Transfer Bot Action in Conversation AI

June 05, 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!

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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