Current available Action: Transfer call (Beta)
The Transfer call action lets Sona send a caller to:- A workspace member → Select the member and their inbox.
- A shared inbox → The call rings all members in that inbox. It will not follow that inbox’s call flow.
- An external number → Forward the call outside your OpenPhone workspace.
When a call is transferred, Sona leaves the conversation immediately. If the recipient doesn’t answer, the call goes to their voicemail, and Sona cannot return to continue the conversation.
How to use in jobs
Write instructions naturally, then insert the action inline. For example:
More actions will be added over time. For now, Transfer is available in beta and can be combined with natural instructions.
What happens during a transfer
When Sona uses the Transfer call action during a live conversation, here’s what happens step by step:- Caller confirmation → Before transferring, Sona always confirms with the caller that they’d like to be transferred.
- Initiating the transfer → Once the caller agrees, Sona begins the transfer.
- To a workspace member → The selected member’s phone will ring. If they don’t answer, the call goes to their voicemail.
- To a shared inbox → All members of that inbox are rung simultaneously. If no one answers, the call goes to voicemail—regardless of that inbox’s existing call flow.
- To an external number → The call follows the routing and voicemail setup of that external number.
- Sona drops off → After initiating the transfer, Sona leaves the call entirely and cannot return. From that point, the conversation is in the hands of the recipient.