AI Automation

Bot Handoff Design for Sales and Support

Apr 3, 2025 | 6 min read | Digital Melons Insights Team

Conversation patterns that help bots qualify intent and transfer context cleanly to human teams.

Great bot experiences are defined by handoff quality. The bot should collect key context, summarize intent, and route to the right queue with clear priority signals.

Avoid long scripted flows before escalation. Progressive disclosure keeps user effort low and increases completion rates for qualification and support triage.

Track handoff success with first-response context completeness and time-to-resolution. These indicators reveal whether the bot is reducing friction for both users and agents.

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