Configure a Transfer to Agent node
Select the team or agent that will receive the conversation and write a short handoff note.
Short answer
Select the team or agent that will receive the conversation and write a short handoff note. Confirm in Simulation that bot replies stop at this node and handoff details are produced.
Before you start
- The correct flow to edit
- Permission to change the flow
Step by step
Open Flow Builder → Transfer to Agent node
Go to Flow Builder → Transfer to Agent node from the main menu. Confirm that the selected record matches the task you are about to complete.
Configure a Transfer to Agent node
Select the team or agent that will receive the conversation and write a short handoff note.
Check the result
Confirm in Simulation that bot replies stop at this node and handoff details are produced.
Result checkIf it did not work
Check these
- If the screen or control is missing, check your user role and whether the feature is enabled for your account.
- If the action does not finish, send the exact on-screen error text to support.
Does this step look different in your panel?
We can review the screen and exact error text together.
This guide was checked against the product UI and code inventory on 29 August 2026.
