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Documentation Index

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This guide explains how to transfer an active WhatsApp conversation from a Conversational AI Agent to a Flow-Based AI Agent in Chatzy AI.
The transfer relies on configuring both a Journey and the Conversational AI Agent to communicate through a webhook.

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Requirements

  • A Conversational AI Agent (to handle natural conversation).
  • A Flow-Based AI Agent (to which you want to transfer conversation).

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Step 1: Create a Journey and Webhook

  1. Navigate to Journeys in the left menu.
  2. Click Create Journey → choose Blank Journey.
  3. Set the Trigger as Inbound Webhook.
  4. Set contact identifier to Conversation ID
  5. Save the webhook and copy the webhook endpoint URL.
It only works when the Contact identifier is Conversation ID

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Step 2: Configure Journey to Handle the Webhook

  1. In the journey, click + Add → Action → Transfer to AI Agent.
  2. Select the AI Agent you want to transfer the conversation to.
  3. Save and Publish the Journey.

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Step 3: Configure the Conversational AI Agent

  1. Open your Conversational AI Agent.
  2. Go to Settings → Tools.
  3. Enable Trigger Journey.
  4. Paste the webhook endpoint you copied earlier into the Webhook Endpoint field.

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Step 4: Update the Base Prompt

Inside your agent’s Base Prompt, define when to trigger the webhook.
Use the following instruction format: 
When the <condition>, call the function `workflow_trigger`
Example: 
When the user shares their email, call the function `workflow_trigger`
This ensures the AI knows exactly when to trigger the Journey webhook.

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End-to-End Example

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Scenario

You run a WhatsApp chatbot that first qualifies leads. Once a lead is successfully qualified, the chatbot should transfer the conversation to a Booking AI Agent to complete the scheduling process.

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Setup

  1. Create Journey
    • Trigger → Inbound Webhook
    • Action → Transfer to AI Agent: Booking Agent
    • Save & Publish
  2. Conversational AI Agent (Lead Qualification Bot)
    • Go to Settings → Tools → Trigger Journey
    • Paste webhook endpoint from the Journey
    • Update Base Prompt with: 
      When the lead is qualified and ready to book, call the function `workflow_trigger`
  3. Flow
    • User interacts with the Lead Qualification Bot (answers questions, provides details).
    • Once the user is marked as qualified, the bot triggers the webhook.
    • Journey starts → transfers the conversation to the Booking AI Agent.
    • Booking Agent continues by helping the user select a slot and confirm the appointment.
✅ With this setup, your Conversational AI Agent can seamlessly hand off tasks to a Journey, making your automation smarter, context-aware, and collaborative.