Human handoff context summary rules
Use to make a bot produce a tight summary for the human agent picking up the conversation.
Write rules and a template for generating a human handoff summary in a support bot.
What agents need to know: {{agent_needs}}
Define a summary template the assistant fills when escalating, including:
- The customer's goal in one sentence.
- Key facts and identifiers already collected.
- What the bot already tried and the result.
- The customer's current mood or urgency.
- The single most useful next action for the agent.
Add a rule to keep the summary under {{max_lines}} lines, factual, and free of speculation. Output the template plus one filled example.Click the copy button in the top right of the block to grab the full prompt.
Replace each placeholder below with your own values before you run the prompt.
- {{agent_needs}}
- {{max_lines}}
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