Call Transfer

View as Markdown

Call Transfer

There are two ways an agent transfers a live call. Pick by how you built the agent.

You built the agent as…Transfer is configured by…
A single-prompt agent (prompt + tools)A transfer_call tool on the agent - set it from code with AgentTools
An agent crew (custom node code / custom LLM)Your node emits a transfer event (SDKAgentTransferConversationEvent)

Both bridge the call to the number you give, optionally with hold music while it connects.

Cold vs warm

The transfer method decides whether the caller lands directly on the destination or waits while the agent briefs the destination first.

Cold transfer (cold_transfer)

Direct connect. The destination is dialed and the caller is bridged straight through with no debrief. No hold music, no whisper, no three-way message.

Use for “send them to the front desk”, or any handoff where the destination does not need context before speaking.

Warm transfer (warm_transfer)

The agent calls the destination privately first (the “please hold” announcement plays to the caller, then the whisper plays to the destination alone). Once the destination is briefed, the agent bridges the caller in.

Warm transfer is the only method that supports the extra audio slots:

  • on_hold_music sets the audio the caller hears during the private briefing.
  • The whisper message tells the destination who is calling and why, before they hear the caller.
  • The three-way message plays to both parties at bridge time.

Use for anything where the destination needs a short handoff (“Caller reports issue X, prefers a callback tomorrow”).

Hold music applies to warm transfer, not cold. Cold is a direct connect with no window for audio, so on_hold_music has no effect on it. If a transfer connects but sounds blank, it is almost always a cold transfer with on_hold_music set. Switch to warm_transfer.

on_hold_music values: ringtone, relaxing_sound, uplifting_beats, none.

Single-prompt agents

Agent config lives in the branch/revision versioning model, and serving reads the live branch’s head revision. AgentTools handles that whole flow for you (open a draft → publish → make live), so a tool you add takes effect on the next call.

1from smallestai.atoms.helpers import AgentTools
2
3tools = AgentTools(api_key="sk_...") # or SMALLEST_API_KEY
4
5tools.add_transfer_call(
6 "AGENT_ID",
7 number="+15551234567",
8 transfer_type="cold_transfer", # or "warm_transfer"
9 on_hold_music="relaxing_sound", # warm only
10)

Inspect or remove:

1for t in tools.get_tools("AGENT_ID"):
2 print(t.type, t.name)
3
4tools.remove_tool("AGENT_ID", "transfer_call")

Do not write the legacy workflow document (PATCH /workflow/{id}) to set tools - under the branch model, serving ignores it on live calls, and the v1 drafts/versions endpoints are deprecated. Use AgentTools (or the branch API directly).

Agent crew

In a crew, the transfer is code. From a node (for example a @function_tool), emit SDKAgentTransferConversationEvent:

1from smallestai.atoms.crew.events import (
2 SDKAgentTransferConversationEvent,
3 TransferOption,
4 TransferOptionType,
5)
6
7@function_tool(name="transfer_call")
8async def transfer_call(self) -> None:
9 await self.send_event(
10 SDKAgentTransferConversationEvent(
11 transfer_call_number="+15551234567",
12 transfer_options=TransferOption(type=TransferOptionType.COLD_TRANSFER),
13 on_hold_music="relaxing_sound", # warm only; optional
14 )
15 )

Requires smallestai>=5.4.0. In that release on_hold_music is optional (defaults to None), and a crew agent reliably has the caller’s latest turn in context. Earlier versions could leave the context empty on the first turn, so the agent would greet once and then stay silent (and so never reach the transfer).

Steps to get a transfer working end to end

1

Use a real, reachable destination number

E.164 (for example +15551234567). The transfer only completes when the destination answers - a number that goes to voicemail or does not pick up shows up as no_answer / timeout on the transfer leg.

2

Choose cold or warm

transfer_type (single-prompt) or TransferOptionType (crew). Set on_hold_music if you want audio during a warm handover.

3

Tell the LLM when to transfer

The tool only fires if the model calls it. Put a clear instruction in the prompt, e.g. “If the caller asks for a human, an agent, or a specialist, call the transfer_call tool immediately.”

4

Verify from the call logs

Check the parent call and the transfer leg (client.atoms.calls.get(...)). A transfer leg with status: no_answer fired correctly but the destination did not pick up.

Troubleshooting

The transfer_call tool is not on the live config. For single-prompt agents, set it with AgentTools (the legacy workflow doc does not take effect under the branch model).

The transfer fired but the destination did not answer (or the caller hung up first). Use a number a human or agent will pick up.

The destination number is not answering (voicemail auto-reject, busy, or blocked). A common self-inflicted variant: transferring to your own line while you are the caller on the same device. Test with the destination on a separate phone.

You are using a cold transfer (direct connect, no music). For hold music during the handover, use a warm transfer and set on_hold_music.

LLM determinism. The model announced the intent but did not emit the transfer_call tool call. Two fixes:

  1. Tighten the prompt so the transfer step is unambiguous, e.g. “If the caller asks for a human, an agent, or a specialist, call the transfer_call tool immediately. Do not describe the transfer, just call the tool.”
  2. For crew agents, force the tool on the decisive turn by passing tool_choice="required" through chat(). See the tool_choice note on the BYOM page for the exact shape.

Do not set tool_choice="required" on every turn or the model will invent tool calls during normal conversation.

Upgrade to smallestai>=5.4.0. Earlier versions could leave the crew context empty on a turn, so the LLM had nothing to answer and stayed silent.

Crew transfer + inbound needs no dashboard config. The transfer event is emitted from the crew’s node code and inbound routing is a PATCH /agent/{id} field. Everything is code and API.

Runnable sample

The voice-agents/call_transfer cookbook sample covers cold, warm, inbound, and agent-to-agent shapes in one project, and ships an AGENTS.md so a coding agent can consume it without extra prompting.