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

# How to transfer WA conversation from a Conversational to a Flow-based AI agent in Chatzy AI?

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.

***

### Requirements

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

***

### 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

***

### 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**.

***

### 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**.

***

### Step 4: Update the Base Prompt

Inside your agent’s **Base Prompt**, define **when** to trigger the webhook.\
Use the following instruction format:

```text theme={null}
When the <condition>, call the function `workflow_trigger`
```

Example:

```text theme={null}
When the user shares their email, call the function `workflow_trigger`
```

This ensures the AI knows exactly when to trigger the Journey webhook.

***

### End-to-End Example

#### 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.

#### 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:
     ```text theme={null}
     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**.