AI-to-Human
Handoff Best Practices
The most successful AI agents aren't the ones that try to do everything, they're the ones that know exactly when to bring in a human.
The Handoff Framework
A poor handoff creates friction and lost trust. Our framework ensures the human starts with Full Context and that the transition is invisible to the user.
Sentiment-Based Escalation
The AI monitors for frustration, anger, or repeated misunderstandings and hands off before the customer becomes irate.
Complexity Triage
Specific keywords or multi-step technical queries are automatically identified as 'High Complexity' and routed to senior staff.
Compliance & Security
Requests for PII changes, high-value refunds, or legal advice trigger an mandatory human review checkpoint.
"I understand you are having trouble with the billing portal..."
"I've tried 5 times and it still won't accept my card. This is ridiculous."
Escalating to Human: Frustration Threshold Exceeded.
Implementation Checklist
Don't launch your AI agent until these handoff rules are in place.
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