AI & automation

Human handoff

The point at which an automated conversation is passed to a staff member, with the context carried over.

A handoff happens when the AI reaches a question it should not answer (such as legal questions or negotiation), when a person asks for a human, or when a rule flags the conversation. A good handoff includes the transcript and a summary so the resident does not have to repeat themselves.

Clear handoff rules are what make automation safe to use. Managers should measure how quickly staff pick up handed-off conversations.

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