Transfer to human
Seamlessly transfer the user to a human operator via phone number based on defined conditions.
Overview
Human transfer allows a Conversational AI agent to transfer the ongoing call to a specified phone number when certain conditions are met. This enables agents to hand off complex issues, specific requests, or situations requiring human intervention to a live operator.
This feature utilizes the transfer_to_number
system tool and currently supports transfers via Twilio. When triggered, the agent can provide a message to the user while they wait and a separate message summarizing the situation for the human operator receiving the call.
This feature currently requires a configured native Twilio integration for the phone number receiving the transfer.
Enabling human transfer
Human transfer is configured using the transfer_to_number
system tool.
Add the transfer tool
Enable human transfer by selecting the transfer_to_number
system tool in your agent’s configuration within the Agent
tab. Choose “Transfer to Human” when adding a tool.

Configure tool description (optional)
You can provide a custom description to guide the LLM on when to trigger a transfer. If left blank, a default description encompassing the defined transfer rules will be used.

Define transfer rules
Configure the specific rules for transferring to phone numbers. For each rule, specify:
- Phone Number: The target phone number in E.164 format (e.g., +12125551234) to transfer the call to.
- Condition: A natural language description of the circumstances under which the transfer should occur (e.g., “User explicitly requests to speak to a human”, “User needs to update sensitive account information”).
The LLM will use these conditions, along with the tool description, to decide when and to which phone number to transfer.

Ensure the phone number is correctly formatted (E.164) and associated with a properly configured Twilio account capable of receiving calls.
API Implementation
You can configure the transfer_to_number
system tool when creating or updating an agent via the API. The tool allows specifying messages for both the client (user being transferred) and the agent (human operator receiving the call).