I asked GPT and it said it is possible, but when I...
# agency-owner
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I asked GPT and it said it is possible, but when I asked for details, it could not suggest the correct steps. Vapi's warm transfer isn't just a simple connection. It uses a separate AI assistant—the "transfer assistant"—to manage the handoff. This is what makes your desired workflow possible. Caller on Hold: When the initial AI receptionist determines a transfer is needed, the caller is placed on hold (or hears hold music). Transfer Assistant Calls Callee: A new AI assistant (the transfer assistant) calls the intended recipient (the callee). Summary Provided: The transfer assistant, which has access to the full conversation transcript, will deliver a summary to the callee. You can customize the prompt for this transfer assistant to ensure it provides the specific information you want (e.g., "Hello, I have a caller on the line named John Doe who needs to speak with an attorney about a new case. Are you available?"). Callee's Decision: This is the crucial part. The callee's response is a live interaction with the transfer assistant. If the callee says "Yes, I can take the call," the transfer assistant, based on your configured behavior, will execute the transferSuccessful function. This merges the three parties (the original caller, the original AI, and the callee) and then the transfer assistant exits the call. If the callee says "No, please send them to voicemail," the transfer assistant can be prompted to execute a transferCancel function or a similar action. The call can then be routed to that individual's voicemail, and the original AI can return to the caller to provide a final message (e.g., "I'm sorry, that person is unavailable, so I've sent you to their voicemail.").