Transfer Bot Action in Conversation AI

Transfer Bot Action in Conversation AI

May 27, 20251 min read

Your Conversation AI is a powerful assistant for conversation management. Providing you with a team even if you're a one-person business. This new feature offers the personalization of using multiple Conversation bots without information blocks, by transferring chats across agents to provide specialized attention. Let's check it out!

⭐️Why Is This Feature Beneficial To Your Company?

  • Service Management: Create modular bots to handle different services while handling conversations efficiently with smooth transferring.

  • Improved User Experience: Use the added personalization to offer an organic experience to customers, minimizing friction and helping you improve conversation flow.

  • Workflow Compatibility: Reduce workflow complexity while still having an easy way to engage and trigger automations as needed.

⭐️How To Use Instant Dashboard Insights?

  1. First, create or edit a Conversation Bot. Make sure the bot you’re using is set to Auto-Pilot.

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  2. Navigate to the Bot Goals tab and select Transfer bot.

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  3. Click “+ New Bot Transfer” then select the bot you want to send the chat to.

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  4. Configure the scenario by adding the conditions under which the transfer should happen, such as the contact saying a key phrase.

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Once satisfied, save your changes, and you’re done. This will start transferring customers between your bots, helping you narrow down the information and tone they manage for specialized service management without worrying about the conversation becoming unattended. Just like with an in-person team!

Raichel.ai, founded by Angela Bryant, empowers entrepreneurs with intelligent automation and customer relationship management (CRM) tools designed to elevate engagement and streamline business operations. At the heart of our platform is Raichel, our 24/7 AI Agent, who answers calls, handles FAQs, books appointments, and nurtures client relationships — all in real time. 

Our all-in-one system also features automated marketing campaigns, a unified communications hub, and smart scheduling, giving businesses the power to grow efficiently with less stress. Guided by our core values — integrity, commitment, value-centric service, and unwavering support — Raichel.ai is more than just software. We’re your partner in building a thriving business, offering the tools and personalized service you need to succeed with confidence.

Raichel.ai

Raichel.ai, founded by Angela Bryant, empowers entrepreneurs with intelligent automation and customer relationship management (CRM) tools designed to elevate engagement and streamline business operations. At the heart of our platform is Raichel, our 24/7 AI Agent, who answers calls, handles FAQs, books appointments, and nurtures client relationships — all in real time. Our all-in-one system also features automated marketing campaigns, a unified communications hub, and smart scheduling, giving businesses the power to grow efficiently with less stress. Guided by our core values — integrity, commitment, value-centric service, and unwavering support — Raichel.ai is more than just software. We’re your partner in building a thriving business, offering the tools and personalized service you need to succeed with confidence.

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