All docs
Customers & follow-upGrowth

Handoff Inbox

Inbox for calls the AI could not fully solve: urgent, angry, pricing confusion, booking failed, or transfer failed.

Open feature

What this page is for

Use when AI needs human follow-up.

How to set it up

  1. 1Configure handoff rules.
  2. 2Assign tasks to staff.
  3. 3Mark resolved after action.
Demo workflow

Handoff Inbox workflow demo

A workspace user opens Handoff Inbox and needs to understand what action to take.

1

Open the page

Go to Handoff Inbox from the sidebar or this docs page.

2

Check the state

Read the cards, empty-state message, filters, or table rows to understand current status.

3

Take action

Use the related setup page, action button, or linked workflow to complete the next step.

The user knows what the page does and which action moves the workflow forward.

Related pages