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This lets the AI agent transfer an ongoing call to another AI agent during the conversation. It is useful for routing the call to an agent better suited for a specific situation, department, or task. In the “Add New Transfer Agent” section, you configure:
  • Agent: select the AI agent the call should be transferred to.
  • When to Transfer: the conditions for transferring the call. Example: if the customer says they want to sell their car during a test-drive booking call, transfer to the Car Buying AI Agent.
  • Message Type While Transferring: what the agent says while transferring. Static is a custom message you provide; None transfers without saying anything.
  • Message While Transferring: the line the agent says before transferring. Example: “I can help you better by connecting you to our car buying specialist.”
  • Start Message Type After Transfer: how the new agent opens the conversation after receiving the call. Static is a custom message (example: “Hello, I understand you are interested in selling your car. I’d be happy to help.”); Dynamic lets the AI decide based on the conversation context.