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Human Handoff

Your AI assistant knows when to step aside and connect customers with a real person.

When the AI Hands Off

The AI automatically connects customers to your team when:

  • It can't answer confidently — the question doesn't match your knowledge base or product catalog
  • The customer asks for a person — "Can I talk to someone?", "I want to speak to an agent", etc.
  • The customer seems frustrated — repeated questions, complaints, or negative tone

What the Customer Experiences

  1. The AI lets the customer know a team member is being connected
  2. Your team gets notified about the conversation
  3. A team member picks up the conversation and responds directly
  4. The customer gets seamless help without having to repeat themselves — your team sees the full chat history

Taking Over Manually

Your team can also jump into any AI conversation at any time:

  1. Open the conversation in the dashboard
  2. Click Take Over
  3. The AI steps aside and you respond directly

Turning AI Back On

Once you've resolved the issue, you can turn the AI back on:

  1. Click the AI toggle in the conversation
  2. The AI picks up where it left off

This is great for situations where a customer needed human help for one specific issue but can be handled by the AI for everything else.