Handoff to human
When the AI can't handle a conversation, it transfers seamlessly to your team in the shared inbox.
Last updated: April 2026
The best AI chatbots know when to step aside. Grivo's handoff system transfers conversations from the AI to your human team seamlessly - the visitor stays in the same chat thread, no context is lost, and your agent sees the full conversation history. Most teams find that the AI handles about 80% of conversations automatically, with only 20% requiring human intervention.
How handoff works
Not every conversation should be handled by AI. When the chatbot encounters a question it can't answer confidently, or when a visitor explicitly asks for a human, the conversation transfers to your team's shared inbox. The visitor stays in the same chat thread - no context lost, no "please repeat your question."
The handoff is instant. From the visitor's perspective, they are talking in the same chat window. From your agent's perspective, a new conversation appears in the inbox with the full AI + visitor message history, visitor metadata, and the reason the handoff was triggered.
Enable handoff
Handoff is enabled by default on all Grivo chatbots. To configure it:
- Go to Chatbots → [Your Chatbot] → Settings
- Scroll to Human Handoff
- Configure your preferred triggers and notification settings
- Set your team's business hours (optional but recommended)
💡 Tip: Set business hours in your chatbot settings. Outside business hours, the chatbot lets visitors know when your team will be available and offers to collect their email for follow-up.
Handoff triggers
A conversation is handed off to a human when any of these conditions are met:
- Visitor requests a human - Messages like "Can I talk to a person?", "I need human help", or "Let me speak to someone" trigger handoff automatically. The AI recognizes dozens of natural language variations.
- AI confidence is low - When the chatbot can't find a confident answer in your training data, it offers to connect the visitor with your team instead of guessing.
- Specific topics - You can configure keywords or topics that always route to a human (e.g., "billing", "cancel", "refund", "legal"). This ensures sensitive topics always get human attention.
- Repeated questions - If a visitor asks the same question multiple times (indicating the AI's answer wasn't helpful), handoff is suggested.
- Negative sentiment - When the AI detects frustration or dissatisfaction in the visitor's messages, it proactively offers human help.
The shared inbox
Handed-off conversations appear in your Conversations inbox. Your team sees:
- The full chat history (both AI and visitor messages)
- Visitor info (name from lead capture, email if provided)
- Visitor metadata (browser, approximate location, page they were on when they started chatting)
- The handoff reason (why the conversation was transferred)
- AI-suggested replies based on the conversation context
Your team responds directly in the inbox. The visitor sees the response in the same chat widget on your website - real-time, no page refresh needed. Once the human agent resolves the conversation, they can close the thread or hand it back to the AI.
Best practices
- Set clear business hours - Visitors prefer knowing when a human will respond rather than waiting indefinitely. Set hours in chatbot settings and the AI will manage expectations.
- Train on common handoff topics - If the same types of questions keep getting handed off, add that content to your training data. This reduces unnecessary handoffs over time.
- Use the "resolved" button - Mark conversations as resolved when done. This keeps your inbox clean and tracks your team's resolution metrics.
- Review handoff analytics monthly - The analytics dashboard shows which topics trigger the most handoffs. Use this data to improve your chatbot's training.
- Configure Slack notifications - For small teams, Slack notifications ensure someone sees the handoff quickly. Configure in Settings → Integrations → Slack.
Notifications
Get notified when a conversation needs human attention:
- In-app notification - Badge count in your Grivo dashboard updates in real time
- Email notification - Receive an email when a conversation is handed off (configurable per team member)
- Browser notification - Desktop push notification when the dashboard is open (if enabled)
- Slack notification - Real-time message in your team's Slack channel with conversation details and a direct link
Common issues
- Too many handoffs - If more than 30% of conversations are being handed off, your chatbot likely needs more training data. Check the handoff topic analytics and add text sources for the most common handoff reasons.
- Visitor doesn't know they were transferred - The AI sends a message like "I'm connecting you with a team member who can help." This message is customizable in chatbot settings.
- No one responds after handoff - Enable notifications for your team and set up an auto-response that tells the visitor their expected wait time. Consider enabling the email follow-up option so visitors can leave and get a response later.
- Agent can't see full context - Make sure the conversation didn't start in an incognito tab, which can limit metadata collection. Full chat history is always preserved regardless.