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Features / Team Inbox

Human Handoff and Team Inbox

When the AI escalates, your team is ready. Real-time assignment, conversation notes, presence detection, and performance metrics — all in one inbox.

Capabilities

The human layer of your AI support stack

AI escalation triggers

Configure when the AI hands off — on low confidence, on specific keywords, after N unanswered turns, or when the customer requests a human. All configurable.

Agent assignment

Conversations are assigned to agents manually or via round-robin rules. Agents see only their assigned conversations by default — or the full queue if needed.

Conversation notes

Internal notes visible only to agents. Tag a colleague, document a workaround, or leave context for the next shift — all inside the conversation thread.

Team performance metrics

Average handle time, conversations closed, first-response time, and CSAT per agent. Exportable for team reviews.

Under the hood

Technical implementation

Real-time assignment

Conversation assignments are pushed to agents via WebSocket. When a conversation is assigned to you, your inbox updates instantly — no reload required.

Presence detection

Agent presence (online, away, offline) is tracked via WebSocket heartbeat. The assignment system can prefer online agents for round-robin routing when configured.

AI handles the queue. Your team handles the exceptions.

Team inbox included on all plans. Advanced routing on Professional+.