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

# Transfer Sessions

Transfer Sessions is a monitoring and control page for live handoffs from an AI agent to a human agent on an external contact center platform.

Navigate to **Operate** > **Transfer Sessions** from the project sidebar.

When an AI agent cannot resolve a conversation and escalates it to a human representative, the platform initiates a transfer session with the configured external provider, such as Kore SmartAssist, Salesforce, ServiceNow, Five9, or Genesys. Each active or recently completed handoff appears as a row in the Transfer Sessions table. It allows administrators and operators to monitor the status of transferred sessions.

The platform polls agent-transfer sessions every 30 seconds to keep transfer states up-to-date. Use the **Refresh** button to force an immediate update.

## Prerequisites

Transfer sessions are only created when an external agent transfer integration is configured for the project.

Supported providers include:

* Kore SmartAssist
* Salesforce
* ServiceNow
* Five9
* Genesys

If no integration is configured, the Transfer Sessions table will remain empty even when agents trigger escalation actions.

To configure the integration, go to **Project Settings** > **Agent Transfer** and set up a connection.

## How is a Transfer Session Created

A transfer session is created automatically when an AI agent hands off to a human representative. This occurs when the agent's ABL contains a `HANDOFF` or `DELEGATE` block targeting a human escalation path.

The platform creates the session record, notifies the configured external provider, and the session immediately appears in the Transfer Sessions table with a **Pending** status.

When a transfer request is created, the corresponding escalation task is also visible in the **Inbox**.

## Session Lifecycle and Auto-Expiry

Transfer sessions are created with a TTL (time-to-live) that controls how long a session persists before being automatically removed.

The TTL resets on every message exchanged during the session, so active conversations do not expire mid-session.

### Default TTL by Channel

| Channel   | Default TTL | Notes                                                                                                                                                                                       |
| --------- | ----------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| chat      | 30 minutes  | TTL resets on every message. Active sessions do not expire mid-conversation.                                                                                                                |
| messaging | 30 minutes  | TTL resets on every message.                                                                                                                                                                |
| email     | 24 hours    | TTL resets on every message.                                                                                                                                                                |
| campaign  | 1 hour      | TTL resets on every message.                                                                                                                                                                |
| voice     | No expiry   | TTL = 0. By default, voice sessions never auto-expire and must be ended explicitly or via a provider disconnect event. Monitor voice sessions actively to avoid stale records accumulating. |

### Custom TTL Configuration

To configure custom values for TTL:

1. Navigate to **Settings** > **Agent Transfer** > **Session Lifecycle**.
2. TTL values are configured in minutes. For example, `2` indicates 2 minutes of inactivity, leading to session termination.

## Transferred Sessions

For each transferred session, the following details are presented.

| Field    | Description                                                                                                        |
| -------- | ------------------------------------------------------------------------------------------------------------------ |
| Contact  | Unique identifier associated with the end user.                                                                    |
| Agent    | The AI agent that initiated the transfer.                                                                          |
| Provider | The CCaaS provider handling the transferred session. Supported providers: smartassist, five9, salesforce, genesys. |
| Channel  | Communication channel used for the interaction - chat / voice / email / messaging / campaign.                      |
| Status   | Current state of the transferred session. See Session Status Values below.                                         |
| Queue    | Queue assigned by the destination provider, if available.                                                          |
| Duration | Time elapsed since the transfer was initiated.                                                                     |
| Actions  | Available actions that can be performed on the transferred session.                                                |

**Session Status Values**

| Status      | Description                                                                           |
| ----------- | ------------------------------------------------------------------------------------- |
| pending     | Transfer initiated.                                                                   |
| queued      | Placed in a queue, waiting for an agent.                                              |
| active      | Human agent connected.                                                                |
| post\_agent | Human agent disconnected and the session is in an After Call Work (ACW) or CSAT flow. |
| ended       | Session closed.                                                                       |

## Transfer Session Details

Click any row in the Transfer Sessions table to open the **Transfer Session Details** modal.

The modal shows the complete record for a single session and is the primary surface for diagnosing handoff issues.

| Field               | Description                                                                                                                                                                                                                          |
| ------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| Session ID          | Full composite session identifier used internally by the platform. Format: `agent_transfer:<uuid>:<conversationSessionId>:<channel>`. This ID uniquely identifies the session across the platform and the provider.                  |
| Contact ID          | Full UUID of the end-user contact associated with this transfer session. This is the untruncated version of the ID shown in the **Contact** column of the table.                                                                     |
| Agent               | Name of the AI agent that initiated the transfer.                                                                                                                                                                                    |
| Provider            | The external provider handling this transfer session (for example, smartassist, genesys, five9).                                                                                                                                     |
| Status              | Current lifecycle state of the session, shown as a colored badge. Same values as the table.                                                                                                                                          |
| Channel             | Communication channel of the originating conversation (for example, chat, voice, email).                                                                                                                                             |
| Provider Session ID | The session identifier assigned by the external provider for this transfer. Use this ID when cross-referencing the session in the provider's platform, such as Salesforce case records, Five9 call logs, or SmartAssist transcripts. |
| Timestamps          | Timestamps indicating when the session was created and last updated.                                                                                                                                                                 |
| Metadata            | A JSON block containing platform-level metadata for the session.                                                                                                                                                                     |
| Provider Data       | A JSON block containing provider-specific data returned by the external platform when the transfer was initiated. Fields vary by provider.                                                                                           |

## Transfer Session Actions

**End** - Marks the conversation as closed, ends the transfer session, and notifies the remote agent application.

**Refresh** - Forces an immediate poll of transfer sessions, bypassing the 30-second automatic refresh interval.
