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Overview

Transfer Call enables your agent to hand off a conversation to a human agent or another destination mid-call.

Setup

1

Add the tool

In your agent’s Functions section, click + Add and select Transfer Call from the dropdown.
Agent Functions panel showing the Add button and empty functions state
Functions Add menu with Transfer Call highlighted
2

Choose a transfer type

Select how the AI should handle the handoff:
Transfer Call dialog showing Cold Transfer, Warm Transfer, and Agentic Warm Transfer options
3

Configure the transfer destination

Provide the number or SIP URI to transfer to:
FormatExample
E.164 phone number+14158923245
SIP URIsip:username@domain.com
You can also include optional extensions, or use dynamic variables to set the destination at runtime.
Extension destination type configuration with shared extension list enabled
4

Update your prompt

Tell the agent when to trigger a transfer. Example:
If the caller sounds frustrated or requests a human agent, use the transfer_call tool to route them to a representative.

Transfer Types

Cold Transfer

Direct handoff. The AI agent disconnects immediately after routing the call — no introduction.

Warm Transfer

The AI agent stays on briefly to detect human presence, deliver a whisper message, and introduce the caller before dropping off.

Warm Transfer Options

SettingDescription
On-hold musicPlayed while connecting
IVR navigation promptsNavigate menus before reaching a human
Human detection timeoutDefault 30 seconds
Auto-greetingAgent speaks when human answers
Whisper messagePrivate message delivered to the recipient only
Three-way introductionAgent introduces caller before dropping off

Additional Options

  • Caller ID: Show the agent’s number or the original caller’s number (depends on telephony provider support)
  • Custom SIP headers: Add headers prefixed with X- or labeled User-To-User for routing and metadata
Caller Identity and Headers settings showing displayed caller ID and SIP header options