Voice AI live transfer
Transfer a Voice AI call to a team member when needed.
Why it matters
Urgent or complex calls reach a person.
The HLB difference
Transfers carry the call summary with them.
How it works
Set rules for when the AI voice agent passes an urgent or complex call to a live team member.
Voice AI live transfer moves a call from your AI agent to the right person or agent without the caller hanging up. There are two kinds of transfer.
- Call transfer sends the caller to a person at a phone number. Use it when the caller needs a live team member, when a high-value lead should talk to a sales representative or when a sensitive issue needs human judgment.
- Agent transfer hands the live call to another Voice AI agent. No phone number is involved, and the caller stays on the same continuous call while a more specialized agent takes over.
The agent that answers is the root agent, and up to three destination agents can receive the conversation. For each destination, describe when to transfer in plain language, such as when the caller asks about pricing, wants to schedule an appointment or asks for another language. The destination agent then continues using its own prompt and purpose. Avoid setting agents to transfer to each other in a loop, because that can cause the call to fail.
Turn on Speak During Execution if you want the agent to say a short handoff line, such as letting the caller know you are connecting them to a scheduling specialist. With it off, the caller just hears a natural pause. Only the root agent's greeting plays.
After the call, data extraction, workflows and notifications from every agent involved are merged, so post-call automations use the combined output. In the call logs, the Actions Triggered column shows Agent Transfer and can show a count when there were several, and summaries and transcripts show how the call moved between agents.
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