Transfer Bot Action in Conversation AI

The Transfer Bot Action is designed to streamline the flow of conversations by intelligently routing users from one AI bot to another based on predefined user intents or trigger conditions. This feature enhances operational efficiency, simplifies complex workflows, and enables businesses to implement modular AI bot architectures.

Access the desired bot you wish to configure and go to the Bot Goals tab.

Choose the Transfer Bot action from the list of available options.

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The Transfer Bot Action significantly enhances the flexibility and intelligence of your bot ecosystem. By enabling dynamic handoffs between bots based on user needs, it provides a more personalized and efficient experience—empowering your business to scale AI support across diverse services with ease.

• Both bots must be set to Auto Pilot mode for the transfer to function properly.
• If you are using the "Update Conversation AI Bot and Status" workflow action, ensure that you insert a Wait step in the workflow. Omitting this may result in the original bot continuously reassigning the conversation, which can disrupt the intended transfer logic.
• By default, when a bot is assigned to a conversation but cannot provide an appropriate response, the system will automatically reassign the conversation to the Primary Bot—provided one has been configured. If this automatic fallback behavior is not required for your use case, you can disable it in the bot settings.