Navigate IVR
Smarter Call Transfers, Happier Customers
Discover  Feature
Seamlessly switch calls with AI-powered warm and cold transfers that save time, maintain context, and keep customers engaged.
Overview

Designed for Efficiency, 

Built for Trust

Retell's AI handles both cold and warm call transfers to fit any customer interaction. Whether speed or context is key, agents stay informed, and callers stay confident.

Cold Transfer
What it does
Instantly transfers calls to a live agent without added context.
How it Helps
Keeps things fast and efficient for low-complexity requests.
When to Use
Ideal for quick redirects, overflow routing, or after-hours escalation.
Key Points
Lightning-fast handoff
No pre-call briefing
Minimal system resources
Ideal for large call volumes
Warm Transfer
What it does
Transfers the caller with a contextual briefing to the next agent.
How it Helps
Builds trust and reduces repetition by keeping the next agent informed.
When to Use
Perfect for high-touch service, escalations, or critical handoffs.
Key Points
Contextual call introduction
Personalized handoff builds rapport
Reduces customer frustration
Increases first-contact resolution
Overview

Designed for Efficiency, 

Built for Trust

Retell's AI handles both cold and warm call transfers to fit any customer interaction. Whether speed or context is key, agents stay informed, and callers stay confident.

Overview

Designed for Efficiency, 

Built for Trust

Retell's AI handles both cold and warm call transfers to fit any customer interaction. Whether speed or context is key, agents stay informed, and callers stay confident.

Add the Call
Transfer Function
Connect Retell’s call transfer API to your existing voice flow or telephony setup. With just a few lines of code, your AI agent gains the ability to redirect calls to human agents or other departments seamlessly—keeping your infrastructure intact while improving the caller’s experience from the very first handoff.
60 minutes free trial
Define Routing Logic & Experience
Connect Retell’s call transfer API to your existing voice flow or telephony setup. With just a few lines of code, your AI agent gains the ability to redirect calls to human agents or other departments seamlessly—keeping your infrastructure intact while improving the caller’s experience from the very first handoff.
60 minutes free trial
Test, Refine
& Launch
Simulate real scenarios to ensure your call transfer logic performs perfectly. Adjust parameters, preview transitions, and verify response latency before launch. Once ready, deploy instantly and monitor performance through your Retell dashboard to keep every transfer fast, contextual, and reliable.
60 minutes free trial
Product Highlights

Built to Handle
the Real World

Truly Humanlike Experience
Natural turn-taking, low latency, and contextual language generation make every transfer feel effortless.
Multichannel Support
Use Retell across voice, SMS, and chat — all transfers work seamlessly across channels.
Warm Transfer Intelligence
Automatically summarize caller context before connecting, improving agent readiness.
Enterprise-Grade Reliability
No dropped handoffs, 99.9%+ uptime, and fallback systems ensure smooth transitions.
Use Cases

Proven Impact Across 

Industries

Matic Insurance
Matic routes high-value leads via warm transfers, increasing trust and improving conversion rates.
Our numbers show that 45-50% of calls are completely resolved by Retell AI without ever touching a human.
Jonathan Adly
Senior Engineer, GiftHealth
GiftHealth
Cold transfers helped GiftHealth scale support without sacrificing speed or quality.
Retell enabled us to streamline 60% of calls with zero agent involvement.
Jonathan Adly
Senior Engineer, GiftHealth
Matic Insurance
Matic routes high-value leads via warm transfers, increasing trust and improving conversion rates.
Our numbers show that 45-50% of calls are completely resolved by Retell AI without ever touching a human.
Jonathan Adly
Senior Engineer, GiftHealth
Integrations

Seamless

Integrations with Your
Tech Stack

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  • Go High Level
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  • Hubspot
  • Twillio
  • Vonage
  • Go High Level
  • 8n8
  • Hubspot
  • Twillio
  • Vonage
  • Go High Level
  • 8n8
  • Hubspot
  • Twillio
  • Vonage
  • Go High Level
  • 8n8
  • Hubspot
  • Twillio
  • Vonage
  • Go High Level
  • 8n8
  • Hubspot
  • Twillio
  • Vonage
  • Go High Level
  • 8n8
Learn More

Discover More
Features

Explore how Retell AI can transform every part of your call operations. See the full range of capabilities designed for smarter automation, better efficiency, and enhanced customer experience.

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Retell Feature

Effortlessly Navigate IVR Systems With Retell AI

Ensure your AI agent can handle IVR systems like a pro. Retell AI’s Navigate IVR feature allows your agent to press digits automatically, routing calls to the right department without delays.

Use Cases

When to use navigate IVR?

B2B Sales
Supplier Communication
AI agents contacting suppliers for order updates, inventory checks, need navigates IVR systems to reach certain departments.
Get Started
Healthcare
Prescription Verification
AI agents contacting pharmacies to verify prescriptions, request refills, need to navigates IVR to reach the department.
Get Started
Financial
Request for Quotation
AI agents following up on Request for Quotation, or delivery timelines. They will need to route to right department.
Get Started
How it works

Step by step to use navigate IVR

1
Create functions

Start by creating a new agent or using a template agent. In the Functions section, select the “Navigate IVR” function to give your agent the ability to press digits.

Try for free
60 minutes free trial
2
Set up functions

Customize the IVR navigation by specifying when and which digits your agent should press. While this step is optional, adding detailed descriptions can improve accuracy.

Try for free
60 minutes free trial
3
Add functions in the prompt

In the agent prompts, include guidance such as “Press 2 to reach the billing department.” These prompts will help the agent navigate IVR systems in specific scenarios.

Try for free
60 minutes free trial
F.A.Q

Questions & answers

All account has a 60-minutes free trial.

How do I set up the Navigate IVR function?
Can I customize prompts for different IVR systems?
How accurate is the Navigate IVR feature?
Is Navigate IVR suitable for all industries?
More questions? Visit our docs

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