Smart AI Handovers for High-Value Sales

Recognize the moment for a person. Give your sales or support expert the customer's needs, product context and full conversation.

b2b lead-capture live-chat workflows customer-support

A customer asking about a large machine is an opportunity for your sales team. A specialist compatibility question may need an engineer. A sensitive product question may need a qualified person.

Flyweight lets you define those moments. The AI can clarify the request and collect the details, then hand over with the conversation intact. Human takeovers and live chat are included free.

Define the triggers that matter to your brand

Useful handover triggers include:

A high-value purchase or a large quantity.
A custom configuration, negotiated quote or project requirement.
A missing technical detail that prevents a supported recommendation.
A safety-critical or sensitive question outside approved product guidance.
An explicit request to speak to a person.

The goal is to recognize where your team's expertise creates the most value. Each trigger should have a destination and a clear next step.

Example: a customer wants to buy a big machine

The AI can first establish the intended application, required capacity, relevant constraints, timing and contact details. It then prepares a concise brief for the right sales specialist.

Purchase intent → clarify requirements → collect contact details → route to the specialist → continue with full context.

This is an illustrative workflow. Your team decides the questions, routing conditions and promises the AI may make. A handover should not imply that a quotation, consultation time or product availability has already been confirmed.

Make the context travel with the customer

Include the product or product family, collected requirements, unanswered questions and conversation history. If the request began with a parts list, carry the matched items and quantities into the quote workflow.

For live assistance, your team can take over the conversation. When a person is not available, collect a request and route it through the configured form, email or contact path. Set expectations using your actual response policy.

Help the AI improve between handovers

Review the reasons conversations reach your team. A missing manual or an undocumented compatibility rule may be a knowledge gap you can fix. Other cases should continue to reach an expert.

Use those findings to refine your product decision trees, specialist content and routing rules. Test both successful recommendations and escalation cases.

Frequently asked questions

Can we define different handovers for sales and support?

Yes. Define routing conditions and destinations around the customer's intent and the information collected. Your setup determines whether the next step is live chat, a form, email or another configured contact path.

What happens when nobody is online?

The AI can collect the request and contact details with the conversation attached, then use the configured route. It should communicate the team's actual availability and response policy.

Do human handovers cost extra?

Human takeovers and live chat are included free. AI usage and custom implementation requirements depend on your plan and setup. See the current pricing or discuss your workflow in a demo.