Open an agent and go to the Tools & transfers group.
- Booking appointments, requesting callbacks, capturing lead details and honouring "don't call me again" are always available to the agent.
- End call, web search and keypad tones can be switched on or off.
- Transfer is offered automatically when a transfer phone number is set. When a caller asks for a person, the agent dials your colleague into the call and stays on until they answer.
Warm transfer (Grow and Pro)
Once a transfer number or team is set, tick Brief the colleague before connecting. When your colleague picks up, the agent gives them a short summary of the call while the caller holds, then connects them. Off (the default), your colleague is connected straight to the caller.
Transfer to your CRM users (Grow and Pro)
With GoHighLevel or Salesforce connected, click + Pick from your CRM users and Add the people callers can be sent to (each needs a phone number in your CRM; up to 5 teams or people). Tick Transfer to the caller's owner in your CRM first and the agent looks up who owns that contact and calls them; with no owner or no phone it uses your normal transfer number. If you see Reconnect GoHighLevel to list your users, reconnect GoHighLevel on its Integrations page so Vistrow can read your users.
Phone menus (Grow and Pro)
With Press phone keys on, the agent can press keys in another company's phone menu. Pause before pressing a key (ms) sets how long the menu must be quiet first: 300 to 5000. Leave it blank to press right away.
Custom functions
Click + Add a tool to let the agent call your API during a call.
- Max wait (seconds): up to 120 (2 minutes). The default is 10.
- While it runs, the agent says…: one line, said once when the tool starts, in your agent's language. Blank gives a short "One second…".
- If the tool is still running, the agent says a short hold line every 15 seconds so the caller knows it is still checking.
- If it fails, the agent says…: what the caller hears when the tool fails.
Website functions (Grow and Pro)
Click + Add a website function to let the agent ask your web page to do something during a website widget call, such as opening a product or filling a form, and use the answer. Give it a Function name, When to use this function and What the agent sends, then add the snippet shown to your page, after the widget script. If your page has no handler or takes over 10 seconds, the agent says it could not be done. Website functions work on web and widget calls, not phone calls.
Call length and silence
The Conversation group sets the maximum call duration (Call limits) and what the agent does when the caller goes silent (Silence). How the voice sounds is under Speech.
Variables and data extraction
- Variables: define {{variable}} names with fallback values for prompts and greetings.
- Post-call data extraction: fields pulled from every transcript, such as budget or location. Under After the call → Details to capture, Extraction model picks Standard (fast, right for most calls, the default) or Accurate (slower, better with long calls and many details).