How can I get the transfer node to work with summary generation? I looked all over discord and it seems many people have the same problem yet there is no clear solution. Org: Insellerate Here's an example call ID: 019a73d0-4e66-7ee9-9ccf-1e47f6a970c3 Here is my tool definition: { "function": { "name": "transfer_call_tool" }, "messages": [ { "type": "request-start", "blocking": false } ], "destinations": [ { "type": "number", "number": "+1xxxxxxxxxxxxxxxx", "message": "I am transferring your call now please wait one moment.", "transferPlan": { "mode": "warm-transfer-say-summary", "sipVerb": "dial", "summaryPlan": { "enabled": true, "messages": [ { "role": "system", "content": "Please provide a summary of the call." }, { "role": "user", "content": "Here is the transcript: {{transcript}}" } ], "timeoutSeconds": 15, "useAssistantLlm": true } }, "numberE164CheckEnabled": true } ] }

Hi there 👋 We’ll take a look at your setup as soon as we can. While you wait, you might find these resources helpful: - ⚙ [Configuration guide for assistant-based warm transfers](https://docs.vapi.ai/calls/assistant-based-warm-transfer#configuration) - 📘 [Full documentation for creating or updating a TransferCallTool](https://docs.vapi.ai/api-reference/tools/create#request.body.TransferCallTool) If you’re running into a specific issue, please include your Call ID (if you haven’t already) so we can investigate!

The mode

"warm-transfer-say-summary"

is not supported. To enable summary playback, update your

transferPlan.mode

to

"warm-transfer-with-summary"

as shown below:

json
"transferPlan": {
  "mode": "warm-transfer-with-summary",
  "summaryPlan": {
    "enabled": true,
    "messages": [
      { "role": "system", "content": "Please provide a summary of the call." },
      { "role": "user", "content": "Here is the transcript: {{transcript}}" }
    ]
  }
}

Note: This only works with Twilio-based telephony systems. For more details, see the [Vapi documentation](https://docs.vapi.ai/call-forwarding). Sources: - [Vapi Call Forwarding Documentation](https://docs.vapi.ai/call-forwarding) - [Discord Discussion on Warm Transfer Limitations](https://discord.com/channels/1211482211119796234/1366650099035541544)

Hey! I can help troubleshoot your transfer node with summary generation. Often, the summary fails if the transcript isn’t ready at transfer time or the timeout is too short. Make sure {{transcript}} is populated and try increasing timeoutSeconds. Quick question: is the call transferring fine but the summary missing, or is the transfer failing too? @RDOG

Hi RDOG, If you need to set up a call forwarding system using the

transferCall

function in Vapi, consider the following steps to implement a warm transfer with summary: 1. **Dashboard Configuration**: - Navigate to Tools in your Vapi dashboard. - Select Create Tool and choose Transfer Call as the tool type. - Configure your destinations with the desired phone numbers and specify a message to be delivered. 2. **Warm Transfer Configuration**: - Use the

warm-transfer-with-summary

mode if you want the system to provide a summary before completing the transfer. - Define the

summaryPlan

within your transfer call configuration to generate the summary from the call transcript. For example:

json
   {
     "mode": "warm-transfer-with-summary",
     "summaryPlan": {
       "enabled": true,
       "messages": [
         { "role": "system", "content": "Please provide a summary of the call." },
         { "role": "user", "content": "Here is the transcript:\n\n{{transcript}}\n\n" }
       ]
     }
   }

3. **Common Issues and Troubleshooting**: - Ensure the correct destination numbers and messages are configured. - Verify logs for any errors during call transfers to troubleshoot issues. - Adjust the configuration to test if the summary is not being provided correctly. Ensure the summary feature is enabled in the

summaryPlan

. For a detailed setup, you can refer to the full [call forwarding documentation](https://docs.vapi.ai/call-forwarding).

@Manja manna thanks for the response! The call is transferring but there's no summary provided to the number receiving the transfer. it's acting just like a blind transfer despite the function being set up correctly. I put longer timeouts but that still didnt help, and I tested on super short calls like 1-2 sentences so I dont even think the summary is being generated.

Since the transfer works but the summary isn’t showing, it seems the summary step isn’t fully completing before the recipient picks up. Even with timeouts, very short calls can sometimes skip the generation. A reliable approach is to run the summary as a separate step first, then trigger the transfer once it’s ready. We can go over your setup in more detail privately and figure out a solution that works consistently. @RDOG

Hi there, It looks like you’re using a warm-transfer flow with a SIP trunk. At the moment, warm transfers (including summary playback) are only supported when using an imported Twilio phone number — they aren’t available on SIP trunks yet. If you switch the transfer to a Twilio number, the warm-transfer-with-summary mode should work as expected. Let me know if you need help adjusting your setup.

Hi Kyle I am using a twilio phone number

When importing nunbers through BYO SIP method, it will say its a Vonage number regardless of which provider you import the number from.

got it, do you have any insight why the transfer with summary is not working? Im usingn a twilio number Org: Insellerate Here's an example call ID: 019a73d0-4e66-7ee9-9ccf-1e47f6a970c3 Here is my tool definition: { "function": { "name": "transfer_call_tool" }, "messages": [ { "type": "request-start", "blocking": false } ], "destinations": [ { "type": "number", "number": "+1xxxxxxxxxxxxxxxx", "message": "I am transferring your call now please wait one moment.", "transferPlan": { "mode": "warm-transfer-say-summary", "sipVerb": "dial", "summaryPlan": { "enabled": true, "messages": [ { "role": "system", "content": "Please provide a summary of the call." }, { "role": "user", "content": "Here is the transcript: {{transcript}}" } ], "timeoutSeconds": 15, "useAssistantLlm": true } }, "numberE164CheckEnabled": true } ] }