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Transfer Calls or to another AI Agent

The Transfer Magic Trigger is a reserved phrase in Taalk.ai used to initiate an immediate call transfer from the AI Agent to another party, service, or AI Agent. This allows for seamless escalation or routing when the conversation reaches a point where a handoff is necessary.

Trigger Phrase

1) Preface line (does not trigger transfer)

Use for a “heads‑up” line right before the actual transfer phrase.

Regex (no action):

/(?:before\s+)(?:[\w\s])*(?:redirect|connect|transferr?)(?:ing)? you (?:to|with) [^\.?!]+[.!]/i

Example that matches (no transfer yet):

“Before I transfer you to our billing team.”

2) Redirect the call (explicit)

Regex:

/(?:redirect|transferr?)(?:ing)? the call.*[\.!]$/i

Examples:

“Redirecting the call.”

“I will transfer the call now.”

3) Redirect/connect/transfer you to/with

Regex:

/(?:redirect|connect|transferr?)(?:ing)? you (:?now )?(?:to|with) [^\.?!]+[.!]/i

Examples:

“Connecting you to our scheduling team.”

“Transferring you now to Jenny.”

4) Redirect/connect/transfer you (now)

Regex:

/(?:redirect|connect|transferr?)(?:ing)? you(:? now)?[.!]/i

Examples:

“I’ll transfer you now.”

“Connecting you.”

5) Let me / I am / I will / I’m / I’ll … (redirect|connect|transfer) (you|the call) (to|with|now)

Regex:

/(?:Let me |I (?:am|will) |I['’](?:m|ll) )(?:redirect|connect|transferr?)(?:ing)? (?:you|the call) (?:to|with|now)/

Examples:

“Let me connect you with support.”

“I’m transferring the call now.”

“I’ll redirect you to our specialist.”

6) Hold on … connecting/transferring you …

Regex:

/(?:hold on ).+(?:connect(?:ing)? you with |transferr?(?:ing)? you to )/

Examples:

“Hold on a moment, connecting you with our claims team.”

“Hold on please, transferring you to Derek.”

 

Tips

  • Punctuation at the end (period or exclamation) is accepted where shown in the regex.

  • “transfer” and “transferring” both match; “transfer” with single or double “r” is accepted via transferr?.

  • For bot‑to‑bot transfers, configure the destination as agent:<id> in Transfer settings.

  • Use the preface pattern for a gentle warning, then follow with any triggering phrase to execute the transfer.

Action

  • When the AI Agent outputs this exact phrase, it immediately initiates a call transfer using the transfer configuration in the AI Agent’s settings.

  • The destination can be a live agent, phone number, or another Taalk AI Agent using the agent:<id> format.

Common Use Cases

  • Escalating to a specialized live agent.

  • Routing to a department-specific AI Agent (e.g., Sales, Support, Billing).

  • Handing off to partner systems or third-party services.

Best Practices

  • Only use the Transfer Trigger in clear and intentional moments—avoid accidental inclusion in general conversation.

  • Consider adding a brief pre-transfer explanation for a smoother customer experience (e.g., “Let me connect you to our booking specialist. I will transfer the call now.”).

  • If transferring to another AI Agent, ensure both agents have the correct Agent ID configuration.