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:
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IVR Bot → Lead Bot
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General FAQ Bot → Billing Bot
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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
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Open the AI Agent settings for your starting bot (the one initiating the transfer).
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Navigate to the Call Transfer Settings section.
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Under Transfer Type, choose the desired transfer method (e.g., Warm Transfer with Nothing Pressed).
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In Transfer the Call to, enter:
agent:<id>
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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
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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.
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The target AI Agent will come online instantly, ready to continue the conversation without losing context of the channel.
Notes & Best Practices
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Ensure you have access rights to the target AI Agent.
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The Agent ID can be found in the target bot’s settings.
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Use clear handoff triggers so customers understand they are being transferred.
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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.