Put the handoff in writing

Create a draft for your team to review. Set routing, approvals and response targets before connecting an AI assistant.

Draft handoff rules

Fill in the fields and build your draft. Review and test it before use; this does not configure an agent.

What your draft will cover

The right person: Who receives everyday requests and urgent issues, with their available hours.
A fallback when nobody answers: What to collect and who to notify if a transfer cannot connect.
Clear approval limits: Whether the assistant may quote listed prices or share payment links.
A realistic response target: How your team handles follow-up without promising unavailable support.

Before you use it

Build the draft, review it with your team and test each handoff. Copy the agreed rules into your setup brief. Generating this document does not update a live agent.

Get this built