Guide

Best Practices for AI to Human Agent Handoffs

Cresta · cresta.com

Warm vs cold transfer design and the five context elements a handoff must carry, from a contact-center AI company.

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The question it answers

  1. When do customers still need a human, and how do you design the AI-to-human handoff?

Read with it

  1. The definitive account of why an AI-maximalist company guaranteed customers a human option. customerexperiencedive.com Article Klarna changes its AI tune and again recruits humans for customer service CX Dive (Kristen Doerer)
  2. A practical checklist of escalation triggers and context transfer you can implement in a day. eesel.ai Guide 7 best practices for human handoff in chat support eesel AI
  3. Covers the customer-communication side: telling people when and why they're being escalated. freshworks.com Article How To Manage The AI-To-Human Handoff Freshworks
  4. What the human team actually does once AI resolves the majority of conversations. intercom.com Article Inside the AI-first support team (2026 planning series Vol. 03) Intercom (Declan Ivory)
  5. Names the four new roles (AI ops lead, knowledge manager, conversation designer, automation specialist). intercom.com Article The customer service roles AI needs to succeed (Vol. 02) Intercom
  6. The current frontier of the humans-vs-AI question, told through a startup betting on full replacement. techcrunch.com Article A married founder duo's company, 14.ai, is replacing customer support teams at startups TechCrunch
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