> ## Documentation Index
> Fetch the complete documentation index at: https://docs.teamfollowup.ai/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> Use the public API base URL: https://api.teamfollowup.ai/api.
> Authenticate public API requests with Authorization: Bearer YOUR_API_KEY.
> Use product-owned terms: agents, campaigns, projects (GoHighLevel sub-accounts), contacts, calls, outcomes, skills, cadences, phone numbers.
> Scope requests by locationId rather than projectName.
> Read the guide linked from each API reference group before recommending an endpoint.

# Live Transfer

> Configure where this capability sends callers and what it says during the handoff.

Live Transfer connects a caller to a person while the call is still active.
Add the capability in **Skills & Tools**, then configure its destination and
handoff message. These settings belong to that capability on the selected campaign.

## Choose a destination

Under **Who takes these calls**, pick **The rep assigned to the lead**, **A
team** or **One specific person**, or type a phone number.

With **The rep assigned to the lead**, the **Fallback rep** takes the call when
the lead has nobody assigned in your CRM, or that rep has no phone number. It is
not tried when the assigned rep doesn't answer: the agent offers a callback
instead.

<img className="block dark:hidden" src="https://mintcdn.com/teamfollowupai/QX4GFVxyRVTtiDDs/images/skills/fallback-rep-light.png?fit=max&auto=format&n=QX4GFVxyRVTtiDDs&q=85&s=dff0586b3e4878519ae746652d35905c" alt="Transferring to the rep assigned to the lead. If the rep answers, the caller is connected. If nobody is assigned, the fallback rep takes the call. If the rep doesn't answer, the agent offers a callback." width="1000" height="400" data-path="images/skills/fallback-rep-light.png" />

<img className="hidden dark:block" src="https://mintcdn.com/teamfollowupai/QX4GFVxyRVTtiDDs/images/skills/fallback-rep-dark.png?fit=max&auto=format&n=QX4GFVxyRVTtiDDs&q=85&s=3f7999ea9d3114b4c05e6559dd4007f1" alt="Transferring to the rep assigned to the lead. If the rep answers, the caller is connected. If nobody is assigned, the fallback rep takes the call. If the rep doesn't answer, the agent offers a callback." width="1000" height="400" data-path="images/skills/fallback-rep-dark.png" />

**Advanced routing** sends callers to different people based on conditions you
write, like "the caller speaks Spanish". The agent picks the route whose
condition fits the call, and **Default** covers everything else. Review existing
routes before changing the default: a matching route can select another
destination.

## Set the handoff message

The handoff message is what the agent says as it transfers. **When should the
agent use this?** controls when it offers a transfer. Changing either should
preserve the destination and the other installed abilities.

## In the API

* [Update campaign](/api-reference/campaigns/update-campaign) installs or edits it under `capabilities.live_transfer`: the destination as `config.transferNumber` or `config.transferToAssignedUser`, the handoff line as `config.transferMessage`
* [Get campaign](/api-reference/campaigns/get-campaign) reads the current setting
* [The tool library](/skills/tool-library) lists every capability
