Specialized AI Bot Transfers in HighLevel

HighLevel’s Conversation AI just got smarter, literally. With specialized bot transfers, you can now move conversations between AI bots dynamically based on the user’s intent. This means you can guide leads through tailored conversations - from general inquiries to booking an appointment - without missing a beat!

Why Use Specialized Bot Transfers in HighLevel?

When your business uses multiple AI bots for different tasks, such as one bot for answering general questions and another for appointment booking, you can now seamlessly hand off the conversation between them. This allows each bot to shine in its area of expertise, improving response accuracy and conversion potential.

Benefits:

✅ Deliver more relevant, context-aware responses

✅ Reduce human intervention

✅ Shorten the lead-to-booking journey

✅ Enhance customer experience

How to Set Up Bot Transfers in HighLevel

Follow these simple steps to activate this feature:

🔹 Step 1: Go to Settings > Conversation AI

🔹 Step 2: Choose your primary bot (e.g., General Support Bot)

🔹 Step 3: Navigate to Bot Goals

🔹 Step 4: Click on New Bot Transfer

🔹 Step 5: Name your action and select the target bot (e.g., Appointment Booking Bot)

🔹 Step 6: Set trigger conditions (e.g., when the user says “I want to book an appointment”)

🔹 Step 7: Add example phrases to help the bot recognize the transfer intent

🔹 Step 8: Save your configuration

Once set, the AI can automatically transfer a conversation when the user signals intent to move forward - like asking for availability or wanting to schedule a meeting.

Testing and Monitoring Bot Transfers

HighLevel even provides conversation previews showing when and why a bot transfer occurred. You’ll see exactly:

• Which bot triggered the transfer

• The matched trigger phrase

• The next bot’s response flow
  
  This makes it easy to troubleshoot or refine your AI strategy.

Boost Efficiency and Conversions with AI Transfers

Specialized AI bot transfers take the pressure off your team and put the right bot in the right place at the right time. Whether you’re supporting leads or booking calls, this feature ensures a more seamless, smart, and scalable approach to conversations.

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Relevant Help Articles:

• Conversation AI: Bot Transfers