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Escalate, Notify, and Measure Every AI Agent Handoff in One Place

Hand off conversations and calls to the right teammate, get an AI summary the moment it happens, and see resolved, handed-off, and abandoned calls at a glance.

Summary

Salesmsg's AI agents now hand off more smoothly and with more context. Texting agents can use a new Handoff to Human action to route conversations to the right teammate when a human is needed, while calling agents get inline prompt actions like call transfers via a simple slash command. Every handoff comes with an automatic internal note and AI-generated summary, plus optional teammate notifications, so your team picks up right where the agent left off. Updated stats also show how many calls were resolved by AI, handed off, or abandoned.

Transcript

Hi everyone. We've got some great improvements for Salesmsg AI agents focused on smoother handoffs between AI and your team, better visibility, and more connected conversations. So let's take a look together.

First up, AI texting agents can now hand conversations off to your team when a human touch is needed. With the new Handoff to Human action, you can define exactly when the agent should stop responding and pass the conversation over to your team right in the prompt itself. For example, in this booking agent, if a customer is ready to make a purchase today, we'll add the new Handoff to Human action. From there, you can have the agent hand over to a conversation assignee, contact owner, everyone in the inbox, or even specific members of your team. This gives your AI a clear path for handling conversations it can manage while making sure more complex situations get into the right hands.

We've also made AI calling agents more flexible with inline actions. Right from the agent's prompt, simply tap forward slash to add actions exactly where you want them to happen. For example, you can instruct your agent to transfer the call to a specific teammate if a customer is upset and wants the issue resolved right away. This gives you much more control over not only what your calling agent should say, but what it should do throughout the conversation.

When your AI calling agent transfers a call, your team can now get the context they need before taking over. When there's a handoff, Salesmsg automatically creates an internal note with an AI-generated summary of the conversation. You can also notify one or more teammates so they can quickly understand why the call was transferred and pick up right where the agent left off.

We've also improved the calling agent stats to give you a cleaner picture of how your calls are being handled. At a glance, you can now see how many calls were resolved by AI, handed off to your team, or abandoned. This makes it easy to understand how effectively your AI agent is handling calls and where your team is still stepping in.

That's it for this update on AI agents. Give those updates a try today and let us know what you think. And thanks for watching.

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