter bots run a short screen of up to 3 or 5 questions; closer agent bots run longer flows. Build either in the no-code AI voice agent builder.

Scripted Bots vs AI Agents for Live Transfer

The bots that live-transfer on VoiceOI, fronter and closer bots, follow a branching script you build. They play your voice lines along that script: the opener, each qualifying question, the branch you wrote for each answer and the transfer step. Inside those limits you decide who gets transferred, and the bot does not improvise an offer.

Open-ended conversation is a different product. On the price list, generative AI comes with the LG agent for outbound lead generation, and LG tiers do not include live transfers. If your campaign needs a transfer to a human closer, build a scripted fronter or closer bot.

Who Uses AI Live Transfer

It is built for fronter-to-closer campaigns: operations where a short screen decides whether a call deserves a closer's time.

Outbound call centers with closers

Floors where licensed agents or salespeople close on the phone, and fronters lose much of the day to machines and quick no's. Typical campaigns include final expense AI calling and live transfers, and solar, where a solar AI appointment setter screens homeowners before the closer books the visit.

BPOs running transfer campaigns

Run each client campaign in its own organization, with recordings and transcripts for every call. More on AI for BPO call centers.

Agencies producing transfers in-house

Teams that generate live transfers for their own closers, using their own lead lists and consent records. VoiceOI supplies the software, not the leads.

Not a fit if you want to buy transfers, answer inbound calls or book appointments into a calendar; the full list of what VoiceOI doesn't do is below.

Live vs Warm vs Cold Transfers: Our Definitions

Vendors define these terms differently, and some define a warm transfer as one where the person handing over stays on to introduce the caller. The table shows how we use each term on this page, and how a VoiceOI transfer fits.

Term	How we use the term	How VoiceOI handles it
Live transfer	The prospect is passed to a closer during the same call, while still on the line, instead of getting a callback later.	Every VoiceOI transfer is live: the bot hands the call to your closer over SIP.
Warm transfer	The closer gets context about the call along with the call itself. We do not require an introduction on the line.	Context comes as AI-written comments for the closer on Good Fronter tiers. The bot does not stay on the line to make an introduction.
Cold (blind) transfer	The call is passed on with no notes, so the closer starts from zero.	Simple Fronter tiers transfer without closer comments: the closer gets a screened lead, but no notes.

The VoiceOI bot does not stay on the line to introduce the caller; its part of the call ends at the handoff. VoiceOI doesn't sell transfers either: it is the software you use to produce them with your own leads and closers.

What the Closer Receives With Each Transfer

Here is what comes with each transferred call, and what does not yet.

Included

The live caller, already screened against your qualifying questions
AI-written comments about the call, on Good Fronter tiers (from $35 per bot per month)
Age and ZIP code checked before the transfer, on Good Fronter tiers
The recording, transcript and disposition of the call in your dashboard

Not included today

An update to your CRM: CRM integrations are coming soon
A calendar booking or a text message to the lead
Closer comments on the Simple Fronter tiers

Where the Bots Run: VICIdial or Your SIP Carrier

Inside VICIdial

Bots join your VICIdial campaigns as remote agents. Provision them in bulk, keep your lists and campaigns in VICIdial, and get each outcome written back as a disposition. Setup is covered on the VICIdial AI voice bot page.

Through your SIP carrier

Dial from the built-in dialer through any SIP carrier, including Twilio and Telnyx SIP trunks. Add the carrier by pasting its sip.conf or pjsip.conf block into the Carrier Manager. See SIP trunk for AI voice agents.

Either way, transfers go over SIP to the closer destination you configure. When answering machine detection for call centers picks up a machine, the call ends and is logged as AM.

Pricing for Live Transfer Bots

Fronter and closer bots both live-transfer; LG (lead-gen) bots don't. Billing is per bot, prepaid, and one bot handles one call at a time. There is no per-minute AI fee because speech recognition and voices run on VoiceOI infrastructure by default; your carrier still bills the call minutes.

Bot tier	Connects via	Question flow	Includes	List price
VICIdial Simple Fronter	VICIdial / Asterisk	Max 3 Questions	No Closer comments	$25/bot/mo
VICIdial Good Fronter	VICIdial / Asterisk	Max 5 Questions	Verifies Age/Zip, Leaves comments for Closer	$35/bot/mo
SIP Simple Fronter	Hosted SIP	Max 3 Questions	No Closer comments	$45/bot/mo
SIP Good Fronter	Hosted SIP	Max 5 Questions	Verifies Age/Zip, Leaves comments for Closer	$55/bot/mo
VICIdial Standard Closer	VICIdial / Asterisk	Up to 12 Questions		$100/bot/mo
VICIdial Ultimate Closer	VICIdial / Asterisk	Extended Question Flow	Complex branching	$135/bot/mo
SIP Standard Closer	Hosted SIP	Up to 12 Questions		$120/bot/mo
SIP Ultimate Closer	Hosted SIP	Extended Question Flow	Complex branching	$155/bot/mo

List prices per bot per month, before volume discounts of up to 60%; each tier has a price floor. Hosted SIP tiers also include a dedicated switch. The full feature list for every tier is on the per-bot pricing page, and AI voice agent pricing compared shows how per-bot billing stacks up against per-minute platforms.

TCPA Consent and Controls for AI Live Transfer

Since the FCC's February 2024 ruling, AI-generated voices count as "artificial" voices under the TCPA, so telemarketing calls that use one need the called person's prior express written consent. VoiceOI gives you the controls below; you stay responsible for compliance, and this is not legal advice.

Spoken do-not-call requests that match your editable DNC phrase list end the call.
An optional AI-voice disclosure is available for your campaigns.
Timezone calling windows keep dials inside the hours you set.
Recordings and transcripts give you a record of every call.

Details: TCPA controls for AI voice calls and do-not-call (DNC) controls.

What VoiceOI Doesn't Do

VoiceOI does not:

Sell leads or live transfers. It is not a lead marketplace or a ping-post distributor.
Answer inbound calls. It is outbound only, with no receptionist or IVR call routing.
Leave voicemails. When a machine is detected, the call ends.
Book calendar appointments or send SMS.
Sync with a CRM. CRM integrations are coming soon, and there is no public API.
Hold conversations in other languages. Calls are English-first.
Claim HIPAA, SOC 2 or PCI certification. Ask the team about your requirements.

AI Live Transfer FAQs

What's the difference between live, warm and cold transfers?

Definitions vary between vendors, so here is how we use the terms. A live transfer passes the prospect to a closer during the same call. A warm transfer also gives the closer context about the call, and some vendors also expect the fronter to stay on and introduce the caller. A cold, or blind, transfer passes the call with no notes at all. VoiceOI transfers are always live; on Good Fronter tiers the bot leaves AI-written comments for the closer, and it hands the call over rather than staying on to make an introduction.

Does VoiceOI sell live transfer leads?

No. VoiceOI does not sell leads or live transfers, and it is not a lead marketplace. It is software for producing transfers in-house: you bring the lead lists, the consent and the closers, and the bots do the fronting.

What does the closer receive with the call?

The live caller, already screened against your qualifying questions. On Good Fronter tiers the bot also leaves AI-written comments and can verify age and ZIP code first; Simple Fronter tiers transfer without closer comments. The recording, transcript and disposition are saved in your VoiceOI dashboard.

Can transfers reach closers on another phone system?

Transfers go over SIP to the destination you configure for your closers, and closer routing rules decide who receives each call. If your closers work on a different phone system from the one your bots dial through, confirm with our team that it can accept the SIP transfer before you launch.

Does AI live transfer work with VICIdial?

Yes. VoiceOI bots join VICIdial campaigns as remote agents, can be provisioned in bulk, and write each call's outcome back to VICIdial as a disposition. Without VICIdial, the built-in dialer calls your lists through any SIP carrier.

What consent do I need for AI live transfer calls?

AI-generated voices have counted as artificial voices under the TCPA since the FCC's February 2024 ruling, so telemarketing calls made with them need prior express written consent from the person you call. VoiceOI provides controls such as do-not-call handling, an optional AI-voice disclosure and timezone calling windows, but your business remains responsible for compliance. Check your campaigns with your own legal counsel.

How much does AI live transfer cost?

Bots that live-transfer start at $25 per bot per month at list price, with closer comments from $35 and closer agent bots from $100. One bot is one concurrent call, billing is prepaid with no per-minute AI fee, your carrier bills the minutes, and volume discounts go up to 60%.

Start With One Live Transfer Campaign

Build the script, test it in the simulator, and point the transfers at your closers.