Product
Platform overviewAI Employee BuilderWorkflow BuilderAppointment BookingKnowledge BaseCase InboxTesting StudioHuman HandoffAnalytics
Solutions
Automotive and repairHome servicesClinics and practicesAll industriesAI receptionistAppointment bookingLead qualificationAfter-hours cover Outbound follow-upIVR replacement
Company
PricingCustomers IntegrationsSecurity AboutContact
EnglishSvenskaالعربية
Log in

Home Platform Human Handoff

Human Handoff

The person who picks up already knows everything

A transfer that makes the customer start again is worse than no automation at all. Every escalation arrives with the full story attached.

WarmContext-carrying transfers
SLACountdown on every case
ZeroRepeat questions
What arrives with it

Six things, every time

Why it escalated

The exact rule or phrase that stopped the automation, not a vague flag.

What they asked for

In their words, with the relevant part of the transcript.

What has been collected

Every field gathered so far, so nothing is asked twice.

What was already done

Actions taken and their states, so nobody repeats or undoes them.

What to do next

The suggested next step based on the workflow you designed.

Time remaining

A live countdown against the response target you set.

By design

Escalation is a path, not a failure

Some calls should reach a person

Safety issues, distressed customers, anything past the authority you granted. The system is built to hand those over well, rather than to avoid handing them over.

Handoff, case 4103
ReasonSafety keyword, brakes
Raised16:47:22
CollectedReg, model, symptom
DoneBooking withheld deliberately
NextAdvise stop driving
Remaining4m 12s
Questions

Worth asking before you buy

What if nobody picks up?
It follows your escalation ladder to the next contact and records every attempt on the case, so you can see afterwards exactly who was tried and when.
How is the handoff delivered?
As a warm phone transfer plus the case on screen, and optionally an alert in Slack or Teams so whoever is free can pick it up.
Can the customer be told what is happening?
Yes, and it should be. You write what it says while transferring, so nobody sits in silence wondering whether the line dropped.
What if it escalates too often?
The analytics rank escalations by the rule that triggered them, so you can see which threshold is too tight and loosen just that one.
Does the countdown apply out of hours?
You set a separate target for out of hours, because a ten minute promise at three in the morning is a different commitment.

Hear a real escalation

On the demo, trigger the safety path and listen to what happens.