> ## Documentation Index
> Fetch the complete documentation index at: https://docs.chatling.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up handoff for Chatbot

> Learn how to configure human handoff for your AI Chatbot using the Builder.

With the AI Chatbot, you have full control over how and when conversations are handed off to a human agent. Using the Builder, you can design a flow that determines the exact conditions for triggering a handoff.

The two key components are:

* **Human Handoff block** — An action block that transfers the conversation to a human agent when reached in the flow.
* **Intent trigger** — Detects when a user's message matches a specific intent (e.g. requesting human support) and routes the conversation to the handoff block.

<Tip>This guide is for setting up handoff for a Chatbot. For AI Agent, see [Set up handoff for AI Agent](/live-chat/human-handoff/ai-agent).</Tip>

<Note>If you're unfamiliar with the Builder, refer to the [Builder introduction](/chatbot/builder/introduction) first. For intents, see [Introduction to Intents](/chatbot/intents/introduction).</Note>

## Set up automatic handoff

This guide walks you through setting up an automatic handoff that triggers when the AI detects the user wants to speak with a human agent.

### Step 1: Create a handoff intent

First, create an intent that defines when the conversation should be handed off.

1. Go to your chatbot's dashboard and open the **Builder** page from the sidebar.

<img src="https://chatling-assets.b-cdn.net/open-chatbot-builder-page.jpg" width="200" alt="Accessing the Builder page" />

2. Click on the `Intents` button in the top left.

<img src="https://chatling-assets.b-cdn.net/accessing-intents-page.jpg" width="400" alt="Accessing the Intents page" />

3. Click the `Templates` button in the top right.
4. Select the **Human agent / Live support** template. This creates a pre-configured intent with common phrases like "live agent" and "speak with human".

You can customize the intent's description and phrases to match your use case. For more details on managing intents, see [Manage Intents](/chatbot/intents/manage).

<img src="https://chatling-assets.b-cdn.net/human-agent-intent-template.jpg" width="400" alt="Configure Human agent / Live support intent template" />

5. Click the `Create intent` button.

<Tip>The template includes common handoff phrases, but you should add any phrases specific to your business or industry to improve detection accuracy.</Tip>

### Step 2: Add an Intent trigger block

Next, add an Intent trigger block to the canvas so the chatbot knows what to do when the handoff intent is detected.

1. Open **Blocks** from the sidebar.
2. Under the **Triggers** section, drag and drop the **Intent** block onto the canvas.

<img src="https://chatling-assets.b-cdn.net/intent-block-chatbot-builder.jpg" width="400" alt="Add Intent trigger block" />

4. Click on the intent block to open its editor.
5. Select the **Human agent / Live support** intent from the dropdown.

<img src="https://chatling-assets.b-cdn.net/human-support-intent-trigger-chatbot.jpg" width="400" alt="Configure Intent trigger block" />

### Step 3: Add a Human Handoff block

Now add the block that will actually transfer the conversation to a human agent.

1. Open **Blocks** from the sidebar.
2. Under the **Actions** section, drag and drop the **Human Handoff** block onto the canvas.

<img src="https://chatling-assets.b-cdn.net/add-human-handoff-block-chatbot-builder.jpg" width="300" alt="Add Human Handoff block" />

3. Click the block to open its editor and configure the following settings:

* **Auto-assign priority**: Automatically assign a priority level to the conversation.
* **Handoff confirmation message**: Automatically generate and display a confirmation message to the user when the handoff is initiated.

### Step 4: Connect the blocks

Connect the Intent trigger to the Human Handoff block so the handoff is executed when the intent is detected.

1. Drag a connection from the Intent trigger block to the Human Handoff block.

<img src="https://chatling-assets.b-cdn.net/connect-intent-to-human-handoff-chatbot-builder.jpg" width="400" alt="Connect Intent trigger to Human Handoff block" />

### Step 5: Enable intent matching on input blocks

Finally, tell the chatbot to check for the handoff intent when users send messages.

1. Open the input block where users enter their queries (e.g. a **Capture Text** block).

<img src="https://chatling-assets.b-cdn.net/open-capture-text-block.jpg" width="400" alt="Open Capture Text block" />

2. Under the **Match intent** section, click the **+** icon.
3. Select the **Human agent / Live support** intent.

<img src="https://chatling-assets.b-cdn.net/select-human-handoff-intent-capture-text-block-chatbot-builder.jpg" width="300" alt="Select human handoff intent" />

Now, whenever a user sends a message through that input block, the chatbot will check if it matches the handoff intent. If it does, the Intent trigger fires and the Human Handoff block is executed, transferring the conversation to your team.

<Info>If no intent matches, the chatbot continues with its normal flow.</Info>

### Complete flow

Your finished flow should look something like this:

<img src="https://chatling-assets.b-cdn.net/human-handoff-complete-chatbot-builder-flow.jpg" width="400" alt="Complete flow showing Intent trigger → Human Handoff block" />

## Alternative: Manual placement

You don't have to use intents for handoff. You can place the Human Handoff block anywhere in your chatbot flow and connect it directly to other blocks.

For example, you could:

* Connect it after a **Buttons** block where one option is "Talk to a human".
* Place it at the end of a troubleshooting flow as a fallback when the chatbot can't resolve the issue.
* Trigger it from a **Condition** block based on a variable value.

This gives you full flexibility to design the exact handoff experience you want.

## What happens after handoff

Once the handoff is triggered:

1. The conversation is flagged as **Needs agent intervention** in the [Conversations](/live-chat/managing-conversations) page.

<img src="https://chatling-assets.b-cdn.net/conversation-needs-agent-intervention-indicator.jpg" width="300" alt="Indicator in the conversation thread that the conversation needs agent intervention" />

2. An [AI summary](/live-chat/managing-conversations#ai-summary) of the conversation is generated for the agent.

<img src="https://chatling-assets.b-cdn.net/ai-summary-human-handoff.jpg" width="400" alt="AI summary for the agent after handoff" />

3. If [notifications](/live-chat/notifications) are enabled, your team will be notified.
4. A team member can then pick up the conversation and reply directly.

## Next steps

<CardGroup cols={2}>
  <Card title="Availability" icon="clock" href="/live-chat/availability">
    Set office hours and reply time for your team.
  </Card>

  <Card title="Notifications" icon="bell" href="/live-chat/notifications">
    Configure notifications for your team.
  </Card>

  <Card title="Managing Conversations" icon="comments" href="/live-chat/managing-conversations">
    Learn how to manage handed-off conversations.
  </Card>
</CardGroup>
