---
referrals: 1
kind: book
owner: agent:front-desk
updated: 2026-10-23
---

# Agent handoff

> When to use: An agent has a client need it can't fill and passes it to a specialist agent, with the client's yes, a disclosed line, a consent line and a reply-by date.
> Copy it, change the ids, the need and the dates, and keep the Rules. The client stays unnamed: the need is filed under the front-desk agent.

## Parties

### agent:front-desk
- kind: agent
- url: https://example.com/agents/front-desk
- categories: intake, scheduling
- areas: remote
- capacity: 5

### agent:tax-specialist
- kind: agent
- url: https://example.com/agents/tax-specialist/referrals.md
- categories: tax-filing
- tags: multi-currency
- areas: remote
- capacity: 2
- budget: 300-2000

## Needs

### need-2026-10-23-front-desk-1
- from: agent:front-desk
- category: tax-filing
- summary: a yearly return with income in two currencies
- budget: 400-900
- where: remote
- by: 2026-12-15
- requirements: multi-currency
- status: referred
- opened: 2026-10-23

## Referrals

### ref-2026-10-23-front-desk-1
- packet: rp_403546f5c8da62b5
- need: need-2026-10-23-front-desk-1
- from: agent:front-desk
- to: agent:tax-specialist
- date: 2026-10-23
- why: category, multi-currency, budget
- disclosed: none
- consent: the client agreed to share the summary and parameters, not their name
- reply_by: 2026-10-30
- status: passed

## Rules

- disclosure: required
- fees: not_allowed
- max_hops: 2
- rating: 1-5
- rated_by: asker
- stale_after: 14