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DocsHuman Handoff

Human Handoff

Configure keyword-based handoff to route conversations to your team when needed.

How Handoff Works

When a customer uses specific keywords in their message, Waslo automatically:

  1. Pauses the AI agent for that conversation
  2. Marks the lead as "Needs Attention"
  3. Sends a configured handoff message to the customer
  4. Notifies you via Telegram (if configured)
  5. Shows the lead in the Needs Attention widget on your dashboard

Setting Up Handoff

  1. Go to Settings → Human Handoff
  2. Toggle Enable Handoff
  3. Add keywords that should trigger a handoff (e.g., "speak to someone", "human", "agent", "manager")
  4. Customize the handoff message the customer receives

Example Handoff Message

"I'm connecting you with a team member who can help you further. They'll be with you shortly!"

Handoff Keywords

Add keywords that indicate a customer wants to speak to a human. Common examples:

  • "speak to someone"
  • "human"
  • "agent"
  • "manager"
  • "real person"
  • "help me"
  • "complaint"

Keywords are case-insensitive and matched anywhere in the message.

Per-Number Handoff (Growth+ Plans)

On Growth and Agency plans, you can configure different handoff keywords and messages for each WhatsApp number. Use the number selector in the handoff settings page.

Resuming AI

After handling a lead personally:

  1. Go to the Leads page
  2. Find the lead (it will show "Handoff" status)
  3. Click the Resume AI button
  4. The AI will start responding to new messages again

You can also resume AI from the Needs Attention widget on the dashboard.

Telegram Notifications

Get instant notifications when a handoff is triggered:

  1. Go to Integrations → Telegram
  2. Set up your Telegram bot and chat ID
  3. Enable Notify on Handoff

You'll receive a Telegram message with the lead's name, phone number, and the message that triggered the handoff.

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