Assign to agent or team

Hand over a conversation when another allowed person, team or AI agent should continue.

How it works

1. 01

   When to use

   When to use. Define the exact customer request or situation that needs a handoff, such as a billing problem or a request for human help.

2. 02

   Set up permissions

   Set up permissions. In Skills, add Assignment and select the permitted targets. Use @ in the instruction editor to choose an actual target, instead of typing an unlinked name.

3. 03

   Example instruction

   Example instruction. If the customer asks to speak to a person, assign to @Support Team. Insert Support Team from the mention picker and choose it in allowed targets.

4. 04

   Customer context

   Customer context. Type $ and select an allowed contact value if the decision needs saved customer information. Enable and select that field in Update contact fields first.

5. 05

   What happens

   What happens. A successful action changes the conversation owner in ValueChat. Configure the handoff message separately; do not promise an assignment before the action succeeds.

6. 06

   Limitations

   Limitations. This skill transfers ownership immediately. It does not schedule a future handoff or add new routing methods by wording alone. Test the allowed target and review the action result.

What to verify