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Bot-to-Bot Direct Transfer in Taalk AI Agent

In Taalk.ai, you can now connect one AI Agent (bot) directly to another AI Agent within your environment. This allows for smooth bot-to-bot transfers without routing through a live agent or external system. This feature is ideal for creating a modular AI experience, where each bot focuses on a specific area, and customers are guided to the right place with zero human intervention.

Overview

A common use case is when your IVR Bot or general-purpose assistant needs to hand off to a specialized bot for a specific function — for example:

  • IVR Bot →  Lead Bot

  • General FAQ Bot → Billing Bot

  • Qualification Bot → Scheduling Bot

With the new Direct Transfer capability, you can make this handoff seamlessly by using the target bot’s Agent ID.


Example Scenario

Customer says:

“I want to book a move”
“I need my piano moved”
“I’d like to get a quote”

IVR Bot action:

Transfers the call/chat directly to your  Lead Bot, which is specialized for creating quotes and capturing leads.


How to Configure Bot-to-Bot Direct Transfer

  1. Open the AI Agent settings for your starting bot (the one initiating the transfer).

  2. Navigate to the Call Transfer Settings section.

  3. Under Transfer Type, choose the desired transfer method (e.g., Warm Transfer with Nothing Pressed).

  4. In Transfer the Call to, enter:

 

agent:<id>
  1. where <id> is the Agent ID of the target bot you want to connect to. 

    Example:

agent:6894e704ce9d7d9f3

Save your changes.

You and find the Agent ID at the URL of your `agent /agents/689919131b0d0b9778e97531`

 

Tip: This can be triggered by a Transfer Magic Keyword and is also compatible with Dynamic Transfer.


How It Works

  • When the transfer trigger is met (via intent, keyword, or decision node), the current bot will immediately connect the session to the target AI Agent.

  • The target AI Agent will come online instantly, ready to continue the conversation without losing context of the channel.


Notes & Best Practices

  • Ensure you have access rights to the target AI Agent.

  • The Agent ID can be found in the target bot’s settings.

  • Use clear handoff triggers so customers understand they are being transferred.

  • Consider passing brief context to the second bot (e.g., “Customer is asking for a moving quote”) via warm whisper or pre-set parameters, if applicable.