Artificial Intelligence · 1 min read
Conversation AI: Transfer Bot Action
The Transfer Bot action lets one Conversation AI agent hand a conversation to another agent. For example, a general agent can pass a contact who says "My AC isn't working" to a repair agent.
Set it up
- Create the agent you want to transfer to.
- Go to AI Agents > Conversation AI and open the first agent.
- Open Bot Goals and click Transfer Bot.
- Choose the agent to transfer to.
- Describe when to transfer, such as "When the contact needs a repair."
- Add more transfer scenarios if needed.
- Save.
What happens
The second agent takes over the same conversation and can see the earlier messages.
Transfer with a workflow
You can also switch agents with the Update Conversation AI Bot and Status workflow action, for example when a tag is added.
Test each transfer scenario with sample messages.