Help

The Human Handoff screen lets you monitor active customer conversations in real time and step in to respond manually when needed.

The screen maintains a live connection to the conversation server and updates automatically — you don't need to refresh the page.


Connection Status

A status indicator in the top-right corner shows whether the live connection to the server is active:

  • Green dot — Connected — Receiving live conversation updates.
  • Yellow dot — Connecting — Attempting to establish a connection.
  • Red dot — Disconnected — The connection has been lost. The page will attempt to reconnect automatically.

Stats Bar

Three counters at the top of the screen give a live summary:

Counter Description
Active Conversations The total number of customer conversations currently in progress across all services.
Needs Attention Conversations that have been automatically flagged as requiring human review (see Attention Flags below). Shown in red.
Paused (Human) Conversations where a human agent has taken over and the AI is paused. Shown in orange.

Service Modes

Each service can be set to one of three operating modes using the button group shown next to its name. If you have multiple services, a Set all services control appears at the top right to change all services simultaneously.

Mode Description
AI Only The AI handles all conversations. Human handoff is not available to customers and agents cannot intervene.
Human-Supported AI The AI replies as normal, but human agents can monitor conversations, take over, and receive escalation requests. This is the standard handoff mode.
Human Only The AI is fully disabled. Customers see no automated responses until a human agent manually replies.

Conversation List

Active conversations are listed under each service. Each card shows:

  • Status badgeAI Active (green) when the AI is responding, or Paused (yellow) when a human has taken over.
  • Agent badge — Which specialist agent is handling the conversation (e.g. Tech Support, Sales).
  • Location — The customer's detected city and region.
  • Opening question — A preview of the first thing the customer asked.
  • Time — When the conversation started.
  • Message count — The total number of messages exchanged.

Attention Flags

Conversations that need human review are highlighted with a pulsing red border and display a coloured badge on the right side of the card:

Badge Trigger
Thumbs Down The customer gave a thumbs-down rating after an AI response.
Non-Answer The AI was unable to answer the customer's question.
Negative Feedback Negative sentiment was detected in the conversation.
Help Requested The customer explicitly requested to speak to a human.

These conversations also increment the Needs Attention counter in the stats bar.


Taking Over a Conversation

Click any conversation card to open the conversation detail panel.

Conversation Panel

The panel shows the full chat transcript in a scrollable view, with messages colour-coded by role:

  • User messages — Blue background, right-aligned.
  • AI responses — White with a border, left-aligned.
  • Human agent messages — Green background, left-aligned.
  • System messages — Yellow, centred and italicised (e.g. handoff notifications shown to the customer).

Taking Over

Click Take Over Conversation to claim the conversation and pause the AI. The customer sees a notification that a human agent has joined. Once you have taken over:

  • The Take Over button is replaced with a message input area.
  • Type your response and click Send, or press Ctrl + Enter to send.
  • If another agent has already claimed the conversation, a blue banner shows their name and the Take Over button is disabled.

Resuming the AI

Click Resume AI to hand the conversation back to the AI. The AI will resume responding from the next customer message. A system message is shown to the customer.

Releasing

Click Release to release your claim on the conversation without resuming the AI. This allows another agent to take over, but leaves the conversation paused.


Notifications

When a new conversation requires attention — for example, when a customer gives a thumbs down or the AI fails to answer — a notification sound plays and a toast notification appears at the bottom-right of the screen, even if you are on a different page in the admin console. This allows you to monitor for escalations without keeping the Human Handoff page open.

You have unsaved changes