Set a human follow-up path in Ask.
Decide when a person should help, what contact details to collect, and how the visitor should understand the handoff.
Setup steps
Choose the handoff trigger
Identify questions that need a business decision, private context, or a response that Ask should not provide.
Collect only what helps
Use the configured contact fields and request purpose needed for the person who will review the handoff.
Explain the next step
Tell the visitor what was received and what the business can realistically do next.
Example result
- The result
- The configured handoff explains the next step and collects a request with consent.
- What to check
- Submit a test request and find the retained conversation and follow-up details in Ask.
Adapt the example to your Website and review the result before moving to the next task.
Make the handoff understandable
A person should receive enough context to understand the request without implying an immediate reply, reservation, payment, or appointment confirmation.
Keep consent explicit
Collect contact details and request purpose through the configured consent flow. Do not use a hidden source value as a substitute for permission to follow up.
Before you continue
The handoff records a request for a person. It does not guarantee response timing, availability, payment, booking, or a completed service.