How does the handoff to a person work?
Handoff is designed first, because the calls that matter most are the ones the agent should not finish. In the first stage of every engagement, Map, we pull a week of call logs or recordings and sort every call into what the agent can handle and what it must pass on. It is the phone version of a human-in-the-loop design: the agent does the routine part, and a person takes every call that needs judgment.
During opening hours, transfers are warm where your phone system allows it. The agent tells the caller it is connecting them, rings the staff number set for that intent and speaks a one-line summary first ("New patient, wants a cleaning next week, prefers mornings"). If nobody answers within the time you set, the call returns to the agent, which apologizes, takes a message and texts the callback request to whoever is on duty.
After hours there is usually nobody to transfer to. The agent books what it can, takes messages for the rest and sends anything marked urgent to an on-call number. It never promises a callback time your team has not agreed.
Every transfer is logged with its reason. When the same question keeps causing transfers, that is a gap in the knowledge base, and it goes on the weekly fix list. The agent sits inside a voice AI build, and its knowledge base follows the same rules as our RAG knowledge systems.

