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Can I configure priority rules for which team Brilo AI should transfer to first when multiple teams are eligible?

Y
Written by Yatheendra Brahmadevera
Updated over a week ago

Direct Answer (TL;DR)

Yes. Brilo AI supports configurable Multi-Team Transfer Priority so you can specify which team or queue should receive a call first when more than one team is eligible. You set prioritization rules in the agent’s routing or transfer rules so Brilo AI evaluates caller intent, metadata, and confidence scores before choosing the highest-priority destination. Priority behavior can be layered with fallback rules, warm-transfer summaries, and escalation thresholds to avoid routing loops or dropped context. Use prioritization together with human-handoff settings to ensure regulated or sensitive calls go to the correct team.

  • Can I set which team is chosen first when several teams match? — Yes; configure prioritization rules and confidence thresholds in the Brilo AI transfer rules so the highest-priority eligible team is chosen first.

  • How does Brilo AI pick between multiple matching teams? — Brilo AI evaluates transfer rules, caller intent, and configured priority order (with configured fallbacks) and routes to the first eligible destination that meets the rule conditions.

  • Can I override priority rules during a live call? — Yes; agents can accept a warm transfer or override routing if enabled in your handoff workflow, and Brilo AI will pass context and call history to the accepting agent.

Why This Question Comes Up (problem context)

Large contact centers and regulated teams often have overlapping responsibilities (for example, product questions vs. billing vs. compliance). Buyers ask about Multi-Team Transfer Priority because misrouted calls create wait times, duplicate work, and compliance risk when sensitive calls land with the wrong team. Enterprise buyers want predictable, auditable routing logic so that Brilo AI’s transfers align with internal SLAs and team responsibilities.

How It Works (High-Level)

When Multi-Team Transfer Priority is enabled, Brilo AI evaluates active transfer rules in the configured order and uses the first matching destination that is available and meets the rule conditions. You can combine prioritization with rule conditions based on caller intent, phonebook tags, or CRM-supplied attributes. In Brilo AI, a transfer rule is a configured condition and destination that tells the voice agent when and where to send a call. Brilo AI passes context (recent prompts, intent labels, and metadata) to the target team to preserve continuity during the handoff. For a high-level overview of Brilo AI transfer behavior, see the Brilo AI call transfer use case page: Brilo AI call transfer use case.

In Brilo AI, Multi-Team Transfer Priority is a sequence of ordered destinations that the system checks in turn until an eligible destination is found.

Guardrails & Boundaries

Brilo AI enforces guardrails so prioritization does not cause routing loops, excessive retries, or exposure of sensitive data. You must define fallback destinations, maximum retry attempts, and the conditions that force an immediate human handoff (for example, regulator-flagged phrases or low confidence). In Brilo AI, a confidence threshold is the configured score below which the agent will escalate or ask for clarification rather than auto-transfer. Configure clear escalation triggers to prevent the voice agent from repeatedly cycling calls between teams. For guidance on handling uncertain decisions and fallbacks, see Brilo AI’s article about handling low-confidence scenarios: Brilo AI guidance for when the AI is unsure.

In Brilo AI, a fallback destination is the preconfigured endpoint the system uses if primary destinations are unavailable.

Applied Examples

  • Healthcare example: A patient calls with a medication question that could be clinical (pharmacy team) or billing-related (reconciliation team). Configure Brilo AI Multi-Team Transfer Priority so clinical-flagged intents route first to the pharmacy triage team; billing intents route first to reimbursement. If caller language indicates an adverse reaction (a sensitive clinical flag), escalate immediately to a human clinician.

  • Banking / Financial services example: A caller asks about a disputed transaction that could be handled by fraud, disputes, or relationship managers. Set Brilo AI priority rules to route suspected fraud intents to the fraud team first, followed by disputes, and finally to the relationship team as a fallback. Low confidence on the intent triggers a warm transfer to a human fraud analyst.

Human Handoff & Escalation

Brilo AI supports warm transfers (agent accepts with context) and cold transfers (direct handoff). When a priority rule selects a human team, Brilo AI includes call context, recent intent labels, and a short live summary so the receiving agent can continue without repetition. You can configure automatic escalation when confidence falls below a threshold or when the caller requests a human. During an unavailable-agent scenario, Brilo AI follows your configured fallback chain (next-priority team, voicemail, callback task, or external hunt group) and records the action for analytics.

Setup Requirements

  1. Grant admin access to the Brilo AI console so you can edit routing and transfer rules.

  2. Define teams and map each team to a destination phonebook entry or queue in Brilo AI.

  3. Create ordered prioritization rules in the agent’s Actions > Call transfer rules section (set conditions and priority order).

  4. Set confidence thresholds and specify escalation triggers (for regulated topics or low-confidence cases).

  5. Configure fallback destinations and retry logic to avoid routing loops.

  6. Test each priority path with scripted calls and verify context transfer with warm-handoff summaries.

  7. Monitor transfer analytics and adjust priorities based on real call outcomes.

For failover and outage behavior, review Brilo AI’s system failover guidance: Brilo AI guidance for system outages and failover.

Business Outcomes

Properly configured Multi-Team Transfer Priority with Brilo AI reduces misroutes, shortens handle time, and preserves caller context—resulting in fewer transfers and faster resolution. Prioritization helps ensure regulated or high-risk calls reach the right specialist first, lowering compliance exposure and improving SLA adherence. Clear fallbacks and escalation criteria reduce dropped calls and repeat contacts.

FAQs

Can Brilo AI choose a team based on CRM data?

Yes. Brilo AI can evaluate attributes passed from your CRM or webhook and apply prioritization rules that reference those attributes so routing respects account-level requirements or VIP status.

What happens if two teams have the same priority?

If destinations are configured with equal priority, Brilo AI uses availability rules and the first-available destination policy you set (for example, round-robin, least-busy, or a specified tie-breaker) until one accepts the transfer.

Can an agent override the priority order during a live call?

Yes. If your handoff workflow permits agent overrides, an agent accepting the transfer can choose to accept, reject, or redirect a call; Brilo AI will pass context to the chosen destination.

How do I audit which priority rule routed a specific call?

Brilo AI logs transfer decisions and the rule evaluated; use transfer analytics and call records to trace which rule matched and why. Review those logs when tuning priority rules.

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