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Human handoff: when Replai passes a conversation to your team

Replai hands a conversation to your team when the customer asks for a person, when nothing in your knowledge or rules supports an answer, or when the customer is clearly frustrated. The AI stays quiet until you hand it back.

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Iris WangLINENeeds reply

I've reset it twice following the guide and still get no notifications. Can a person look at this?

Handed to the team · customer asked for a person

Hi Iris, this is J. I can see you have reset it twice, so let me check your notification permissions first.

Reply to Iris Wang…

Choose who answers first

Each Agent replies in one of two ways: it answers first and hands off when needed, or it only drafts, and a teammate approves the draft before it is sent.

Reply modes
ModeWho sends the replySuits
It answers, hands off when neededThe Agent, unless a handoff condition appliesTeams whose documentation covers most questions
People answer, it only draftsA teammate, after approving or editing the draftTeams still checking answer quality, or replies that always need review

Reply modes

  • It answers, hands off when needed

    Who sends the reply
    The Agent, unless a handoff condition applies
    Suits
    Teams whose documentation covers most questions
  • People answer, it only drafts

    Who sends the reply
    A teammate, after approving or editing the draft
    Suits
    Teams still checking answer quality, or replies that always need review

When a handoff happens

A customer who asks for a person is always handed off. Three more conditions are switches you control: the Agent cannot answer, the customer is clearly frustrated, and the same question arrives a third time. The first two are on by default, and the repeated-question condition is off.

Handoff conditions
ConditionDefaultWhat triggers it
The customer asks for a personAlways onA request such as “talk to a human”, or one of your handoff words
It cannot answerOnNothing in the knowledge or the rules supports an answer
The customer is clearly frustratedOnRepeated negative tone, exclamation marks, the same question again
The same question three timesOffTwo answers did not settle it, so the third time hands off

Handoff conditions

  • The customer asks for a person

    Default
    Always on
    What triggers it
    A request such as “talk to a human”, or one of your handoff words
  • It cannot answer

    Default
    On
    What triggers it
    Nothing in the knowledge or the rules supports an answer
  • The customer is clearly frustrated

    Default
    On
    What triggers it
    Repeated negative tone, exclamation marks, the same question again
  • The same question three times

    Default
    Off
    What triggers it
    Two answers did not settle it, so the third time hands off

Handoff words are checked before the Agent writes anything. The defaults are 轉接真人, 轉人工, 找客服, 真人, real person and human, and you can keep up to 50.

What your team sees in the inbox

Handed-off conversations appear in the inbox’s Attention view, the longest-waiting first, with the whole conversation. Once a teammate replies, the AI stops answering that conversation. Select Return to AI to hand it back, or Mark as resolved when the matter is closed.

  1. Open Attention and pick the conversation that has waited longest.
  2. Read the history from the start; the customer does not need to repeat anything.
  3. Reply from the inbox. The reply goes out on the channel the customer used.
  4. Select Return to AI if the Agent can take over again, or Mark as resolved.

What the customer sees

When the Agent hands off, the customer gets a short message saying your team will reply in the same conversation. On the website widget you can write your own line for the handoff and for when something fails; left empty, a built-in line appears in the visitor's language. On the website widget, replies written by your team are marked as coming from the support team, not the AI.

In draft mode, every answer the customer receives was sent by a teammate. The comparison with a shared inbox shows when that mode is the better start.

Next in the guide · 05AI support agent or shared inbox: what changes for a SaaS team

Replai · AIthentic LLC Last updated

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Create an Agent, add the documents your team already sends to customers, and ask it your most common questions in the preview.

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