Guides/Help Center/Rainmaker: built around your business

Warm transfers and appointment handoff

By Brad Bone, co-founder of RiverX AI · Updated October 2026

PlanRainmaker
Time3 minute read
Who does itBoth
Short answer

When a lead is ready to talk now, the agent can transfer the live call to you or your team. When it books an appointment instead, the appointment lands on the right person's calendar, the lead gets a confirmation and reminders, and your rep gets an alert. Every part of this is set up around your team.

You choose

Live transfersWhat triggers a transfer, who it rings, how long it rings, and what happens if no one picks up, such as trying a second person or booking the lead for a callback.
Booked appointmentsHow appointments are assigned, for example round robin across your reps, by territory, or to one person, and what the rep alert includes.
RemindersWhen the lead gets reminders before the appointment, by text, email, or both.
Need a hand?

Our team handles setup and changes for every plan. Call (661) 387-3960, 8 AM to 5 PM Pacific. We usually respond the same day.

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