HubSpot Ideas

MElshikhdeeb

Control Over Auto-Transfer Behavior in Customer Agent

We propose adding a configurable setting within the Customer Agent that allows users to control the automatic transfer behavior when a customer requests to speak with a human agent (e.g., by saying "transfer" or "حولني").

Current Limitation:

  • The system currently initiates an immediate transfer upon such requests without evaluating if it's necessary.

  • There is no built-in setting to disable or customize this behavior.

  • This leads to premature transfers that could have been resolved by the Customer Agent, reducing its efficiency and increasing load on support teams.

Proposed Benefits:

  • Reduces unnecessary escalations to human agents.

  • Improves customer experience by allowing the agent to attempt resolution first.

  • Optimizes support team workload by filtering only critical cases for transfer.

Suggested Solution:

  • Add a toggle or rule-based setting to:

    • Enable or disable auto-transfer on specific trigger phrases.

    • Define pre-transfer behavior (e.g., ask a clarifying question, attempt to resolve the issue, or confirm the intent before transferring).