Escalate texting conversations to your team, transfer calls straight from the prompt, get notified with AI summaries on handoff, track resolved and abandoned calls, and carry call context into texting conversations.

Enable “Handoff to Human” in your agent setup to stop the AI the moment a conversation needs a real person. Your agent posts an AI-generated summary as an internal note and can notify the right teammates so nothing gets missed.
Type a forward slash in your agent instructions to add actions the same way you add merge fields, keeping your prompt and your agent's behavior in one place. Configure trigger timing, messages, and attachments without leaving the editor.


When your calling agent hands off a call, it posts an internal note with the agent name, trigger reason, timestamp, and a short AI summary of what the caller needed. Notify the right teammates so they can follow up without listening to the recording.
Three new KPI cards show you the outcome of every AI call, each clickable to see the underlying contacts. Hover any metric card for a quick definition so you always know what's being counted.


Your texting agent now has access to summaries from prior AI calls with the same contact, so it responds with full context instead of starting from scratch. This keeps the conversation connected across calls and texts.
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