Handoffs

Overview
Not sure where to begin? Explore our Getting started guidelines to set up your first AI Agent, review Key concepts to understand the essentials, or check out Improvement tactics to resolve issues and keep things running smoothly.

Your AI Agent learns from Knowledge and can also use features like Actions, Processes, Coaching, and more to automate and refine its responses. You can also define the AI Agent’s personality.

After setting up these core components, you can configure your AI Agent’s handoffs. Each Handoff defines how your AI Agent escalates customer conversations to human agents or support systems. It ensures a smooth transition by passing along relevant context.

This section covers how to manage handoffs in your AI Agent. You’ll learn about different handoff scenarios, how variables work within handoffs, and how to edit them as needed. Additionally, you’ll see how to view and manage handoff versions to keep conversations running smoothly when transferring to human agents or external systems.

Handoffs