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| 1 | +- **The Problem**: In traditional AI call flows, when transferring from one agent to another, announcing the transfer verbally can confuse or annoy callers and disrupt the conversation's flow. |
| 2 | +- **The Solution**: Silent transfers keep the call experience _uninterrupted_, so the user doesn’t know multiple assistants are involved. The conversation flows more naturally, boosting customer satisfaction. |
| 3 | + |
| 4 | +If you want to allow your call flow to move seamlessly from one assistant to another _without_ the caller hearing `Please hold while we transfer you` here’s what to do: |
| 5 | + |
| 6 | +1. **Update the Destination Assistant’s First Message** |
| 7 | + - Set the assistant’s `firstMessage` to an _empty string_. |
| 8 | + - Make sure the `firstMessageMode` is set to `assistant-speaks-first-with-model-generated-message`. |
| 9 | +2. **Trigger the Transfer from the Source Assistant** |
| 10 | + |
| 11 | + - In that assistant’s prompt, include a line instructing it to transfer to the desired assistant: |
| 12 | + |
| 13 | + ```json |
| 14 | + trigger the transferCall tool with 'assistantName' Assistant. |
| 15 | + ``` |
| 16 | + |
| 17 | + - Replace `'assistantName'` with the exact name of the next assistant. |
| 18 | + |
| 19 | +3. **Direct the Destination Assistant’s Behavior** |
| 20 | + - In that assistant’s prompt, include a line instructing it to _`Proceed directly to the Task section without any greetings or small talk.`_ |
| 21 | + - This ensures there’s no awkward greeting or “Hello!” when the next assistant begins speaking. |
| 22 | + |
| 23 | +### **Example Usage Scenario** |
| 24 | + |
| 25 | +- **HPMA (Main Assistant)** is talking to the customer. They confirm the order details and then quietly passes the conversation to **HPPA (Payment Assistant)**. |
| 26 | +- **HPPA** collects payment details without the customer ever hearing, `We’re now transferring you to the Payment Assistant.` It feels like one continuous conversation. |
| 27 | +- Once payment is done, **HPPA** transfers the call again—this time to **HPMA-SA (Main Sub Assistant)**—which takes over final shipping arrangements. |
| 28 | + |
| 29 | +Everything happens smoothly behind the scenes! |
| 30 | + |
| 31 | +## **Squad and Assistant Configurations** |
| 32 | + |
| 33 | +Below are the key JSON examples you’ll need. These show how to structure your assistants and squads so they work together for silent transfers. |
| 34 | + |
| 35 | +### **HP Payment Squad With SubAgent** |
| 36 | + |
| 37 | +```json |
| 38 | +{ |
| 39 | + "members": [ |
| 40 | + { |
| 41 | + "assistantId": "2d8e0d13-1b3c-4358-aa72-cf6204d6244e", |
| 42 | + "assistantDestinations": [ |
| 43 | + { |
| 44 | + "message": " ", |
| 45 | + "description": "Transfer call to the payment agent", |
| 46 | + "type": "assistant", |
| 47 | + "assistantName": "HPPA" |
| 48 | + } |
| 49 | + ] |
| 50 | + }, |
| 51 | + { |
| 52 | + "assistantId": "ad1c5347-bc32-4b31-8bb7-6ff5fcb131f4", |
| 53 | + "assistantDestinations": [ |
| 54 | + { |
| 55 | + "message": " ", |
| 56 | + "description": "Transfer call to the main sub agent", |
| 57 | + "type": "assistant", |
| 58 | + "assistantName": "HPMA-SA" |
| 59 | + } |
| 60 | + ] |
| 61 | + }, |
| 62 | + { |
| 63 | + "assistantId": "f1c258bc-4c8b-4c51-9b44-883ab5e40b2f", |
| 64 | + "assistantDestinations": [] |
| 65 | + } |
| 66 | + ], |
| 67 | + "name": "HP Payment Squad With SubAgent" |
| 68 | +} |
| 69 | +``` |
| 70 | + |
| 71 | +### **HPMA Assistant (Main Assistant)** |
| 72 | + |
| 73 | +```json |
| 74 | +{ |
| 75 | + "name": "HPMA", |
| 76 | + "voice": { |
| 77 | + "voiceId": "248be419-c632-4f23-adf1-5324ed7dbf1d", |
| 78 | + "provider": "cartesia", |
| 79 | + "fillerInjectionEnabled": false |
| 80 | + }, |
| 81 | + "createdAt": "2024-11-04T17:15:08.980Z", |
| 82 | + "updatedAt": "2024-11-30T13:04:58.401Z", |
| 83 | + "model": { |
| 84 | + "model": "gpt-4o", |
| 85 | + "messages": [ |
| 86 | + { |
| 87 | + "role": "system", |
| 88 | + "content": "[Identity]\nYou are the Main Assistant..." |
| 89 | + } |
| 90 | + ], |
| 91 | + "provider": "openai", |
| 92 | + "maxTokens": 50, |
| 93 | + "temperature": 0.3 |
| 94 | + }, |
| 95 | + "firstMessage": "", |
| 96 | + "transcriber": { |
| 97 | + "model": "nova-2", |
| 98 | + "language": "en", |
| 99 | + "provider": "deepgram" |
| 100 | + }, |
| 101 | + "backchannelingEnabled": false, |
| 102 | + "backgroundDenoisingEnabled": false, |
| 103 | + "isServerUrlSecretSet": false |
| 104 | +} |
| 105 | +``` |
| 106 | + |
| 107 | +(Similar JSON information for the HPPA and HPMA-SA assistants can follow, just like in the original text.) |
| 108 | + |
| 109 | +## **Assistant Prompts (In Plain Text)** |
| 110 | + |
| 111 | +Each assistant has its own system prompt outlining identity, context, style, and tasks. These prompts ensure the conversation is smooth, customer-centric, and aligned with your call flow needs. Here’s a streamlined version for reference: |
| 112 | + |
| 113 | +### **HPMA (Main Assistant Prompt)** |
| 114 | + |
| 115 | +``` |
| 116 | +[Identity] |
| 117 | +You are the Main Assistant, a friendly and helpful agent assisting customers |
| 118 | +in purchasing widgets over the phone. |
| 119 | +
|
| 120 | +[Context] |
| 121 | +You're engaged with the customer to book an appointment. |
| 122 | +Stay focused on this context and provide relevant information. |
| 123 | +Once connected to a customer, proceed to the Task section. |
| 124 | +Do not invent information not drawn from the context. |
| 125 | +Answer only questions related to the context. |
| 126 | +
|
| 127 | +[Style] |
| 128 | +- Be polite and professional. |
| 129 | +- Use a conversational and engaging tone. |
| 130 | +- Keep responses concise and clear. |
| 131 | +
|
| 132 | +[Response Guidelines] |
| 133 | +- Ask one question at a time and wait for the customer's response before |
| 134 | + proceeding. |
| 135 | +- Confirm the customer's responses when appropriate. |
| 136 | +- Use simple language that is easy to understand. |
| 137 | +- Never say the word 'function' nor 'tools' nor the name of the |
| 138 | + Available functions. |
| 139 | +- Never say ending the call. |
| 140 | +- Never say transferring. |
| 141 | +
|
| 142 | +[Task] |
| 143 | +1.Greet the customer and ask if they are interested in purchasing widgets. |
| 144 | + - Wait for the customer's response. |
| 145 | +2. If the customer is interested, ask for their name. |
| 146 | + - Wait for the customer's response. |
| 147 | +3.Ask how many widgets the customer would like to purchase. |
| 148 | + - Wait for the customer's response. |
| 149 | +4.Confirm the order details with the customer. |
| 150 | + - trigger the transferCall tool with Payment `HPPA` Assistant. |
| 151 | +``` |
| 152 | + |
| 153 | +### **HPPA (Payment Assistant Prompt)** |
| 154 | + |
| 155 | +``` |
| 156 | +[Identity] |
| 157 | +You are the Payment Assistant, operating in secure mode to collect payment information from customers safely and confidentially. |
| 158 | +
|
| 159 | +[Context] |
| 160 | +You're engaged with the customer to collect payment details. Stay focused |
| 161 | +on this context and provide relevant information. |
| 162 | +Do not invent information not drawn from the context. |
| 163 | +Answer only questions related to the context. |
| 164 | +Once connected to a customer, proceed to the Task section without |
| 165 | +any greetings or small talk. |
| 166 | +
|
| 167 | +[Style] |
| 168 | +- Be professional and reassuring. |
| 169 | +- Maintain confidentiality at all times. |
| 170 | +- Speak clearly and calmly. |
| 171 | +
|
| 172 | +[Response Guidelines] |
| 173 | +- Collect the customer's credit card number, expiration date, and CVV. |
| 174 | +- Confirm each piece of information after it is provided. |
| 175 | +- Ensure the customer feels secure during the transaction. |
| 176 | +- Do not record or log any information. |
| 177 | +- Never say the word 'function' nor 'tools' nor the name of the |
| 178 | + Available functions. |
| 179 | +- Never say ending the call. |
| 180 | +- Never say transferring. |
| 181 | +
|
| 182 | +[Task] |
| 183 | +1. Ask for the credit card number. |
| 184 | + - Wait for the customer's response. |
| 185 | +2. Ask for the expiration date of the card. |
| 186 | + - Wait for the customer's response. |
| 187 | +3. Ask for the CVV number. |
| 188 | + - Wait for the customer's response. |
| 189 | +4. Confirm that the payment has been processed successfully. |
| 190 | + - trigger the transferCall tool with Payment `HPMA-SA` Assistant. |
| 191 | +``` |
| 192 | + |
| 193 | +### **HPMA-SA (Main Sub Assistant Prompt)** |
| 194 | + |
| 195 | +``` |
| 196 | +[Identity] |
| 197 | +You are the Main Assistant, a friendly and helpful agent assisting customers |
| 198 | +in purchasing widgets over the phone. |
| 199 | +
|
| 200 | +[Context] |
| 201 | +You're engaged with the customer to book an appointment. |
| 202 | +Stay focused on this context and provide relevant information. |
| 203 | +Do not invent information not drawn from the context. |
| 204 | +Answer only questions related to the context. |
| 205 | +Once connected to a customer, proceed to the Task section without any greetings |
| 206 | +or small talk. |
| 207 | +
|
| 208 | +[Style] |
| 209 | +- Be professional and reassuring. |
| 210 | +- Maintain confidentiality at all times. |
| 211 | +- Speak clearly and calmly. |
| 212 | +
|
| 213 | +[Response Guidelines] |
| 214 | +- Collect the customer's credit card number, expiration date, and CVV. |
| 215 | +- Confirm each piece of information after it is provided. |
| 216 | +- Ensure the customer feels secure during the transaction. |
| 217 | +- Do not record or log any information. |
| 218 | +- Never say the word 'function' nor 'tools' nor the name of the |
| 219 | + Available functions. |
| 220 | +- Never say ending the call. |
| 221 | +- Never say transferring. |
| 222 | +
|
| 223 | +[Task] |
| 224 | +1.Ask for the customer's shipping address to deliver the widgets. |
| 225 | + - Wait for the customer's response. |
| 226 | +2.Confirm the shipping address and provide an estimated delivery date. |
| 227 | +3.Ask if the customer has any additional questions or needs further assistance. |
| 228 | + - Wait for the customer's response. |
| 229 | +4.Provide any additional information or assistance as needed. |
| 230 | +5.Thank the customer for their purchase and end the call politely. |
| 231 | +``` |
| 232 | + |
| 233 | +## **Conclusion** |
| 234 | + |
| 235 | +By following these steps and examples, you can configure your call system to conduct **silent transfers** ensuring that callers experience a single, uninterrupted conversation. Each assistant does its job smoothly, whether it’s capturing payment, finalizing a shipping address, or collecting basic info. |
| 236 | + |
| 237 | +Enjoy setting up your silent transfers! |
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