HighLevel AI Lead Transfer Simplifies Smart Handoffs

Imagine a prospect interacting with your AI assistant and seamlessly getting transferred to the right person—or even another AI bot—at just the right moment. With HighLevel’s AI Lead Transfer capabilities, that’s now a reality. Whether it’s a chat or a phone call, HighLevel makes it simple to route leads dynamically based on context, intent, or even urgency.

Set Up Lead Transfer in a Workflow

To enable AI lead transfers, start by setting up a simple HighLevel automation workflow:

1️⃣ Assign to User – Route the conversation to a specific sales or support team member.

2️⃣ Send Internal Notification – Alert the human agent that a conversation has been handed over.

This ensures your team is immediately in the loop and ready to step in when needed.

Connect Workflows with Conversation AI Bots

Next, link that workflow to a HighLevel Conversation AI bot under the bot goals settings:

• Use “Trigger a Workflow” when the AI bot recognizes phrases like “Can I speak to someone?”

• Create clear trigger conditions like: “User wants to speak with a sales agent before booking.”

Once triggered, the AI bot hands off the chat, and the human agent takes over seamlessly.

Switch Between AI Bots

Have multiple bots for different tasks? No problem. Set a Quick Action to transfer between bots, like from a general inquiry bot to an Appointment Booking Bot. Just define the conditions (e.g., “I want to schedule a time”), and the bot does the rest—keeping things smart and streamlined.

Lead Transfers Work for Voice AI Too

The power of AI lead transfer extends to Voice AI agents as well. You can configure:

• 🔁 Call Transfers to human agents

• 🤖 Bot-to-Bot Transfers for specialized support or scheduling

Whether it’s a live call or a text chat, your leads get the help they need without friction.

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