Learning Path

50. XO Platform: Conversation Hand-off to Agent Systems

Conversation Hand-off to Agent Systems
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  • September 16, 2025
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50. XO Platform: Conversation Hand-off to Agent Systems

  • 000:40:00
  • Downloadable resources available
  • Certificate of completion included
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Details

Difficulty Level

Beginner

Language

English

Completion time

000:40:00

Product covered

We'll show you how to configure your Virtual Agent to transfer a session to a Sales Force agent desktop.

Building on what you learned on setting up Bot Kit will help you to configure an instance of BotKit to hand off the call to a representative on a Sales Force agent desktop. In this course, you will learn:

  • How to configure your Kore.ai Virtual Assistant to transfer your user to a human agent.
  • How to use the BotKit SDK, a Dialog Task, and live agent software together.
  • That a seamless transfer can eliminate frustration and improve your customer service.

We will also demonstrate four common use cases for handing off a customer to a human agent.