How to Use GoHighLevel Transfer Bot

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How to Configure the Conversation AI Transfer Bot in GoHighLevel

This step-by-step guide explains how to configure the Conversation AI Transfer Bot Action in GoHighLevel, with a clear comparison to other work management tools like ClickUp so you can quickly understand the workflow logic. You will learn how to move conversations from AI to human agents, set conditions, and customize behavior without sacrificing automation.

The Conversation AI Transfer Bot Action lets you hand off an ongoing AI-powered chat to a human team member when specific rules are met. This is essential for escalations, sales-qualified leads, or any scenario where a live agent must take over.

What the GoHighLevel Conversation AI Transfer Bot Does

The Conversation AI Transfer Bot Action in GoHighLevel is designed to move a conversation out of the AI bot flow and assign it to a user or a team. Once the transfer happens, the AI bot stops replying and the selected human agent continues the conversation.

Typical use cases include:

  • Escalating complex support questions to a specialist
  • Routing hot leads directly to a closer or sales team
  • Sending billing-related chats to a finance representative
  • Handing off dissatisfied customers to a retention expert

By configuring this action correctly, you ensure that your GoHighLevel automations help your agents instead of replacing them at the wrong time.

Key Components of the GoHighLevel Transfer Bot Action

Before you start, it helps to understand each field in the Transfer Bot Action panel inside GoHighLevel.

People to Assign in GoHighLevel

This setting controls exactly who receives the conversation after transfer. You have three main options:

  • Specific User – Assigns the conversation to a single, designated user. Ideal for account managers or dedicated reps.
  • Round Robin – Distributes conversations evenly across selected users. Useful for shared sales or support teams.
  • Assigned User (Contact Owner) – Sends the conversation to the user who already owns the contact in GoHighLevel.

Choosing the right option ensures that conversations land with the correct human agent.

Team Selection in GoHighLevel

If you want to route chats to an entire group rather than a single user, you can assign the conversation to a team. When a team is selected, the conversation appears in that team’s conversation view, and team members can pick up and continue the thread.

This works well when you have:

  • A general support team
  • A dedicated sales team
  • A specialized technical or onboarding team

Conditions for Transfer in GoHighLevel

Conditions control when the AI should hand off to a human. You can configure logic such as:

  • Keywords or phrases that indicate complexity or escalation
  • Specific intent classifications from the Conversation AI
  • Stages in the conversation flow where human input is required

The more precise your conditions, the smoother your AI-to-human transitions will be.

Stop Conversation AI When Transferred

One key setting is whether to stop the Conversation AI when the transfer occurs. In most cases, you should enable this so the AI bot no longer sends messages after the human agent takes over. This prevents confusion and avoids overlapping replies.

However, there may be advanced workflows where you briefly keep the AI active for automated follow-ups. Use this carefully and test thoroughly in GoHighLevel.

Step-by-Step: Setting Up the Transfer Bot Action in GoHighLevel

Follow these steps to configure the Transfer Bot Action inside a Conversation AI workflow.

1. Open Your Conversation AI Workflow

  1. Log in to your GoHighLevel account.
  2. Go to the Automation or Workflows section, depending on your layout.
  3. Open the Conversation AI workflow where you want to add the transfer step.

Ensure you are working in the correct sub-account so your changes affect the right conversations.

2. Add the Transfer Bot Action

  1. Within the workflow canvas, click to add a new step or action.
  2. Search for or select Transfer Bot (or Conversation AI Transfer Bot Action) from the list.
  3. Drag it to the desired point in your flow and connect it to the previous step.

Place this action after the AI has gathered enough information to decide whether a human should take over.

3. Choose How to Assign the Conversation in GoHighLevel

  1. In the Transfer Bot Action settings, find the Assign To or People field.
  2. Select one of the following:
  • Specific User – Pick a named user from the dropdown.
  • Round Robin – Choose the users to include in the round robin pool.
  • Assigned User – Allow GoHighLevel to send the conversation to the existing contact owner.

Save or apply your selection so the workflow will route chats to the correct person.

4. (Optional) Assign to a Team in GoHighLevel

  1. Locate the Team field within the same action.
  2. Select the appropriate team if you want the conversation to appear in a shared team inbox.
  3. Confirm that the team members and their permissions are correct in your GoHighLevel settings.

Team assignment is especially helpful for 24/7 coverage or when multiple agents monitor the same queue.

5. Configure Conditions for Conversation Transfer

  1. Open the Conditions or Rules section of the Transfer Bot Action.
  2. Define when the transfer should trigger, for example:
  • When Conversation AI detects specific intents like “billing issue” or “speak to a human”.
  • When certain tags are added to the conversation.
  • After a defined number of unanswered AI prompts.
  1. Save the conditions so the workflow can evaluate them during live conversations.

Clear conditions avoid unnecessary transfers and ensure only qualified or complex cases reach your agents.

6. Decide Whether to Stop Conversation AI

  1. Locate the option such as Stop Conversation AI After Transfer or similar wording.
  2. Toggle it On if you want AI responses to stop immediately after the handoff. This is recommended for most setups.
  3. Toggle it Off only if you have a specific advanced workflow and have tested it thoroughly in GoHighLevel.

Stopping the AI at transfer keeps the experience clear for both the customer and the agent.

7. Save, Test, and Refine in GoHighLevel

  1. Click Save or Update on your workflow.
  2. Use test conversations (or a staging environment) to trigger the Transfer Bot Action.
  3. Confirm that conversations are routed to the right user or team and that AI stops when expected.
  4. Review conversation history and agent feedback to refine your conditions and routing choices.

Iterative testing helps you improve both response time and customer satisfaction.

Best Practices for Using GoHighLevel Conversation AI Transfers

  • Define clear escalation criteria so the AI knows exactly when to hand off.
  • Align teams and users with your business structure (sales, support, billing, etc.).
  • Train agents on how conversations arrive in GoHighLevel after transfer.
  • Monitor metrics such as response time and resolution rate to validate your setup.

When implemented with these practices, the Conversation AI Transfer Bot Action can significantly enhance your hybrid AI–human support model.

Additional Resources for GoHighLevel Users

For deeper workflow strategy, automation planning, and CRM optimization around GoHighLevel, you can explore expert resources at Consultevo.

To see the original product documentation and latest updates on the Conversation AI Transfer Bot Action, review the official help article here: GoHighLevel Conversation AI Transfer Bot Action.

By following the steps above, you can reliably move chats from AI to human agents in GoHighLevel, protecting the customer experience while still benefiting from automation.

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