Clara is here to help your business grow, answering your calls and making sure nothing slips through. But some calls are ones only you should take, and now Clara knows how to spot them and put them straight through to you.
We call it Live Call Transfers. Here’s how it works and how to set it up.
What Live Call Transfers does
With Live Call Transfers, Clara can hand an important call over to you in the moment. Clara still answers every call and screens it like always. The difference is that now, when a call is worth taking, Clara can connect the caller straight to you rather than only leaving you a note.
It is not a blind transfer. Clara finds out who is calling and why first, tells you, and only then rings your phone. You stay in control of who gets through.
Where to find it
Live Call Transfers is part of the Pro plan. You’ll find it in your Clara settings, off by default, so you switch it on and set your transfer rules whenever you are ready. Setup takes about a minute, and you can change your rules any time.
How it works
You set the rules for which calls are worth a live transfer. After that, it runs on its own:
- Clara screens the call. Clara answers, then finds out who is calling and what they need, just like always.
- Clara rings you. When a call matches your rules, Clara rings you with the caller’s name and their reason, so you know what is waiting before you pick up.
- You decide. Worth taking? Accept, and Clara passes the caller straight to you. Not this one? Decline, or simply do nothing, and Clara wraps up the call, takes a message, and sends you the notes as usual.
The result: you never look up from a job wondering if the call you just missed was the one that mattered. Clara tells you, and you decide in the moment.
Best ways to set it up
Live Call Transfers work best when your rules are specific. A few setups that work well:
- Existing clients and known numbers. Put through callers you already have a relationship with, and let Clara handle everyone else. Great for keeping regulars happy without being glued to your phone.
- High-intent enquiries. Have Clara ring you when a caller is asking for a quote, booking, or anything that signals real buying intent. You jump in for the calls most likely to turn into revenue.
- Urgent or time-sensitive matters. Set rules around the reasons that can’t wait, so the genuinely urgent calls reach you live while routine questions get a message.
Start simple. Turn Live Call Transfers on, add one or two rules for the calls you would always want to take, and refine from there once you see it in action.
Product Updates is our series of short guides on what’s new in Clara and how to get the most out of it.
Frequently asked questions
What does Live Call Transfers do?
With Live Call Transfers, Clara can connect an important caller to you live, in real time. Clara still answers and screens every call, but when one matches your rules it can ring your phone and pass the caller straight through, instead of only taking a message.
Is it a blind transfer?
No. Clara finds out who is calling and why first, notifies you with the caller's name and their reason for calling, and only then rings your phone. You decide whether to pick up.
What happens when Clara rings me about a call?
You can accept the transfer, decline it, or do nothing. If you accept, Clara passes the caller straight to you. If you decline or don't answer, Clara carries on, finishes the call, and takes a message. You get the notes as usual, so nothing is lost.
Which plan is Live Call Transfers on?
Live Call Transfers is part of the Pro plan.
How do I turn Live Call Transfers on?
You'll find Live Call Transfers in your Clara settings, off by default. Switch it on and set your transfer rules whenever you're ready. Setup takes about a minute and you can change your rules any time.
