Feature 02 · Smart Handoff

The human steps in knowing everything.

When the AI identifies it's time for a human, it doesn't abandon the conversation — it passes the baton with full context, the lead's score and the suggested next step. Your salesperson never starts from scratch.

✓ Setup in 1 day ✓ No card ✓ Support in Portuguese
📋 Lead Context
Ready to take over
LeadCarlos Henrique · Operations Manager
CompanySão Paulo Industries Ltd
IndustryManufacturing · Curitiba-PR
What he needsA solution to scale technical support — interested in future expansion
Summary of the conversation with Sofia
"He asked about certifications (confirmed), implementation timeline (20–28 days), scalability (interest confirmed). Requested a proposal with payment terms."
Qualification score
87/100 🔥
➡ Send proposal with payment terms
The problem it solves

The customer told the bot everything. Then came the human.

"Can you repeat what you need?" — that sentence destroys sales. The customer just spent 10 minutes talking with the assistant. When the salesperson steps in with no context, the friction is immediate.

  • The salesperson steps in already knowing the lead's name, company, need and score
  • Sees a summary of the entire conversation generated by the AI in natural language
  • Gets the suggested next step based on the negotiation stage
  • Can take over on any device — phone, desktop or tablet
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The AI leads and qualifies

Sofia serves the customer, collects information, answers questions and advances the qualification naturally and conversationally.

Handoff trigger detected

The AI identifies the right moment to transfer and stops responding.

trigger: price_negotiation
lead_score: 87/100
intent: closing_signal
suggested_next: send_proposal
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The human receives it with full context

The salesperson is notified with the context card — lead, company, need, summary and next step. One click to take over.

When the handoff happens

The AI knows when it's time to pass the baton.

The handoff isn't manual — the AI monitors the conversation and automatically detects the triggers that indicate a human would be more effective at that moment.

🎯
Closing signal

The customer shows purchase intent — "how much with a discount?", "do you offer installments?", "how long to sign?"

🤔
Complex objection

The customer raises an objection that requires negotiation — price exceptions, special terms, comparison with a competitor.

👋
Request for a human

The customer explicitly asks to talk to a person — "I want to talk to an agent", "I'd rather talk to someone".

⚠️
Frustration detected

The model identifies signs of frustration in the message's tone and proactively offers human service.

📋
The process requires a human

Certain actions in your flow — credit approval, technical visit, contract — can trigger a handoff automatically.

⚙️
Configured by you

You define custom triggers for your business — keywords, funnel stage, time of day or any other rule.

Questions about handoff

Common questions.

Does the customer know they were talking to an AI?

That's configurable. You can instruct the agent to be transparent about being an AI, or run it under a persona name without highlighting the technology. What matters is that the experience is smooth.

What happens if no human is available?

The AI informs the customer that all agents are busy, collects the best time for a callback, logs it in the CRM and sends an automatic notification to the team with the qualified lead.

Can the human hand the conversation back to the AI?

Yes. If the agent resolves the question and the customer wants to continue with the assistant (for example, to schedule, check stock or receive documents), the handoff can be reversed with one click.

Does it work outside business hours?

Yes. Outside hours, the AI keeps serving normally. When a handoff is triggered outside hours, it informs the customer, schedules the callback and notifies the team for the next business day.

Next step

Your next salesperson never again starts from scratch.

See the handoff happening live — the AI qualifying, the trigger firing and the context card reaching the salesperson.

See a live demo →

Free demo · 30 minutes · No commitment