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Lesson 3 of 5 · 5 min

Taking over and handing back

Step into any conversation the moment it needs a person, then return it to the assistant.

You can take any conversation away from the assistant at any time. Once you do, it stops replying and stops sending follow-ups to that person until you hand it back.

Take over

  1. Open the conversation from Setup › AI leasing agent › Conversations, or from Operations › Inbox.
  2. Read the thread so you know what has already been said.
  3. Choose Take over. The status changes to Handed to staff.
  4. Reply as yourself.
A text conversation where the AI assistant answers a prospect.
The screen this lesson works in, from the StrivBridge sample company.
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