How to hand AI conversations off to a human

Set escalation rules so a Sell Whisper AI agent shows Talk to a human and places the conversation in the Live Chat queue.

Steps

Do this in order

  1. Open live chat escalation settings

    In the dashboard, open the agent and go to the live chat / escalation settings documented at /docs/live-chat.

  2. Add an escalation rule

    Create a rule with one of the triggers: customer request, AI confidence drop, negative sentiment, conversation loop, topic or keyword, or VIP. A teammate can also forward a conversation by hand.

  3. Confirm the escalation to a human

    When a rule fires, the agent shows a Talk to a human button or stops and escalates. The conversation appears under Live Chat → Queue.

  4. Reply from the team queue

    A human teammate opens Live Chat → Queue, takes the conversation, and replies. Your customer stays in the same thread.

Not every conversation should stay with the AI agent. Escalation rules decide when your customer sees Talk to a human and when the thread moves to your team.

See Live chat and escalation for every trigger and the queue workflow.

FAQ

Common questions

What can trigger an escalation?
A customer request, an AI confidence drop, negative sentiment, a conversation loop, a topic or keyword, or a VIP customer.
Where do escalated conversations go?
They appear in Live Chat → Queue so a human agent can take over the same thread.

Related docs

Get started

Put the steps into practice

Start free, no credit card required.