Detailed guide

Design better handoffs

A practical page about one of the biggest quality levers in the product.

Define urgency triggers clearly
Pass enough context to the team
Avoid invisible or delayed escalation

Tips

Where handoffs usually fail

They fail when no one knows who receives the case, what qualifies as urgent, or what information the AI should pass forward.

Tips

What to keep simple

Keep rules simple enough that a business owner can explain them in plain language. Complexity here creates operational trust issues fast.

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