Currently, when an AI voice agent transfers a call to an advisor using a generic number (for example, “bot transfer”), the advisor only sees the identifier of the transfer number and not the name or data of the original customer. This makes it difficult to quickly identify the customer and access their file in the CRM.

I propose that, when receiving a call transferred by AI, the system automatically displays the name and/or key data of the transferred contact on the advisor's screen, or that there is a direct link to open the customer's file in the CRM. This would streamline service and improve the sales team's experience.