How it works
Handoff is owner-initiated – you decide when to step in.- Your first human reply in a chat pauses the bot for that one chat.
- The visitor sees a “Support agent joined” note, so they know a person took over.
- Your bot will not answer that chat again until you click Return to AI.
The AI never escalates on its own. There is no auto-handoff and no “talk to a
human” trigger that pauses the bot for you – stepping in is always your choice.
This changed: older versions let the bot escalate automatically.
Turn it on and take over
1
Allow human handoff
Open your agent’s Settings and turn on Allow human handoff. This is
off by default and is set per agent.
2
Open the chat
In the Inbox, pick the chat you want to step into so its transcript is on
the right.
3
Reply as a human
Type in the reply box and send. Your first reply pauses the bot for this chat,
and the visitor sees the Support agent joined note.
4
Return to AI when you're done
Once the visitor is sorted, click Return to AI. Your bot resumes handling
that chat.
Next steps
Conversations
Read chats, see captured contact details, and close or reopen a chat.
Tags
Label the chats that tend to need a human so they’re easy to spot.