> ## Documentation Index
> Fetch the complete documentation index at: https://blackbox.dasha.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Route Calls to Human Operators

> Transfer Dasha BlackBox voice agent calls to human operators or other systems. Warm transfers brief operators with context first. Cold transfers provide direct routing for speed. HTTP transfers use webhook-based dynamic routing for intelligent assignment.

Route calls to human operators when needed. Choose warm transfers (with context briefing), cold transfers (direct routing), or HTTP transfers (dynamic webhook-based routing).

**What you'll learn:** Transfer type comparison, configuration basics, effectiveness metrics, and troubleshooting patterns.

***

## What is a call transfer?

A call transfer hands the conversation from your AI agent to a human operator or another system. The agent recognizes when it can't resolve an issue — complex requests, escalation demands, or specialized queries — and routes the caller to someone who can help.

**When agents should transfer:**

* Customer explicitly requests a human ("I want to talk to a person")
* Issue exceeds agent's knowledge or authority
* Sensitive situations requiring human judgment
* Complex multi-step problems needing real-time troubleshooting

***

## Transfer types

Dasha BlackBox offers three transfer methods. Choose based on your needs:

| Transfer Type     | Pros                                                                                                                                                                                           | Cons                                                                                                                                                                                    | Best For                                                                                                      |
| ----------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------- |
| **Warm Transfer** | • Operator receives context before speaking with caller<br />• Caller doesn't re-explain situation<br />• Agent verifies operator availability<br />• Agent can resume if operator disconnects | • More complex to configure<br />• Takes longer (agent briefs operator first)<br />• Uses more resources during handoff<br />• Requires operator to answer and engage                   | Personalized escalations, complex customer issues, high-value calls, situations requiring context handoff     |
| **Cold Transfer** | • Simplest to configure<br />• Fastest transfer method<br />• Agent freed immediately<br />• Works well for automated systems                                                                  | • No context provided to operator<br />• Caller must re-explain situation<br />• No operator availability verification<br />• Less personalized experience                              | Simple routing, IVR/menu systems, general department transfers, high-volume basic escalations                 |
| **HTTP Transfer** | • Dynamic routing based on real-time data<br />• CRM and system integration<br />• Skill-based/intelligent assignment<br />• Custom business logic<br />• Workforce management integration     | • Requires webhook development<br />• Most complex to implement<br />• Depends on external system reliability<br />• Adds latency for webhook call<br />• More potential failure points | Dynamic routing based on availability, skill-based assignment, CRM-integrated routing, complex business rules |

## Transfer Methods

Learn about each transfer type:

* **[Warm Transfer](/docs/advanced-features/call-transfers/warm-transfer)** - Agent briefs operator before connecting caller
* **[Cold Transfer](/docs/advanced-features/call-transfers/cold-transfer)** - Direct routing without operator briefing
* **[HTTP Transfer](/docs/advanced-features/call-transfers/http-transfer)** - Webhook-based dynamic routing

<Accordion title="Quick Start: Configure Transfer via API">
  This example shows the transfer-related fields. The PUT endpoint requires the full agent configuration including `name`, `config.primaryLanguage`, `config.ttsConfig`, and `config.llmConfig`.

  ```bash theme={"theme":{"light":"github-light","dark":"github-dark"}}
  curl -X PUT "https://blackbox.dasha.ai/api/v1/agents/{agentId}" \
    -H "Authorization: Bearer YOUR_API_KEY" \
    -H "Content-Type: application/json" \
    -d '{
      "name": "Your Agent Name",
      "config": {
        "primaryLanguage": "en-US",
        "ttsConfig": { ... },
        "llmConfig": { ... },
        "features": {
          "transfer": {
            "type": "warm",
            "description": "Transfer when customer requests human agent or issue is complex",
            "endpointDestination": "+15550100",
            "callerIdMode": "userPhoneNumber",
            "interactionWithOperator": {
              "type": "smartV1",
              "additionalInstructions": "Brief operator in under 10 seconds with issue summary"
            },
            "sayPhraseToCustomer": "Let me connect you with a specialist. One moment please.",
            "continueAfterOperatorDisconnected": true,
            "failoverBehavior": {
              "continueConversation": true,
              "staticPhrase": "All representatives are busy. Let me try to help you directly."
            }
          }
        }
      }
    }'
  ```
</Accordion>

## Measuring Transfer Effectiveness

Track these metrics:

* **Transfer rate**: Percentage of calls resulting in transfer
* **Transfer reason analysis**: Why are customers being transferred?
* **Transfer success rate**: Percentage of completed vs. failed transfers
* **Post-transfer satisfaction**: Are transferred customers satisfied?
* **First-call resolution impact**: How do transfers affect resolution rates?

High transfer rates may indicate:

* Agent needs more training or knowledge
* Knowledge base needs expansion
* Complex scenarios require human handling
* Transfer criteria are too broad

## Troubleshooting

### Problem: Transfers Fail Frequently

**Solution:** Verify destination numbers are correct and answering. Check network connectivity. Review failover logs for error patterns.

### Problem: Agent Transfers Too Often

**Solution:** Refine transfer description to be more specific about when transfers are appropriate. Expand knowledge base. Update system prompt with problem-solving guidance.

### Problem: Callers Drop During Transfer

**Solution:** Add hold media to maintain engagement. Set clear expectations before transfer. Reduce transfer connection time if possible.

## Next steps

<CardGroup cols={2}>
  <Card title="Warm Transfer" icon="handshake" href="/docs/advanced-features/call-transfers/warm-transfer">
    Brief operators with context first
  </Card>

  <Card title="Cold Transfer" icon="phone-arrow-right" href="/docs/advanced-features/call-transfers/cold-transfer">
    Direct routing for speed
  </Card>

  <Card title="HTTP Transfer" icon="webhook" href="/docs/advanced-features/call-transfers/http-transfer">
    Webhook-based dynamic routing
  </Card>

  <Card title="Maximum Call Duration" icon="clock" href="/docs/advanced-features/max-call-duration">
    Control transferred call length
  </Card>
</CardGroup>
