AI to human handoff

Your AI knows when to hand the conversation to a person

Transfer rules decide the moment, the message and who receives the chat. Your teammate picks up with a summary of the conversation, and can let the AI respond again when the human moment has passed.

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Where handoffs usually break

  • The bot keeps answering a customer who asked for a person.

  • Handed-off chats land with nobody, or with the wrong person.

  • Whoever picks up has to scroll through the whole chat to understand it.

  • The bot keeps answering a customer who asked for a person. Explicit human request is checked before anything else, on every message.
  • Handed-off chats land with nobody, or with the wrong person. Each rule sends its conversations to a specific team or teammate, or lets the AI decide.
  • Whoever picks up has to scroll through the whole chat to understand it. The AI leaves a handoff summary in the thread, so your teammate starts with the context.

Seven rules ready from day one

Ciarem ships with rules for the moments that most often need a person. Reword them, change their priority, switch them off or delete them, and add your own with Create new rule.

  • Explicit human request and Upset customer.
  • Low confidence and Repeated failure.
  • Sensitive or critical topic and Complex negotiation.
  • Out of scope, for topics no active agent covers.

Plain-language rules, judged in context

Rules aren't keyword matches. The agent drafts its reply first, then each enabled rule is read as a yes-or-no question about the last few messages, that draft, whether it came from your knowledge base, and the contact's funnel stage and properties. Rules are checked from High to Low priority, and the first one that applies fires. A rule about the AI's ability to help doesn't fire when it just answered from your knowledge base.

The right person, at the right hours

Each rule can carry more than a condition. Use them to match how your team really works.

  • A transfer message written by the AI in context, or your own fixed text.
  • A destination: let the AI decide, or route to a specific team or teammate.
  • Or nobody: Close the conversation with a closing message, for messages no person needs to see.
  • A schedule of days and hours, with a message for customers who write outside it.

Take over any chat, then hand it back

You don't need a rule to step in. Every Inbox conversation shows who is handling it. Click Take over to reply yourself, and Let AI respond when you're done; the agent stays out while a person has control. If you use WhatsApp coexistence, replying from the WhatsApp Business app on your phone has the same effect.

How to get started

Set up your handoffs

  1. 01

    Review the default rules

    Open Control center > Transfer rules. Switch off what you don't need and reword the rest in your language.

  2. 02

    Add your own moments

    Click Create new rule, describe the moment as you'd explain it to a new hire, and set its priority, destination and schedule.

  3. 03

    Test it in the playground

    Write the message a real customer would send and read the Transfer rule line in the decision analysis.

Frequently asked questions

Only when one of your transfer rules applies. The exceptions are cases where the AI can't reply at all, such as no active agent or three technical errors in a row: then the chat goes to your team anyway.

Yes. Give a rule a schedule of days and hours, and write the message customers get outside it. The agent sends that message and keeps helping.

It lands in the Inbox as Awaiting reply, assigned when assignment applies, and teammates can get browser notifications. Only people whose session is Active receive new conversations.

The conversation waits in the Inbox under Awaiting reply until someone comes back. Nothing is lost, but it's worth clearing that count first thing every day.

Yes, by switching off every rule; the agent then answers what it can and is upfront about what it can't. Keep Sensitive or critical topic on if your business could receive medical or emergency messages.

Your next customer already wrote to you.

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