{"id":18002,"date":"2017-08-22T17:58:19","date_gmt":"2017-08-22T17:58:19","guid":{"rendered":"http:\/\/developer.kore.ai\/developer-2\/?post_type=docs&#038;p=11862"},"modified":"2021-03-25T06:57:16","modified_gmt":"2021-03-25T06:57:16","slug":"working-with-the-agent-transfer-node","status":"publish","type":"post","link":"https:\/\/developer.kore.ai\/v7-0\/docs\/bots\/bot-builder-tool\/dialog-task\/working-with-the-agent-transfer-node\/","title":{"rendered":"Working with the Agent Transfer Node"},"content":{"rendered":"<section class=\"l-section wpb_row height_auto\"><div class=\"l-section-h i-cf\"><div class=\"g-cols vc_row type_default valign_top\"><div class=\"vc_col-sm-12 wpb_column vc_column_container\"><div class=\"vc_column-inner\"><div class=\"wpb_wrapper\">\r\n\t<div class=\"wpb_text_column \">\r\n\t\t<div class=\"wpb_wrapper\">\r\n\t\t\t<p><span style=\"font-weight: 400\">The <strong>Agent Transfer node<\/strong> transfers the communications from the bot to a live agent. You can use Agent Transfer node in a conditional dialog flow to move a user to a conversation with a live agent when, for example, the Bot cannot identify the user intent, or when tone analysis indicates the user is not satisfied with the bot communication, or on manual request by a user. <\/span><br \/>\n<span style=\"font-weight: 400\">When a user is transferred using the Agent Transfer node, the Dialog task ends and the agent controls the remaining portion of the conversation. <\/span><span style=\"font-weight: 400\">The Bots Platform supports integration with <\/span><i><span style=\"font-weight: 400\">FreshDesk<\/span><\/i><span style=\"font-weight: 400\"> using the Agent Transfer node.<\/span><\/p>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n<div class=\"w-separator size_small with_line width_default thick_1 style_solid color_border align_center\"><div class=\"w-separator-h\"><\/div><\/div>\r\n\t<div class=\"wpb_text_column \">\r\n\t\t<div class=\"wpb_wrapper\">\r\n\t\t\t<h3><span class=\"ez-toc-section\" id=\"Before_you_Begin_Registering_the_App\"><span style=\"font-weight: 400\">Before you Begin: Registering the App<\/span><\/span><\/h3>\n<p><span style=\"font-weight: 400\">To configure an Agent Transfer node in your Dialog task, you need to create an app and generate registration credentials using the Kore.ai SDK. <\/span><span style=\"font-weight: 400\">These credentials are required to exchange messages between your application and the Kore.ai Bots Platform.<\/span><\/p>\n<p>Follow these steps to do so:<\/p>\n<ol>\n<li>Hover over the side-navigation panel of the bot, and click <strong>API Extensions<\/strong>. The BotKit SDK tab opens by default.<\/li>\n<li>Click <strong>Agent Transfer<\/strong>.<br \/>\n<a ref=\"magnificPopup\" href=\"\/wp-content\/uploads\/sites\/11\/Apps-3.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-17554\" src=\"\/wp-content\/uploads\/sites\/11\/Apps-3.png\" alt=\"\" width=\"820\" height=\"461\" \/><\/a><\/li>\n<li>On the Agent Transfer page, click the <strong>Add<\/strong> button next to the <strong>App Name<\/strong> drop-down list.\u00a0The <strong>Create App<\/strong> dialog opens.<\/li>\n<li>In the <strong>App Name<\/strong> field, enter the name of the app registration, for example, SDK App, and then click <strong>Next<\/strong>.<\/li>\n<li>The <strong>Client ID<\/strong> and <strong>Client Secret<\/strong> are generated along with the App Created Successfully message.<a ref=\"magnificPopup\" href=\"\/wp-content\/uploads\/sites\/11\/App-slider-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-14386\" src=\"\/wp-content\/uploads\/sites\/11\/App-slider-1.png\" alt=\"\" width=\"654\" height=\"390\" \/><\/a><\/li>\n<li>Click <strong>Done. <\/strong>Additional configuration fields appear.<\/li>\n<li>In the <strong>Callback URL<\/strong> field displayed, enter the URL for your application that you want Kore.ai to push data to, for example, https:\/\/koremessenger.com\/postURL.<\/li>\n<li>Define how <strong>sensitive information<\/strong> should be handled. If there is a need to share unmasked data when an Agent session is in progress, even when <a href=\"\/docs\/bots\/bot-settings\/pii-data-masking\/\">PII redaction is enabled<\/a>, select the &#8220;<em>Do not mask and send original data to Agent BotKit<\/em>&#8220;. Else go with the default setting of &#8220;<em>Mask and send sensitive data to Agent BotKit<\/em>&#8220;<\/li>\n<li>Indicate if your URL is behind a firewall and a <strong>Connector<\/strong> has to be used.<\/li>\n<\/ol>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n<div class=\"w-separator size_small with_line width_default thick_1 style_solid color_border align_center\"><div class=\"w-separator-h\"><\/div><\/div>\r\n\t<div class=\"wpb_text_column \">\r\n\t\t<div class=\"wpb_wrapper\">\r\n\t\t\t<h3><span class=\"ez-toc-section\" id=\"Setting_up_the_Agent_Transfer_Node\"><span style=\"font-weight: 400\">Setting up the Agent Transfer Node<\/span><\/span><\/h3>\n<p><span style=\"font-weight: 400\">Setting up an Agent Transfer node in a Dialog task involves the following steps:<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Open the Dialog task in which you want to add the Agent Transfer node.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Hover over a node next to which you want to add the node, and click the <\/span><span style=\"font-weight: 400\">plus <\/span><span style=\"font-weight: 400\">icon on it. <\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Click the <\/span><span style=\"font-weight: 400\">Plus <\/span><span style=\"font-weight: 400\">icon that appears after the node, and then select <\/span><b>Agent Transfer &gt; New agent transfer node<\/b><span style=\"font-weight: 400\">. <\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">The Component Properties panel for the entity opens. <\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Enter a name for the node, for example,<\/span><i><span style=\"font-weight: 400\"> LiveAgent<\/span><\/i><span style=\"font-weight: 400\">.<\/span><\/li>\n<li style=\"font-weight: 400\">The other settings are auto-filled based on your Agent Transfer SDK configuration. Got to \u00a0<b>API Extensions<\/b> for modifying any settings.<\/li>\n<\/ol>\n\r\n\t\t<\/div>\r\n\t<\/div>\r\n<div class=\"w-separator size_small with_line width_default thick_1 style_solid color_border align_center\"><div class=\"w-separator-h\"><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/section>\n","protected":false},"excerpt":{"rendered":"The Agent Transfer node transfers the communications from the bot to a live agent. You can use Agent Transfer node in a conditional dialog flow to move a user to a conversation with a live agent when, for example, the Bot cannot identify the user intent, or when tone analysis indicates the user is not...","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[29],"tags":[],"class_list":["post-18002","post","type-post","status-publish","format-standard","hentry","category-dialog-task"],"_links":{"self":[{"href":"https:\/\/developer.kore.ai\/v7-0\/wp-json\/wp\/v2\/posts\/18002","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/developer.kore.ai\/v7-0\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/developer.kore.ai\/v7-0\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/developer.kore.ai\/v7-0\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/developer.kore.ai\/v7-0\/wp-json\/wp\/v2\/comments?post=18002"}],"version-history":[{"count":6,"href":"https:\/\/developer.kore.ai\/v7-0\/wp-json\/wp\/v2\/posts\/18002\/revisions"}],"predecessor-version":[{"id":21635,"href":"https:\/\/developer.kore.ai\/v7-0\/wp-json\/wp\/v2\/posts\/18002\/revisions\/21635"}],"wp:attachment":[{"href":"https:\/\/developer.kore.ai\/v7-0\/wp-json\/wp\/v2\/media?parent=18002"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/developer.kore.ai\/v7-0\/wp-json\/wp\/v2\/categories?post=18002"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/developer.kore.ai\/v7-0\/wp-json\/wp\/v2\/tags?post=18002"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}