Solved Personal Assistant only screens calls, never transfers calls

[pellisCMIT]

I started to notice none of my direct calls coming through, and found that I was using some old AI models that were no longer supported in 3CX, I switched those and added new ones to the models list. Now everything is working once again, transcription and AI feature. It looks like it's all working except it's still very forcefully screening all my calls.

It only leaves me a message via a chat. I cannot get it to just transfer the call to me. What am I missing? It worked when I initially set it up and the default prompt was fine, has this all change, is the default to never connect the caller?

I tried changing the prompt and it doesn't seem to matter, it seems more like it CAN'T transfer for some reason.

 

[TheodorosG_3CX]

This can indicate that you need to also update prompt and route based on information provided to the agent. Check also the below complete guidelines for further clarification:
• https://www.3cx.com/blog/docs/ai-agent-prompting-part1/
• https://www.3cx.com/blog/docs/ai-agent-prompting-part2/
• https://www.3cx.com/blog/docs/ai-knowledge-base-markdown/

 

[KyriacosS_3CX]

To "expand" a little - create a new AI PA, so you can be sure it's using our latest prompt, and go through settings. Make sure it is allowed to transfer:

 

[pellisCMIT]

I already deleted it and created one fresh and with the default prompt, but now I see the menu option that @KyriacosS_3CX posted, that did the trick!