Warm handoff
Your team gets the full conversation and context.
AvailableProduct / Routing
Give your team the full conversation.
When a person is needed, the handoff includes the conversation and customer details.
Find the work you can automateROUTING / RIGHT PERSON
CustomerConversation in progress
REQUEST
Your team
WAITING FOR CONTEXT
Identify what the customer needs
Conversation notes
Customer need
Next action
Customer workflow ↗︎
Identify what the customer needs
ILLUSTRATIONCapabilities
Escalation rules
You approve when agents need to hand over to your team.
AvailableRouting configuration
Review destinations, team availability, and fallback paths.
Confirm in reviewPut context in the handoff.
Your team receives the conversation and customer details when a person is needed.
Define who should take over.
Agree the routing and escalation rules for the customer needs your team handles.
Review what reached your team.
See the conversation, the handoff and what the customer needs next.
DESKTOP / CAREExample
CONVERSATION + CONTEXT
Routine work handled
The request, the work completed, and the handoff to your team.
Details kept in the record
Your next step
Get your AI readiness review.
Start with the follow-up, service or admin taking time from your team. We’ll identify the work to review and how it fits your current systems.