Quick answer
To set up Chatbot handoff, confirm the input format/device, choose output settings, then run a small batch. Handoff should carry context, not restart the conversation.
Why it matters
Validate on a small sample before running the whole batch.
Pass intent, order and attempts at handoff.
Step by step
- Define QA goals and observable behaviors before building a giant scorecard.
- Stratify samples by shift, channel and risk so they represent real problems.
- Calibrate scoring boundaries before ranking or performance decisions.
- Attribute issues to knowledge, process, system or people before choosing fixes.
Common mistakes
- Scoring without calibration makes managers incomparable.
- Sampling only easy tickets biases the result.
- Using QA as punishment makes agents hide context.
- Looking only at CSAT while ignoring resolution and rework.
Checklist
- Scorecard has behavioral anchors.
- Sampling has stratification rules.
- Calibration records disputed samples.
- Issues have owners and review dates.
Key facts
- Pass intent, order and attempts at handoff.
- Define triggers: sentiment, amount, permissions, failure count.
- The bot should not pretend to handle out-of-scope requests.
FAQ
How do I set up Chatbot handoff?
To set up Chatbot handoff, confirm the input format/device, choose output settings, then run a small batch. Handoff should carry context, not restart the conversation.
How long does it take?
Usually 1-3 minutes; for intermittent issues, run 30 seconds and retest elsewhere.
Is data uploaded?
Runs locally and does not upload video/audio; extensions may still read the page.
Source: Intercom handoff