Human handoff

The agent knows when the right next step is a person.

Give your team the full conversation when a customer needs a person. They can step in without asking the customer to start over.

Apply for a pilotBook demo
Order questionAwaiting customer team

I need to change the blue item in order #1048. Can you help?

The team needs to review the request. I’ll pass along what you want to change.

For the team
Customer
Alex · order #1048
Asked
Change the blue item
Not done
No order changes made
↳

Human handoff

The full conversation goes with the handoff.

Share the customer's question, relevant order details and what has happened so far. Your team can take over without asking the customer to start again.