Real Dealism Agent setup
Set the role before the conversation begins.
AI Human Handoff
Hand Off AI Conversations Without Losing the Thread.
Transfer an AI-handled conversation when human help is needed. Keep the earlier exchange available, and choose Autopilot, Copilot, or human handling for each contact.
Context stays visibleHuman control included
Dealism Inbox
Ana Torres · Website Live Chat
Can you match a custom package from another provider?
I can explain our approved options. A custom match needs someone from the team to review the details.
Human attention needed
Custom offer · Approval required · Earlier messages available
B
Brenda joined
Taking over with conversation context
Brenda · Team
I have the package details you shared. I’ll review what we can tailor and confirm the next step with you here.
Boundary reached
AI pauses before approval
Thread intact
Team continues from here
The moment the conversation changes
The Best Next Reply Is Sometimes a Person
Human handoff is not a failed conversation. It is a controlled change of ownership when the request moves beyond the Agent’s role or the customer asks for someone from the team.
- 1Routine Question
The Agent answers from approved business knowledge and continues the exchange.
Routine Question
- 2The Request Changes
A custom decision, exception, negotiation, sensitive issue, or direct request for a person appears.
The Request Changes
- 3AI Makes Room
The conversation follows the handoff boundary instead of forcing another automated answer.
IntentKnownMissingAI Makes Room
- 4Team Continues
A team member steps into the same conversation with the earlier thread available.
AnswerRouteTeam Continues
One contact, three ways to work
Change Who Speaks Without Changing the Conversation
Choose the right level of AI participation for the active contact. The mode changes; the customer thread remains the place where the work continues.
Maya Chen · Instagram
Choose who speaks next.
M
AutopilotMaya Chen
Active customer conversation
Agent replies
Let the Agent continue supported conversations.
Use the selected Agent for repeatable questions and early discovery within the knowledge, role, and boundaries you provide.
Current Dealism product interface · Looping
Customer: “Can someone review a custom option before I decide?”
Agent continues within its role
Nothing starts over
Your Team Enters With the Conversation Already in Hand
A useful handoff preserves what has already happened: the customer’s request, the Agent’s replies, the reason a person is needed, and the next decision waiting for the team.
Customer request
What the customer asked and clarified
Earlier replies
What the Agent already explained
Reason for handoff
The boundary, approval, or judgment required
Next move
Where the team can continue without restarting
B
Context availableReady for Brenda
The customer does not need to repeat the request
The boundary is yours
The Agent Steps Back Where You Tell It To
Human handoff works best when it is part of the Agent’s job description—not an improvised response after something goes wrong.
Example boundary
Explain approved plans. Never approve a custom discount.
Can you make an exception on the annual price?
Handoff: pricing exception needs team approval.
Bring people into the moments that change the deal
Automate the Repeatable Work. Protect the Human Decisions.
Your Agent can keep routine conversations moving while your team stays available for the moments that depend on authority, experience, or a real relationship.
Custom approvals
A customer asks for a price, package, or policy exception that only your team may approve.
Direct human request
The customer says they want to speak with someone. The request becomes the next action—not another loop.
Negotiation
The facts are available, but the decision needs commercial judgment and a person who can commit.
Sensitive or unusual needs
The Agent leaves room for empathy, discretion, account access, or a situation outside its approved information.
Test the switch before customers need it
A Handoff Is Only Ready When the Whole Transition Works
Test more than the Agent’s last sentence. Confirm the boundary, the change of control, the visible context, and the team’s first reply.
Test conversation
I need a custom agreement. Can someone approve it today?
I’ll make room for a team member to review that with you.
Boundary follows
The Agent does not invent an approval.
Control changes
Your team can take ownership of the active thread.
Reply continues
The first human response uses what is already known.
The conversation can change hands where it already happens
Keep Human Help Ready Across Supported Channels
Use the same handoff discipline where customers already write. Connection and channel rules differ, but the goal stays consistent: preserve context and make the next owner clear.
Frequently asked questions
AI Human Handoff FAQ
AI human handoff is the transfer of an active customer conversation from an AI Customer Agent to a team member when the request needs human judgment, approval, negotiation, access, or personal attention.
Yes. A direct request for a person is an important handoff case to include when you define and test the Agent’s conversation boundaries.
The team can continue from the active conversation with the earlier exchange available, so the customer does not need to begin the request again.
Autopilot lets the selected Agent continue supported conversations automatically within the guidance you provide. Copilot prepares a response while a person reviews, edits, and sends it.
Yes. Dealism is designed to let you choose how the Agent participates in a contact’s conversation: Autopilot, Copilot, or human handling.
Useful boundaries can cover custom approvals, exceptions, sensitive issues, negotiations, missing access, uncertain information, or any moment your business decides belongs with a person.
Yes. Each Agent can have its own role and boundaries. See Independent Agent Configuration.
Not necessarily. Your business decides what the Agent may handle, when it should clarify, and when a team member should take control. Test realistic edge cases before expanding the Agent’s responsibility.
Keep the customer. Keep the context. Change the owner.
Let the Agent Work Until the Conversation Needs You.
Choose how AI participates for each contact, define the moments that need your team, and continue without making the customer start again.
Build my human handoff