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Which five handoff tests should you run?

Trace Margin research deskSection 09Page 5 of 22Last updated

Run these against your actual telephone destinations. Retell’s transfer guidance distinguishes transfers attempted from transfers that reach a person and recommends examining unsuccessful attempts by cause. That is a more useful starting point than a dashboard showing only how often transfer was invoked. (retellai.com)

Our recommended test Evidence to retain
Caller asks for a person immediately Correct destination and confirmation that a person answered
Receiving queue never answers Bounded wait and an approved alternative—not indefinite hold
Receiving person declines Caller returns to a usable flow with a clear next step
Scheduling system is unavailable No invented booking confirmation; accountable follow-up
Caller changes the request during transfer Accurate context reaches the receiving person

Our suggested reporting rule: record the transfer attempt, destination answer, human acceptance and eventual task outcome separately. A connected telephone leg should not automatically count as a resolved enquiry.