#Transfer Settings

Role	Access Level
Client Admin	Edit
Client Manager	Summary only
Client Staff	No section

#Overview

Transfer Settings lets authorised users manage the customer-safe parts of a project's transfer behaviour: whether after-hours transfers remain enabled, the approved destination label, and the caller-facing warmup and handoff messages.

The portal does not expose raw destination phone numbers, warm/cold transfer mechanics, fallback chains, ring-timeout tuning, or arbitrary destination creation. Those routing internals remain partner-managed. The page shows the saved working copy, the published runtime copy, provenance, and the runtime publish status so you can see whether the saved portal draft matches the live configuration.

#Prerequisites

You are signed in to the AiDial portal. See Signing In for instructions.
Your current session includes at least one in-scope project.
You are a Client Admin to save changes. Client Managers can review summaries only, and Client Staff do not receive this Settings section.

#Configuring Transfer Settings

Navigate to Settings > Transfer Settings, or open /settings?section=transfer-settings.
If more than one project is in scope, choose the project you want to review. A single in-scope project loads automatically.
Review the project summary, current after-hours transfer state, selected destination label, provenance, and runtime publish status.
Review the primary projection, published runtime projection, and any saved working projection.
If the panel is editable, choose whether after-hours transfers remain enabled.
Choose one approved destination label from the list. The saved change pins the approved option revision; the portal does not show or edit the underlying phone number.
Update the warmup message and handoff message using plain-text caller-facing copy.
Review the live preview, then select Save transfer settings. Use Reset changes to discard local edits or Reload latest to fetch the current server state.

#Field Reference

Field Name	Description	Validation Rules	Behaviour
Project	The in-scope project whose transfer settings are being reviewed or edited.	Required when more than one project is available. Out-of-scope project requests are rejected server-side without exposing other project identifiers.	A single in-scope project is selected automatically. Multiple projects require an explicit selection.
Allow after-hours transfers	Whether the partner-managed transfer flow remains available outside the project's current business-hours rules.	Required boolean value.	Loaded from the saved working copy when present; otherwise from the published runtime projection.
Destination label	The approved customer-safe destination label for this project.	Required. Must be selected from the approved destination options returned for the project. The label is capped at 160 plain-text characters.	The portal pins the selected option revision on save. It does not expose destination phone numbers or allow new destination creation.
Warmup message	Caller-facing copy used before the transfer is connected.	Required. 1 to 160 plain-text characters after trimming; line endings are normalised to spaces.	Loaded from the current projection and shown in the preview before saving.
Handoff message	Caller-facing copy used when the call is handed off.	Required. 1 to 160 plain-text characters after trimming; line endings are normalised to spaces.	Loaded from the current projection and shown in the preview before saving.
Runtime publish status	Whether the saved working copy matches the published runtime copy.	Read only. Values include published, pending publish, and not publish-ready states.	Changes can save a portal working copy while the runtime status remains pending or not publish-ready.
Projections and provenance	Read-only summaries of the primary, saved working, and published runtime views.	Read only. Some runtime states may be rendered summary-only.	Unsupported or unverifiable runtime states remain visible as summaries but cannot be edited from the portal.

#Empty State

If your session has no in-scope projects, the page displays No in-scope projects available and does not show save controls.

If your session has multiple in-scope projects, the page asks you to choose a project before loading transfer settings. If the selected project's transfer settings cannot be resolved safely, the page displays a temporary unavailable state with Reload latest.

If your role is restricted, the page displays a restricted message and does not show project detail or save controls.

#Security and Scope

The browser uses your signed-in portal session. You do not need to enter or send an API key.

Transfer settings are checked against your role and project scope. Saves may be rate-limited, and out-of-scope project requests or disallowed writes fail without exposing other project identifiers.

#Common Issues

Issue	Resolution
Cannot access transfer settings	Client Staff do not receive this Settings section. Contact your Client Administrator.
No save button is shown	Your role may be summary-only, the runtime state may require partner-managed workflow, or the project may not have an editable customer-safe projection. Review the summary and contact your delivery partner if a change is required.
Cannot add a phone number or reorder destinations	The portal only supports choosing from approved destination labels. Phone numbers, routing order, transfer mechanics, and fallback chains remain partner-managed.
Destination must be reselected	The previously saved destination may have been retired or changed. Choose a currently approved destination label before saving again.
Save was rejected because settings changed elsewhere	Select Reload latest, review the current state, and apply the change again.
Transfer-setting changes are rate-limited	Wait for the retry period shown by the page before saving again.
Transfer settings are temporarily unavailable	Select Reload latest. If the unavailable state remains, contact your delivery partner because the source configuration or approved destination registry may need correction.