Design a human-handoff summary generator for support
Use so that when a bot escalates to a human agent, the agent gets a tight, complete context summary instantly.
Design the handoff behavior for a support chatbot that escalates to human agents.
Channel: {{channel}}
Agent CRM fields available: {{crm_fields}}
Create:
- A trigger list for when to escalate (frustration, complexity, policy limits, explicit request).
- The handoff message shown to the USER (sets expectations, no dead air).
- The internal summary written for the AGENT: issue in one line, what was tried, customer sentiment, relevant CRM fields, and the single decision the agent must make.
- A rule to never lose the conversation history or make the customer repeat themselves.
- A "false escalation" check so easy questions are not bounced to humans.
Output both message templates and the escalation trigger list, with one filled-in example summary.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.
- {{channel}}
- {{crm_fields}}
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