By using the Watermelon handover trigger, you can automatically forward messages to other software when a handover occurs from the AI Agent to a user.
What is the Handover Trigger?
The handover trigger refers to the moment when the AI Agent is transferred (handover) to an agent or a team, and the Zap is initiated. In other words, there is a trigger when a handover takes place.
Preparation for setting up the Handover trigger via Zapier
Creating the Zap
- Within Watermelon, go to Apps and select Zapier.
- You can now choose to Go to Zapier directly to start building here or you can make a start within Watermelon. To do the last, follow the steps below.
- Select the app you want to connect to Watermelon below with this one...
- After choosing the app, click on Use this Zap. You are now forwarded to Zapier. From there, you can set up the Zap according to your needs.
- Under "Event", choose Handover Conversation Agent
- When setting up the action, you can specify which data you want to send to the selected app. If you select "Messages Payload", the entire conversation will be forwarded without formatting.
Testing
Open your AI Agent in a Chat Widget and send the chosen Handoff trigger. If all goes well, the desired data should now appear in the selected tool.
Congratulations! Your handover trigger is complete!
Note: It is not possible to test the Handoff in the Interactive Tester.