Learning Path

Automation AI: Handing off Conversations to Human Agents

Agent transfer in Automation AI allows seamless handoff from virtual assistants to live agents, ensuring complex queries are handled efficiently enhancing customer experience.
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  • September 12, 2025
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Automation AI: Handing off Conversations to Human Agents

  • 000:30:00
  • Downloadable resources available
  • Certificate of completion included
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Details

Language

English

Completion time

000:30:00

Product covered

Automation AI

This course enables you to learn how to configure smooth transitions from virtual assistants to human agents. You will learn key integration types, configuration steps, and best practices for implementing effective agent hand-offs across chat and voice channels.

By the end of this course, you will be able to: 

  • Understand when and why to initiate an agent hand-off in a conversation flow.
  • Identify and implement different types of hand-off integrations.
  • Configure third-party platforms for agent transfer within a bot environment.
  • Understand voice integration. set up to support seamless agent transitions.

Before you begin

We recommend you complete the below courses before starting this course:

  • Automation AI: Overview
  • Automation AI: Orchestration and Intent Identification
  • Automation AI: Basic Concepts of Building Dialog Task
  • Automation AI: Explore Knowledge AI
  • Automation AI: Deep-dive into GenAI Capabilities
  • Automation AI: Integrations
  • Automation AI: Deploying AI Agent
  • Automation AI: Analyzing Performance of AI Agent
  • Automation AI: Configuring Voice Experience
  • Automation AI: Platform Extensions and APIs