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Seamless handoffs, with full context

Hand off to a human without missing a beat. Create a ticket for async follow-up, or pull a human agent into the live chat with the full conversation in hand.

Payment issue
New
Today

I am encountering an issue where I am trying to complete the checkout process using the discount code provided. Despite entering the code correctly, the discount is not being applied to order, preventing from finalizing his purchase.

Please let me know what can be done!

Thanks,
Ryan Jack

bugissue.png

Cody Fisher replied · Just now

Hey Ryan,

Thanks for getting in touch with us. The code that you are using seems to be expired. I am escalating this to our finance team and you should hear back from them within 24 hours.

Thanks,
Cody Fisher

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DetailsAI Agent

Assignee

Author

User ID#0584
NameRyan Jack
Emailryanjack@acme.co
Email CCangelajack21@gmail.com

Ticket summary

Ryan Jack reported an issue where a discount code wasn't applying during checkout. Cody Fisher responded, confirming the code appears to be expired and has escalated the issue to the finance team, promising a response within 24 hours.

Ticket details

StatusNew
Ticket ID#0971
Submission15th May, 26

Two ways to hand-off

Open a ticket for a follow-up, or route to a human without dropping the customer using the live chat action.

I tried subscribing twice with different cards, but payment fails. Can you help?

Async ticket creation

The AI agent creates a ticket in your helpdesk with the full conversation attached, and a teammate follows up with the customer.

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Payment issue

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Resolution rate

72%

Response time

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Automatically route new tickets to the right teammate based on skill, workload, or channel.

Manual takeover

Any teammate can jump into an AI conversation and take over without losing context.

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Let the AI draft or send replies directly for issues it already knows how to resolve.

Frequently asked questions

The AI escalates automatically when it's asked something outside its training, when a customer asks for a human, or when it hits an escalation rule we set up for your business during the build.

The AI steps back and stays silent in the thread. It keeps watching the conversation so it can pick support back up once your teammate marks the ticket resolved.

No — the inbox, ticket statuses, and escalation routing are part of what we build and configure for you, so most teams don't need to bolt on a separate helpdesk tool.

Escalated conversations move to "In review" by default. We can map this to whatever statuses match your team's existing workflow as part of setup.

Tell us how your team is organized and how you want tickets handled — we configure the routing rules during the build, so tickets land with the right person from day one.

Yes — tell us your team's hours and time zones during setup, and we configure routing so tickets only go to teammates who are currently online.

Tell us what you want your agent to handle

A 20-minute call is usually enough for us to tell you whether it's worth building.

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