SettingsHand-off
Settings

Hand-off

Account-level hand-off integrations: connect helpdesks and webhooks so agents can escalate conversations when configured.

Open Settings → Hand-off.

Purpose

Hand-off configures destinations where a conversation or payload can be sent when your automation triggers a hand-off (for example to Zendesk, a generic webhook, or another supported provider). Agents reference these connections from Agents → Hand-off.

Providers and connections

The page groups providers. For each you can:

  • Add or edit a connection (subdomain, email, API keys, secrets, etc., depending on provider).
  • Expand rows to see multiple connections if allowed.
  • Delete a connection when you no longer use it.

Webhook-style hand-offs

For webhook providers, you typically set:

  • URL and optional secret for signature verification
  • Timeout (milliseconds)
  • Optional custom headers

Test webhook loads a sample payload template from the API so you can send a trial request and inspect the response in the UI.

After saving here, confirm the same provider appears and works from Agents → Hand-off for the agents that should escalate.