Tips & tricks for setting up Handoff

Use the tips in this article to get the most out of the Handoff feature.

1. Use an intermediate step: Have the AI Agent ask for more information or try to answer a question before handing off the conversation. You can read more about this in this article.

2. Choose a unique codeword: Use a unique codeword like “Transfer now” or “Help needed” to prevent conversations from being handed off unintentionally. You can read more about this in this article.

3. Limit triggers: Don’t add too many different triggers. Use general terms that the AI Agent can recognize flexibly. You can read more about this in this article.

4. Expand instructions: Ensure your instructions align with the triggers and scenarios so that the AI Agent always sends the correct message. You can read more about this in this article.

In this article, you will find all the steps to set up Handoff.