Daily Workflows

Take Over an AI Conversation

Summary

Switch to human handling when nuance, urgency, or escalation requires direct outreach.

Steps

  1. Open a conversation detail page.
  2. Review transcript and qualification context.
  3. Take over and send your direct response.

Expected Result

Conversation reflects manual intervention and continues with human-led follow-up.

Screenshots

Visual reference aligned to each step with desktop and mobile variants.

Step 1

Desktop screenshot for Take Over an AI Conversation: Open a conversation detail page.
desktop Open a conversation detail page.
Mobile screenshot for Take Over an AI Conversation: Open a conversation detail page.
mobile Open a conversation detail page.

Step 2

Desktop screenshot for Take Over an AI Conversation: Review transcript and qualification context.
desktop Review transcript and qualification context.
Mobile screenshot for Take Over an AI Conversation: Review transcript and qualification context.
mobile Review transcript and qualification context.

Troubleshooting

  • If controls are unavailable, refresh and confirm active session.
  • If status does not update, reload and retry once.