assistant-based warm transfer (warm-transfer-exper...
# support
h
there is no documentation on what exactly is sent to the transfer assistant besides "The transfer assistant has access to the previous conversation context" does this mean just the transcript? how do I inject the customer name and phone number? do they have to be stated in the conversation for the transfer assistant to find them? I can add them as variables to the initial prompt but it does not seem to have access to the previous conversaion prompt.
v
Based on the documentation I have found, the "previous conversation context" available to the transfer assistant is not explicitly defined—it may refer to just the transcript or could include other context, but this is not clearly documented. There is also no direct guidance on injecting variables like customer name or phone number unless they are present in the conversation itself. To clarify your use case: Are you looking for a way to programmatically pass customer details (like name and phone) to the transfer assistant even if they are not mentioned in the conversation transcript? This will help determine if you need a workaround (such as including these details in the transcript or using a handoff tool with variable extraction) or if there is a specific configuration you are trying to achieve. Sources: - [Assistant-based warm transfer documentation](https://docs.vapi.ai/calls/assistant-based-warm-transfer) - [Handoff tool and variable extraction documentation](https://docs.vapi.ai/squads/handoff) - [Chat API variable passing](https://docs.vapi.ai/chat/quickstart)
h
@Vapi Support Bot yes i need to pass customer details, how is it supposed to do a warm transfer when it does not even know the customer name? my client also wants the customer phone number stated in case they get disconected
v
To ensure the transfer assistant knows the customer name and phone number, have your main assistant state these details in the conversation before initiating the transfer. For example:
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"Before I transfer you, can I confirm your name is John Smith and your phone number is +1234567890?"
This way, the information will be present in the transcript and accessible to the transfer assistant during the warm transfer process. Reference: Assistant-based warm transfer documentation Source: - [Assistant-based warm transfer documentation](https://docs.vapi.ai/calls/assistant-based-warm-transfer)
v
Message marked as helpful by @Ham! 🎉
h
@Vapi Support Bot this could be a work around, although we have all this information, a better solution would be the ability to send this data to the transfer assistant, since its already sending a transcript
v
Currently, the only supported way to ensure the transfer assistant receives customer details is to include them in the conversation transcript before initiating the transfer. For example:
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"Before I transfer you, can I confirm your name is John Smith and your phone number is +1234567890?"
Direct variable passing to the transfer assistant is not available at this time. For more details, see the [assistant-based warm transfer documentation](https://docs.vapi.ai/calls/assistant-based-warm-transfer). Source: - [Assistant-based warm transfer documentation](https://docs.vapi.ai/calls/assistant-based-warm-transfer)
c
Thread reviewed and resolved.