> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.uponai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Transfer Call

> Route calls to human agents or other departments during a live conversation.

## Overview

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

***

## Setup

<Steps>
  <Step title="Add the tool">
    In your agent's Functions section, click **+ Add** and select **Transfer Call** from the dropdown.

    <Frame>
      <img src="https://mintcdn.com/uponai/7QzWw_-VPReC-RSK/images/screenshots/image4.png?fit=max&auto=format&n=7QzWw_-VPReC-RSK&q=85&s=d55ebbe4585d86112b7cd6e01f9a5eb2" alt="Agent Functions panel showing the Add button and empty functions state" width="408" height="660" data-path="images/screenshots/image4.png" />
    </Frame>

    <Frame>
      <img src="https://mintcdn.com/uponai/7QzWw_-VPReC-RSK/images/screenshots/image6.png?fit=max&auto=format&n=7QzWw_-VPReC-RSK&q=85&s=58cc18a253e38f5b627a9a6419137ca4" alt="Functions Add menu with Transfer Call highlighted" width="396" height="630" data-path="images/screenshots/image6.png" />
    </Frame>
  </Step>

  <Step title="Choose a transfer type">
    Select how the AI should handle the handoff:

    <Frame>
      <img src="https://mintcdn.com/uponai/7QzWw_-VPReC-RSK/images/screenshots/image8.png?fit=max&auto=format&n=7QzWw_-VPReC-RSK&q=85&s=0038abd844d2e402f1de848eafcbc0ec" alt="Transfer Call dialog showing Cold Transfer, Warm Transfer, and Agentic Warm Transfer options" width="795" height="716" data-path="images/screenshots/image8.png" />
    </Frame>
  </Step>

  <Step title="Configure the transfer destination">
    Provide the number or SIP URI to transfer to:

    | Format             | Example                   |
    | ------------------ | ------------------------- |
    | E.164 phone number | `+14158923245`            |
    | SIP URI            | `sip:username@domain.com` |

    You can also include optional extensions, or use dynamic variables to set the destination at runtime.

    <Frame>
      <img src="https://mintcdn.com/uponai/7QzWw_-VPReC-RSK/images/screenshots/image7.png?fit=max&auto=format&n=7QzWw_-VPReC-RSK&q=85&s=70b1d1d838cdea31a96f48616499a6e4" alt="Extension destination type configuration with shared extension list enabled" width="776" height="543" data-path="images/screenshots/image7.png" />
    </Frame>
  </Step>

  <Step title="Update your prompt">
    Tell the agent when to trigger a transfer. Example:

    ```txt theme={null}
    If the caller sounds frustrated or requests a human agent, use the transfer_call tool to route them to a representative.
    ```
  </Step>
</Steps>

***

## Transfer Types

<CardGroup cols={2}>
  <Card title="Cold Transfer" icon="phone-arrow-right">
    Direct handoff. The AI agent disconnects immediately after routing the call — no introduction.
  </Card>

  <Card title="Warm Transfer" icon="phone-volume">
    The AI agent stays on briefly to detect human presence, deliver a whisper message, and introduce the caller before dropping off.
  </Card>
</CardGroup>

***

## Warm Transfer Options

| Setting                 | Description                                     |
| ----------------------- | ----------------------------------------------- |
| On-hold music           | Played while connecting                         |
| IVR navigation prompts  | Navigate menus before reaching a human          |
| Human detection timeout | Default 30 seconds                              |
| Auto-greeting           | Agent speaks when human answers                 |
| Whisper message         | Private message delivered to the recipient only |
| Three-way introduction  | Agent 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

<Frame>
  <img src="https://mintcdn.com/uponai/7QzWw_-VPReC-RSK/images/screenshots/image5.png?fit=max&auto=format&n=7QzWw_-VPReC-RSK&q=85&s=ef4aa105e10535cb4f2b1d581cb9f749" alt="Caller Identity and Headers settings showing displayed caller ID and SIP header options" width="746" height="364" data-path="images/screenshots/image5.png" />
</Frame>
