Conversation AI - Transfer Bot Action

What’s New?

We’ve introduced the Transfer Bot Action—a powerful new feature that allows conversations to be seamlessly transferred from one AI bot to another based on specific user intents or trigger conditions.

This enhancement helps reduce complex workflows, improves user experience, and enables modular bot setups for businesses offering multiple services.

How It Works

1. Navigate to Bot Goals
   - Access the bot you wish to configure and go to the Bot Goals tab.

2. Select "Transfer Bot" Action
   - Add a new scenario and select the Transfer Bot action from the options.

3. Configure the Scenario
   - Action Name: Assign a clear label (e.g., Transfer to Dental Bot).
   - Trigger Condition: Define the situation that should cause a transfer (e.g., user mentions AC repair).
   - Example Phrases: Add real phrases users might say (e.g., “My AC is not working”).

4. Destination Bot: Choose the appropriate bot to hand off the conversation to.
   - Ensure Channel & Mode Compatibility
   - The source and destination bots must be active on the same channels (e.g., both on live chat).
   - Both bots must be in Auto Pilot mode.

Important Notes

If you're using the "Update Conversation AI Bot and Status" workflow action, be sure to add a Wait step. Without it, the original bot may keep reassigning the conversation, breaking the transfer logic.