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Guide

Operator handoff

How a conversation is escalated from the agent to a human operator and how you reply.

When the agent can’t answer or the customer asks for a human, the conversation is escalated (automatically or manually) to a human operator. The AI steps aside so the operator can reply directly.

When does handoff happen?

  • Keyword match: when the customer’s message contains one of the handoff keywords (e.g. “agent”, “human support”).
  • Repeated fallbacks: when the agent has answered with the fallback message three times in a row.
  • Manual: the operator clicks “Hand off to operator” in the conversation panel.

Configure the operator Telegram bot

To receive handoff alerts in Telegram, create a bot via @BotFather, get your chat_id from @userinfobot, and enter them under “Settings → Operator Telegram bot”. Vigent registers the webhook automatically.

  1. 1Message @BotFather in Telegram and run /newbot.
  2. 2Copy the bot token and paste it into the Vigent panel.
  3. 3Message @userinfobot to get your chat_id.
  4. 4Save the chat_id and click “Test connection”.

What you see in the conversation panel

When a conversation is handed off, a “🔔 Operator handoff” banner appears at the top of the thread with the reason and timestamp. Below it you’ll see the customer snapshot (name, phone, channel, agent) and a conversation summary so you can triage without reading the whole history.

How to reply

  • From the Vigent panel: fill the “Operator reply” box and hit send. The message is pushed to the customer on their original channel.
  • From Telegram: reply to the alert message and type your answer. Vigent routes it back to the customer.
Best practice: before handing off, make sure the customer’s name and phone have been collected — it helps the operator follow up much faster.

Tips for improvement

  • Keep handoff keywords up to date so they cover the common ways customers ask for a human.
  • Monitor the open handoff alerts queue and resolve stale ones.
  • Enable customer identification (name + phone) on web channels so the operator has enough context.

Give it one try — you’ll see

Take a few minutes, build your agent from your own info and test it with a few real messages. Not for you? You’ve lost nothing.