Transfer Chats to a Human When Needed

Did You Know AI Can Transfer Chats to a Human When Needed?

February 12, 20262 min read

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HighLevel AI chatbot human handover prevents lost leads and boosts conversions

AI chatbots are incredible for responding instantly and capturing leads before they drift to a competitor. But what happens when a prospect wants to speak to a real person or asks something your bot cannot confidently answer?

That is where HighLevel AI chatbot human handover comes in. It allows your bot to automatically transfer conversations to a human at the right moment, ensuring a seamless customer experience without losing momentum.

HighLevel AI chatbot human handover keeps conversations moving

HighLevel makes it simple to configure automated human handover inside Conversation AI.

When setting up your bot, head to Bot Goals and look for the Human Handover quick action. Here, you can define exactly when the AI should step aside and bring in a team member.

Common scenarios include:

✔ When a user asks to speak directly to a human

✔ When the AI lacks enough information to answer a question

✔ When a conversation becomes too complex for automation

Instead of letting the conversation stall, HighLevel smoothly assigns it to a specific user on your team.

HighLevel AI chatbot human handover assignment and task creation

When a handover is triggered, you can:

✔ Assign the conversation to a specific user

✔ Skip reassignment if the contact already has an owner

✔ Send a customized final message to the prospect

✔ Automatically create a task for follow up

✔ Apply custom tags for tracking and reporting

Creating a task is especially powerful. It ensures accountability and keeps your team on top of hot opportunities. The assigned user can follow up, resolve the issue and mark the task complete once handled.

HighLevel AI chatbot human handover improves customer experience

During testing, when a user requested to speak with a human mid conversation, the bot:

✔ Triggered the human handover action

✔ Sent a confirmation message to the prospect

✔ Assigned the conversation to the correct user

✔ Created a task for follow up

All of this happened automatically.

This means no dropped leads, no confusion and no missed opportunities. Your AI handles speed and scale, while your team steps in when empathy, clarification or deeper expertise is required.

Why HighLevel AI chatbot human handover matters

Automation is powerful. But automation plus human support is unbeatable.

With HighLevel AI chatbot human handover, you can:

✔ Capture leads instantly

✔ Escalate complex conversations automatically

✔ Maintain a professional and responsive brand experience

✔ Increase your chances of closing more deals

It only takes a few minutes to configure, yet it can dramatically improve how your business handles inbound conversations.

Login or start a free trial today to try it for yourself!


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