- Transferring from a front-desk agent to an appointment-booking agent based on task
- Transferring from an agent speaking one language to another agent handling a different language, based on user preference
Why Use Agent Transfer Instead of Call Transfer?
| Agent Transfer | Call Transfer | |
|---|---|---|
| Latency | Near-instant | Slower — requires new phone call |
| Reliability | No telephony failures | Potential phone connection failures |
| Context | Destination agent has full conversation history — no handoff message needed | No context passed |
| Phone numbers | One number for all agents | Receiving agents need their own numbers |
Transfer Settings Behavior
The following settings of the first agent persist throughout the entire call:optInSignedUrloptOutSensitiveDataStoragewebHookUrl
Setup
Configure Details
- Transfer agent: The ID and version of the agent to transfer to. You can select the latest version.
- Speak during execution: Whether the agent should say something while performing the transfer.
- Post-call analysis setting: For post-call analysis, extract dynamic variables for the transferred agent only, or both agents.