Call Transfer to an External Number: How to Use the "Human-in-the-Loop"

Use Safina AI's intelligent call transfer to flexibly hand off callers to an external number. Learn how to configure the "Human-in-the-Loop" feature here.

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Karsten Kreh Karsten Kreh

There are call situations that require individual handling beyond standard automation. With the “Transfer to a Human” feature, Safina AI provides an interface to flexibly hand off callers to a phone number you define.

While we use this name in the dashboard, it’s technically an open bridge: you decide which number is stored and under what conditions Safina initiates the transfer.

Availability

The intelligent call transfer (Smart Call Transfer) feature is designed for our professional business solutions.

FeatureDetails
AvailabilityBusiness or higher

How It Works and Activation

Once you activate the transfer in the web app and store a number, Safina is ready to hand off calls. By default, Safina offers the transfer whenever a caller explicitly requests it (e.g., “I’d like to speak to someone in person”).

If you want more precise control over this process, use your conversation guide. There, you can define specific scenarios:

  • Restricted transfer: You can instruct Safina to only transfer calls when, for example, a technical emergency is reported.
  • Targeted triggers: You can specify that the transfer is only offered after certain qualifying questions have been answered.
  • Custom logic: The feature is fully flexible — in theory, the number could even lead to a specialized AI agent or a different team.

More on this: How to set up custom instructions and logic for your AI is explained in detail here: Creating New Questions and Instructions in the Conversation Guide

Configuration in the Web App

Setup is done centrally in the settings area of your Safina AI platform.

  1. Log in: Sign in to the Safina App.
  2. Section: Navigate to the “Safina AI” tab and scroll to the general settings.
  3. Select: Click on “Transfer to a Human”.
  4. Number: Enter the desired target phone number (ideally a domestic number).
  5. Activation: Toggle the switch to enable the feature.

Important Information About Connection Costs

Technically, Safina establishes an outgoing connection from your Safina number to the number you’ve stored. Domestic connections are generally straightforward, but the following policy applies for cost transparency:

Note on Fees: Safina AI does not cover costs for transfers to premium-rate numbers (e.g., special service numbers or international connections). If the number you’ve stored incurs costs, we will bill them to you at cost plus a processing fee.

We therefore recommend always using a regular landline or mobile number in the same country where your Safina number is registered, to keep costs to a minimum.

Conclusion

Call transfer is the bridge between AI efficiency and personal attention. By activating it in the dashboard and fine-tuning it in your conversation guide, the feature can be precisely integrated into your existing business structure.

Ready to set up your call transfer?

Log in to the web app and enter your number under “Safina AI.”

Would you like us to show you next how to create a “VIP list” so certain callers are transferred immediately without any detours?

9:41

Safina handled 51 calls this week

46

Trustworthy

4

Suspicious

1

Dangerous

Last 7 days
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EM
Emma Martin 67s 15:30

Wants to discuss the offer for the new campaign and has questions about the timeline.

LS
Laura Smith 54s 14:45

Asking about the order status and when the delivery arrives.

TH
Tim Miller 34s 13:10

Schedule a meeting for the project discussion next week.

Unknown 44s 11:30

Prize promise – probably spam.

SK
Sarah King 10s 09:15

Complaint about the last order, asks for a callback.

MM
Mike Mitchell 95s Dec 13

Wants to discuss a potential collaboration.

AR
Amy Roberts 85s Dec 13

Is your colleague and wants to discuss the project.

JK
Jack Kennedy 42s Dec 12

Asking about available appointments next week.

LB
Lisa Brown 68s Dec 12

Has questions about the invoice and asks for clarification.

Calls
Safina
Contacts
Profile
9:41
Call from Emma Martin
Dec 12
11:30
67s

Wants to discuss the offer for the new campaign and has questions about the timeline.

Key points

  • Call back Emma Martin
  • Clarify timeline & pricing questions
Call back
Edit contact

AI Insights

Caller mood Very good

The caller was cooperative and provided the needed information.

Urgency Low

The caller can wait for a response.

Audio & Transcript

0:16

Hello, this is Safina AI, Peter's digital assistant. How can I help you?

Hi Safina, this is Emma Martin. I wanted to discuss the offer and the timeline.

Thanks, Emma. Are you mainly deciding between the Standard and Pro package for the launch?

Exactly. We need the Pro package and would like to start next month if onboarding is possible in week one.

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