How to Enable Human Handoff
Human handoff lets your bot transfer a conversation to a live support agent. When the bot can’t answer a question — or when the user simply prefers talking to a person — the conversation is escalated.
Enable handoff
Section titled “Enable handoff”You can enable handoff during bot creation (in the Support step of the wizard) or afterwards:
- Open your bot settings (gear icon in the Playground, or Edit on the Bots page).
- Go to the Support tab.
- Toggle Enable human handoff to ON.
Configure handoff behavior
Section titled “Configure handoff behavior”Trigger mode
Section titled “Trigger mode”Choose when handoff is offered:
| Trigger | Behavior |
|---|---|
| Button | A “Talk to a person” button appears in the widget. The user clicks it to request a human. |
| Auto | The bot automatically detects when it can’t help and offers to escalate. |
| Both | The button is always available, and the bot can also auto-escalate. |
Offline message
Section titled “Offline message”Set a message for when no agents are available:
“Our team is currently offline. Leave your email and we’ll get back to you within 24 hours.”
If you don’t set one, a default message is shown.
Agent label
Section titled “Agent label”Set a display name for the human agent (e.g., “Support Agent” or “Sarah from Support”). This appears in the chat when a human takes over.
Agent availability
Section titled “Agent availability”Toggle Agents Available to indicate whether your team is currently online:
- ON — handoff is available. Users can connect to a live agent.
- OFF — handoff shows the offline message instead.
Tip: Toggle this based on your support hours. Turn it on when agents are working, off when they’re not.
How it works for users
Section titled “How it works for users”- The user chats with the AI bot normally.
- When handoff is triggered (by button click or auto-detection), the conversation is marked as Escalated.
- The user sees the offline message or a confirmation that an agent will join.
- The conversation appears in your Conversations page with an “Escalated” status for your team to respond.
Related
Section titled “Related”- Bot Settings Reference — all handoff settings
- Review Conversations — see escalated conversations
- Set Up a Customer Support Bot — full support bot tutorial