What is a warm transfer?
A warm transfer hands a live call to another person after briefing them, so the caller does not have to repeat themselves. In lead generation and sales the same handoff is often called a hot transfer or live transfer.
The person or AI agent on the call introduces the caller, shares what has been learned so far, and stays on until the receiving rep takes over. That briefing is what separates it from a cold transfer. Read warm transfer vs cold transfer for when each makes sense and what context to pass along.