Human takeover and keyword alerts

Michael

Michael

Last updated on Jun 26, 2026

πŸ“ Where to find it: AI Agents β†’ (your agent) β†’ Rules & Alerts

Two business safeguards: stopping the AI so a human can take over (handoff), and notifying a specific agent when certain keywords appear.

How it works

A handoff rule watches for keywords in the customer's messages: as soon as a keyword appears, the AI pauses on that conversation and a human can take over. An alert rule notifies a chosen team member when a message contains certain keywords, without necessarily stopping the AI.

Step by step

  1. Open the agent, go to the "Rules & Alerts" tab.
  2. For a handoff: name the rule, list the keywords (separated by commas) and click "Add the rule."
  3. For an alert: name the alert, list the keywords, choose the agent to notify and click "Add the alert."

Good to know

  • Use handoff for sensitive topics (e.g. lawyer, dispute, refund).
  • An alert is useful to spot a VIP customer or an urgent message without cutting off the AI.
  • You can also pause the AI manually from a conversation's header.