This feature only works during phone calls instead of web calls. It’s available for Retell numbers and imported numbers.
It is common in call operation to transfer the call to another human agent or another AI agent.
Add Transfer Call Tool
Click ”+ Add” in the tools section and select “Transfer Call” from the dropdown menu.
Configure Basic Settings
Update the Prompt
Enhance the agent’s understanding by incorporating the transfer call conditions into the prompt. Include specific instructions such as:
“If the user is angry or frustrated, use the transfer_call tool to transfer the conversation to a human agent.”
Configure Transfer Type
Choose between cold transfer or warm transfer:
Configure Caller ID for Cold Transfer (Optional)
For cold transfers, you can configure how the caller ID appears to the next agent:
Retell Agent’s number: The transfer destination will see the Retell agent’s number
Transferree’s Number: The transfer destination will see the number that the user is calling from. Please note that you have to configure following in your telephony provider in order to make it work, because this option internally is simply transferring via SIP REFER, and some telephony provider have the ability to set caller id for SIP REFER.
Configure Settings for Warm Transfer
For warm transfers, you can configure the following settings:
Add Custom SIP Headers (Optional)
Add custom SIP headers for outbound calls. These headers are forwarded to your SIP provider on the SIP INVITE and can be used for custom routing, tagging, or metadata.
All header names must start with X-
This feature only works during phone calls instead of web calls. It’s available for Retell numbers and imported numbers.
It is common in call operation to transfer the call to another human agent or another AI agent.
Add Transfer Call Tool
Click ”+ Add” in the tools section and select “Transfer Call” from the dropdown menu.
Configure Basic Settings
Update the Prompt
Enhance the agent’s understanding by incorporating the transfer call conditions into the prompt. Include specific instructions such as:
“If the user is angry or frustrated, use the transfer_call tool to transfer the conversation to a human agent.”
Configure Transfer Type
Choose between cold transfer or warm transfer:
Configure Caller ID for Cold Transfer (Optional)
For cold transfers, you can configure how the caller ID appears to the next agent:
Retell Agent’s number: The transfer destination will see the Retell agent’s number
Transferree’s Number: The transfer destination will see the number that the user is calling from. Please note that you have to configure following in your telephony provider in order to make it work, because this option internally is simply transferring via SIP REFER, and some telephony provider have the ability to set caller id for SIP REFER.
Configure Settings for Warm Transfer
For warm transfers, you can configure the following settings:
Add Custom SIP Headers (Optional)
Add custom SIP headers for outbound calls. These headers are forwarded to your SIP provider on the SIP INVITE and can be used for custom routing, tagging, or metadata.
All header names must start with X-