Hand-off
Send conversations from the agent to email, Zendesk, HubSpot, webhooks, or other hand-off targets.
Hand-off defines how this agent escalates to humans or external systems when automation should stop.
Provider configurations
The top section lists configurations already attached to this agent (for example Email hand-off). You can edit, delete, or enable/disable with the toggle.
Available providers
Below, cards such as Email, Zendesk, Webhook, and HubSpot show whether a connection exists for your account. Create a connection first where required, then add a configuration for this agent.
When hand-off runs
Exact triggers depend on your instructions, safety settings, and product behavior (for example explicit “talk to a human” or failure to resolve). Document internal playbooks in your own runbook; this page is where you wire destinations.
Testing
Configure a destination
Add or enable a hand-off configuration for this agent, and ensure the underlying connection (email, Zendesk, and so on) is valid.
Trigger in Playground or staging
Run an end-to-end test from Playground or a staging channel. Ask to speak with a person (wording depends on your instructions).
Verify delivery
Confirm the ticket, email, or webhook payload arrives as expected.
When hand-off succeeds, the widget typically shows a confirmation in the thread while the backend sends the conversation to your configured destination.
Last updated 1 day ago
Built with Documentation.AI