π 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
- Open the agent, go to the "Rules & Alerts" tab.
- For a handoff: name the rule, list the keywords (separated by commas) and click "Add the rule."
- 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.