How Can I Set up a New Group Where the AI Bot Always Speaks First, and Humans Only Take Transfers?
Answer
"Bot qualifies first, human closes" is the default outbound flow - there is no special transfer configuration on the Dialer side.
To build it with a new group:
- Create the group with a filter targeting your campaign, and put both your human agents' skill group and the bot flow's skill group in it (or use one shared skill group for both).
- Leave the group's AI Leads Distribution Type on Separate - AI-qualified leads then dial through the bot first, never straight to a human.
- Connect the transfer webhook on the vendor side. After you save the bot flow, the Dialer shows the transfer webhook URL, the Bearer secret, and ready-made tool definitions to paste into your Vapi/ElevenLabs agent (Vapi also has an automatic Set it for me option).
- Make sure human agents are logged in to the same group - a transfer always goes to whoever is free in the lead's group; the bot never picks a specific person.
When the bot decides to transfer, the dialer plays hold ringing to the lead, searches the group for a free human (within the group's available agent search timeout), connects them, and shows the human a screen-pop with the AI conversation summary. If no human frees up before the lead hangs up, the call is recorded as an AI drop - the summary is still saved on the lead.
Only leads from AI-allowed countries reach the botIn this setup, leads whose country is not on your AI allowed-countries list still dial directly to the humans in the group, as regular predictive calls.
Updated 3 days ago
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