Handoff

Configure lead qualification, meeting booking, rep notification, and context transfer from AI agents to your sales team.

Handoff is the process of transferring a qualified prospect from the AI agent to a human rep. A good handoff preserves conversation context so the rep can pick up without the prospect repeating themselves.

Lead qualification

Define criteria that determine when a prospect is ready for human engagement:

Qualification criteria

1. Go to Agent Demos > Handoff > Qualification.
2. Add qualification signals:
   • Company size -- Minimum employee count or revenue.
   • Role -- Decision-maker, influencer, or end-user.
   • Use case fit -- Prospect's stated need matches your product's capabilities.
   • Budget -- Expressed willingness or ability to purchase.
   • Timeline -- Active buying timeline vs. early research.
3. Set a scoring threshold (e.g., 3 out of 5 signals met = qualified).

The agent gathers this information naturally during conversation, without sounding like it's running through a checklist.

Meeting booking

When a prospect qualifies, the agent offers to schedule a meeting:

Calendar integration

1. Go to Handoff > Calendar.
2. Connect your team calendar (Google Calendar, Outlook, or Calendly).
3. Configure available time slots and meeting duration.
4. The agent presents available times inline during the conversation.

Routing

Route meetings to the right rep:

• Round-robin -- Distribute evenly across available reps.
• Territory-based -- Route by geography, company size, or industry.
• Account ownership -- Route to the existing account owner in your CRM.
• Skill-based -- Route technical prospects to SE, commercial prospects to AE.

Rep notification

When a handoff occurs, notify the assigned rep:

• Email -- Summary of the conversation and prospect context.
• Slack -- Real-time notification in a configured channel or DM.
• CRM activity -- A new task or activity logged on the contact record.

Notifications include:

• Prospect name, company, and contact information.
• Conversation summary and key topics discussed.
• Qualification score and signals met.
• Specific questions the prospect asked.
• Meeting details (if booked).

Context transfer

The rep receives the full conversation context so they can prepare:

• Conversation transcript -- The complete agent-prospect dialogue.
• Topic summary -- AI-generated summary of what the prospect cared about.
• Feature interest -- Which product features the prospect asked about or explored.
• Competitive mentions -- Any competitors the prospect brought up.
• Objections -- Concerns or hesitations expressed during the conversation.

Access context from the CRM record, the handoff notification, or the Demoship dashboard under Agent Demos > Conversations.

Note: Prospects are informed when a handoff occurs. The agent says something like "I'm connecting you with [Rep Name] who can help with next steps." Transparency builds trust.