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v2.02026-07-27

When to pass the call to your team

Lera gathers the reason and the details before passing the call.

First gather, then transfer

When someone asks to speak with a person, Lera notes the reason, the customer details and what happened on the call. Only then does it pass it.

Whoever takes it already knows what it is about

Your team member gets the case ready. No need to ask the same things again or start from zero.

You decide when and where

You set in which cases it transfers and to which number. The rest of the calls Lera closes, leaving the note ready.