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:

  1. 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).
  2. Leave the group's AI Leads Distribution Type on Separate - AI-qualified leads then dial through the bot first, never straight to a human.
  3. 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).
  4. 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 bot

In 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.



Did this page help you?