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Customers & follow-upGrowth
Handoff Inbox
Inbox for calls the AI could not fully solve: urgent, angry, pricing confusion, booking failed, or transfer failed.
What this page is for
Use when AI needs human follow-up.
How to set it up
- 1Configure handoff rules.
- 2Assign tasks to staff.
- 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.