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Home / Features / Human Handoff
Human handoff

The moment the AI steps aside.

No dead ends. The assistant collects contact details, freezes the conversation and hands your team everything it knows.

Before
Can I get a discount on 40 units?
Pricing for volume is set by our sales team. I can pass this to a person — what email should they reply to?Handoff requested
[email protected]
After
New handoff · 22:50
Asked about a discount on 40 units
Full conversation and sources attached. Reply in the workspace or by email.
In short

Human handoff is the moment an AI conversation becomes a human one. DeskClerk AI collects contact details, freezes the thread and passes it to your team with the AI's answers and sources attached — without the visitor restarting.

  • Visitor can ask anytime
  • Contact details required first
  • Full history passed on
  • Email, phone or WhatsApp
  • No dead ends
Channels

Where the conversation goes next

Email

Delivered to your team with the full thread; the visitor keeps chatting in the widget.

Phone

Show your service number and hours after the handoff request.

WhatsApp

Point the visitor to WhatsApp when that is how your team works.

Rules

You decide what counts as urgent

  • Keywords: pricing, refund, complaint
  • Topics: bulk orders, partnerships
  • Always available: “talk to a human”
  • Service hours for the handoff button

What never happens

  • A visitor waits with no answer
  • A handoff without contact details
  • Your team starting from zero context
The problem

Where it hurts today

Bots that cannot escalate

The visitor is stuck in a loop with no way out.

Cold handoffs

The agent starts from zero and asks the same questions again.

Lost conversations

The chat ends when the bot gives up.

No contact details

A human is available, but there is no way to reach the visitor.

Capabilities

What it does, in detail

Always available

“Talk to a human” is present in every conversation.

Contact first

The assistant asks for an email, phone or WhatsApp number before handing off.

Full context

The thread, the AI's answers and their sources are attached.

Routing

Send to email, show a phone number, or point to WhatsApp.

Rules

Trigger handoff by keyword, topic, or a fixed question.

One window

The visitor keeps the same chat window after handoff.

Fit

Who it is for

Sales teams

Pricing conversations reach a person with the details already collected.

Support teams

Complex cases arrive with context instead of a cold start.

Regulated services

Questions that must be answered by a person are routed, not guessed.

Small teams

No missed conversations outside working hours.

Comparison

How it differs

CapabilityDeskClerk AIA generic chatbot
Visitor can request a humanAlwaysSometimes hidden
Contact captured before handoffYesOptional
History passed to the agentFull threadPartial
Handoff channelsEmail, phone, WhatsAppVaries
FAQ

Frequently asked questions

The conversation continues with the AI; handoff is offered again later.
No, the same window continues.
Yes, the handoff button can follow your service hours.
The handoff appears in the workspace and can be routed to email.
Yes, with response rules.
No. You paste one script tag before the closing body tag of your site, or use a code block in your builder. Most sites are live in about 10 minutes.
PDF, DOCX, RTF, XLSX, XLS, CSV, PPTX, PPT, TXT, MD, HTML, JSON and XML — 11 format processors. Up to 50 MB per file and up to 200 pages per PDF. Scanned images are not supported.
It answers in the visitor's language, using your content. Interface text is available in English, Chinese, German and Arabic today; more interface languages are planned.
One visitor message or one assistant reply is one message. One question plus one answer is two messages, so plans are quoted in complete answers — 1,250 answers per month on Basic is 2,500 messages.
It says so, records the question as a knowledge gap, and can hand the conversation to your team. Handoff asks the visitor for contact details first.
Related

Keep reading

AI Chatbot

Answers visitor questions from your own content — and cites the source

Live Chat

Real-time chat with AI first, humans when needed — all in one inbox.

Chat Widget

A lightweight chat widget that matches your brand — free to start.

Knowledge Base

Feed it your website, PDFs and docs — it answers from them, with sourc

All features

The full capability list in one place

E-commerce

Answer product and shipping questions before checkout

B2B export

Qualify international buyers around the clock

Pricing

Plans, quotas and what is included

Human Handoff in a real workspace

Human Handoff is not a demo screen — it runs on the site you already have.

In practice

What it looks like on a normal Tuesday

A visitor asks the question you have answered a hundred times. The assistant replies from your content, shows the source, and captures the details when it matters.

  • Visitors tap "Talk to a human" anytime
  • You get the full conversation and AI summary
  • Reply from desktop or mobile
  • Set rules: hand off for pricing, complaints or VIPs
A monitor showing a softly blurred dashboard
“It answers the way we would answer, because it only uses what we published.”
Operations manager · DeskClerk AI customer
Also included

The details that matter

By the numbers

The product behind this page

Only counts we can verify.

14
product features
4
interface languages
11
file formats
10
minutes to set up

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