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Sadie - Transfers

Where do you want your calls to go that Sadie isn't taking?

The idea of Sadie isn't to take 100% of your calls - There are still situations that require human intervention and to give your customers the best experience possible, Sadie will transfer these calls back to your venue.

 

As an example, Sadie is really smart, but if I call your venue to ask if I left my wallet there last Friday night, she's not going to know the answer to that (well, maybe one day) - In cases like this she's going to advise your customer that she will transfer their call to one of her colleagues to check that for them.

 

Transfer Numbers

  • Transfer Name / Reason: Define when / why Sadie should hand over a call.

  • Number: Enter the number you want Sadie to transfer the call to. In most cases, this is your original venue number but feel free to have Sadie transfers calls wherever you need. If someone calls up and says "Can I speak to Michael?" you can put that as a transfer reason and put Michaels mobile number there as an example.

  • Message: This is where we write what we want Sadie to say when she makes the transfer. You can write this however you like, please just be sure to end the message with a question such as "is that okay?". If we leave this open ended, Sadie may transfer the call abruptly without warning and this can sound a bit rude!

How to add additional transfers

If there's any additional reasons you want Sadie to transfer a call, you can:

  • Scroll to the bottom of the page and click + Add New Number

  • Here, you can enter the name and number

  • Select Reason > Custom

 

1-Apr-30-2025-06-57-31-0469-AM

  • Fill in the name and both reason boxes with the same text as shown below

2-Apr-30-2025-06-57-31-0660-AM

  • Scroll to the bottom of the page and click 'Save'

 

Transfer Calls

You will see the Transfer Calls tab next to the Transfer Numbers tab at the top of the Transfers page. Here you can see an at a glance view of all of the calls that have been transferred by Sadie. We recommend going through this or the Overview tab periodically to see common reasons calls are being transferred back to your venue.

As an example if you can see that a lot of calls are being transferred because of questions that could be entered into your Knowledge Base, it would be best practice to take this information and add it to your knowledge base so as Sadie is able to assist with as many calls for your venue as possible.