### Answer To set up transfer screening agents in Retell AI, use the Warm Transfer feature with Agent Transfer for the most effective screening workflow. [(1) ]() [(2) ]() [(3) ]() ## Best Approach: Warm Transfer with Agent Transfer Agent Transfer is recommended over traditional phone-based call transfers because it offers: [(2) ]() - **Lower Latency**: Near-instant transition between agents - **Better Reliability**: No need to create a new phone call, avoiding potential telephony failures - **No Handoff Message Needed**: The destination agent has access to the full conversation history - **No Separate Numbers Required**: Agents receiving transfers don't need their own phone numbers ## Setup Steps ### For Single/Multi Prompt Agents: 1. **Add Agent Transfer Tool**: Click "Add" in the tools section and select "Agent Transfer" 2. **Configure Details**: - **Transfer agent**: Select the ID and version of the screening agent to transfer to - **Speak during execution and messages**: Configure what the agent says while performing the transfer - **Post call analysis setting**: Choose whether to extract dynamic variables for the transferred agent only, or both agents 3. **Update the Prompt**: Add clear instructions such as: "If the user asks to book an appointment, use the agent_transfer tool to transfer to the Appointment Agent." ### For Conversation Flow Agents: 1. Select "Agent Transfer" from the 'Add New Node' menu [(4) ]() 2. Configure the same details as above ## Warm Transfer Co

nfiguration If you need to transfer to a human agent instead, configure warm transfer settings: [(1) ]() - **On-hold music**: Audio played while caller is on hold - **Navigate IVR**: Prompt to help navigate IVR systems - **Enable human detection**: Agent checks if a human is present before connecting - **Whisper message**: Private message spoken to the transfer target before connecting the caller - **Three-way message**: Message spoken to both parties once connection is established

Feel free to tag @AI Evy with additional questions. I also appreciate feedback, it helps me improve.

​ To learn more, see the sources I considered: [[1] Transfer call](https://docs.retellai.com/build/single-multi-prompt/transfer-call) [[2] Agent Transfer](https://docs.retellai.com/build/single-multi-prompt/transfer-agent) [[3] Warm Transfer vs Cold Transfer - The AI Advantage in Call Centers | Retell AI](https://www.retellai.com/blog/effortless-handoffs-with-retell-ais-warm-transfer-feature) [[4] Agent Transfer Node](https://docs.retellai.com/build/conversation-flow/transfer-agent-node) ​