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Hand off chats by email, on every plan

Send the conversation with the transcript to one or more team addresses when a shopper asks for a person.

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What is sent

  • The conversation transcript, with AI messages labelled
  • An AI-generated summary, labelled as such
  • The shopper's email when given, and whether it is verified

Setup

  1. Add recipients

    In the dashboard, open Handoff and add the team addresses.

  2. Recipients confirm

    Each recipient clicks the confirmation link we email them.

  3. Test it

    Send a test handoff from the playground.

Email handoff: Every plan

Conversations you hand off are sent by email to the addresses you choose, under your own responsibility for those recipients.

Frequently asked questions

Why do recipients have to confirm their address?

So handoffs with shopper data only go to addresses that belong to your team. Each recipient confirms once from an email link.

Can my team reply to the shopper by email?

Replies go to the shopper's address when they gave one. Check the verification status before sharing order details.

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