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Human Handoff Scenarios

Configure specific questions or intents that should always be handled by human agents. When a visitor’s message matches a configured scenario, the bot will automatically collect their information and connect them with your team.

Feature Overview

Human Handoff Scenarios use AI intent matching to intelligently detect when a visitor needs human assistance. Instead of relying on exact keyword matches, you can describe scenarios in natural language and the AI will understand when to trigger a handoff.

Plan Availability

This feature is available on Pro and Turbo plans.

Setting Up Handoff Scenarios

  1. Navigate to Behavior > Human Handoff in your dashboard
  2. Click Add Scenario
  3. Describe when to handoff in natural language
  4. Optionally provide a custom response message
  5. Click Add Scenario

Example Scenarios

Sales Inquiries

  • “When someone asks about enterprise pricing”
  • “Custom integration or development requests”
  • “Partner or reseller inquiries”

Support Issues

  • “Technical support requests”
  • “Billing or account issues”
  • “Feature requests or custom development”

How It Works

When a visitor sends a message:
  1. Intent Matching: AI analyzes the message against your configured scenarios
  2. Match Detection: If a scenario matches, handoff is triggered
  3. Info Collection: Bot asks for visitor’s email and name
  4. Live Support Created: A live support session is created
  5. Team Notified: You receive an email notification

Best Practices

Be Specific

  • Good: “When someone asks about enterprise pricing plans”
  • Poor: “pricing questions”

Use Natural Language

  • Good: “Partner or reseller partnership inquiries”
  • Poor: “partner”

Review Content Gaps

Check the Knowledge > Insights > Content Gaps tab to see what questions visitors ask that the AI struggles with. These may be good candidates for handoff scenarios.