Transfer to Agent

What it is

Native tool that lets the agent transfer the conversation to another agent in the same organization. Useful to build flows with specialized agents where an “entry door” agent routes to the right team.

When to use

• Router agent: a generalist agent identifies intent and passes it to the specialist (sales, support, finance, etc.).
• Specialized squads: one agent qualifies, another onboards, another upsells — each focused on one stage.
• Topic separation: products agent vs. services agent vs. billing agent, each with its own prompt and tools.
• Complexity escalation: a light agent answers common questions; when something hard shows up, it transfers to an agent with a more robust model and more tools.

Configuration

1. In the agent’s Tools tab, click + Add Tool.
2. Under NATIVE TOOLS, pick Transfer to agent.
3. Toggle the switch at the top of the form.
4. Check the target agents in the list — you can pick one or many.
5. Changes save automatically on each selection.

Only active agents from the same organization appear. The agent being edited doesn’t appear (no self-transfer).

How the agent invokes

The agent decides to call this tool when:

• the user mentions a theme that matches another available agent’s description;
• the agent prompt guides routing (“if the user asks about billing, transfer to the Finance agent”);
• the case’s complexity exceeds the current agent’s scope.

After transfer, the destination agent takes over and answers from the next turn. Conversation context (prior messages) is kept — the new agent sees the history.

Limitations and notes

• Works only within the same organization. You can’t transfer to an agent in another org.
• Target agents must be active. Paused agents don’t appear in the list.
• Describe each agent well. The model decides who to transfer to based on the target agents’ name and description. Write clear descriptions on agents that will be transfer targets.
• No automatic loop guard. Nothing stops agent A transferring to B and B transferring back to A if the prompt says so. Care for flow design to avoid ping-pong.
• The tool disables itself if you uncheck all target agents.