Clear ideas.
Ready to use.

Start with a precise task: answer an enquiry, collect three facts, suggest a next step. An assistant with a clear task is easier to design and evaluate.

Define when a person steps in. A complex objection, an out-of-scope request or a concrete sign of interest deserves a handover with all the context.

Measure handover quality, not just conversation volume. Does the team know what the customer needs? Does the customer know what happens next?