Handing Over to a Person
The AI hands over cleanly when a person is needed.
Triggers
Choose what makes the AI hand over.
Summary for the Agent
The agent sees a summary.
Hand Back to AI
Return the conversation to the AI when you are done.
Steps at a glance
- Open HandoffGo to Settings → AI → AI Handoff.
- Set TriggersChoose when the AI hands over.
- Read the SummaryThe agent sees a summary of the conversation so far.
- Hand Back to AIWhen done, choose Hand Back to AI.
Frequently asked
What Can Trigger a Handover?
The triggers you set, such as a customer asking for a person.
Does the Customer Repeat Themselves?
No. The agent gets a summary.
Can the AI Take Over Again?
Yes, with Hand Back to AI.
Next step
Apply this to your own deployment
This guide describes decisions we make on live platforms. Tell us your channels, systems and region and we will map it to an architecture outline, a provisioning plan and an indicative commercial model — usually within one business day.