Hand-off
Account-level hand-off integrations: connect helpdesks and webhooks so agents can escalate conversations when configured.
Open Settings → Hand-off.
Purpose
Hand-off configures destinations where a conversation or payload can be sent when your automation triggers a hand-off (for example to Zendesk, a generic webhook, or another supported provider). Agents reference these connections from Agents → Hand-off.
Providers and connections
The page groups providers. For each you can:
- Add or edit a connection (subdomain, email, API keys, secrets, etc., depending on provider).
- Expand rows to see multiple connections if allowed.
- Delete a connection when you no longer use it.
Webhook-style hand-offs
For webhook providers, you typically set:
- URL and optional secret for signature verification
- Timeout (milliseconds)
- Optional custom headers
Test webhook loads a sample payload template from the API so you can send a trial request and inspect the response in the UI.
After saving here, confirm the same provider appears and works from Agents → Hand-off for the agents that should escalate.
Last updated 2 days ago
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