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Live Transfers from your Structurely AI Assistant
Live Transfers from your Structurely AI Assistant

Did you know that your AI Assistant will connect you - by phone - with leads that need follow up within Structurely? Learn more >>

Emma Holmes avatar
Written by Emma Holmes
Updated over a week ago

Heads up! πŸ‘€ If you haven't already, be sure to check out the "Outbound & Inbound Voice Calls" page before reading through this article.

⏳ Okay, all set?

Our Live Transfer feature empowers your Structurely AI Assistant to automatically initiate a voice call (in the hopes of establishing a live transfer) when a lead "needs follow up" during your preset business hours!


So, what exactly triggers your AI Assistant to decide that a certain lead / conversation requires immediate follow up?

Excellent question! 🧠

If any of the following queries or urgent requests are noted by your AI Assistant throughout the course of the conversation, we will attempt to reach the assigned agent/rep by phone and start up the live transfer:

Contact - "please have someone follow up with me directly"

Contact Phone - "I want someone to call me"

Contact Email - "have someone email me"

Follow Up - encompasses a range of scenarios, often utilized if a specific question is beyond the assistant's ability to answer accurately.

Working With Colleague - "I am already working with FirstName LastName"

Ask About Commission - "what is the commission charge to work with you all?"

Unknown Question - another classification your AI assistant may use when encountering an unusual query.

(Real Estate) Find Property Info - requesting specific stats or details on a certain property

(Real Estate) Market Stats - "how is the market looking in Ames, IA at the moment?"

(Real Estate) Find Estimated Value - "I just want an approximate home value on my current property"

(Real Estate) Pending Sale Interest - "We were set on 333 Beech but it seems to be under contract at the moment"

(Home Services) Ask How Soon - when someone wants to know how quickly they can be added into the project schedule

We will continue to our standard stage notifications for all applicable Agent Follow-up scenarios, including the less time-sensitive situations not included in the list above.

As an agent or sales rep, what can I expect when I receive a live transfer call?

You will see an incoming call from your AI Assistant's number - we recommend adding this into your contacts for easy recognition! ☎️

Once you answer the call, you will hear a brief summary of the lead based on the information that the AI has collected thus far in the qualification process:

"You will be connected with {Lead Name}. This call will be recorded. {Lead Name} is interested in:

  • Price range of $______

  • Location = Ames

  • Beds = 3"

⚠️ As mentioned above, there does have to be an agent assigned to the lead in order for this feature to function properly. ⚠️

  • If not assigned, our system will randomly choose an agent based on the users within your organization that are marked "available" based on their selected hours of operation:


  • You can view the assigned agent & manually assign (or re-assign) an agent to a specific lead within HomeChat using this icon at the upper right-hand side of the conversation history πŸ‘‡

  • For incoming leads via Salesforce + HubSpot we will automatically assign the contact owner as the assigned agent/rep (as long as that user's email within Structurely matches their email value within the CRM)

  • Similarly, incoming leads from Follow Up Boss + Boomtown will assign agents/reps based on the specified user within the CRM when possible.

All normal Structurely communications + text responses will still be sent out to the lead:

☝️ The next message will be sent simultaneously alongside
the start of the attempted live transfer.

This feature is integrated within all Structurely accounts at this time - please let us know if you do not wish to receive the live call activations and we can turn this feature off on a per-account basis.

Questions or other issues? Shoot us a message via the little floating live chat bubble in the bottom right of this page πŸ˜ƒ

Or you can send an email to and we will get back to you!

πŸš€ The Structurely Team

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