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Human-in-the-Loop

Configure human agent handoff to seamlessly transfer conversations from AI to human agents and back.

Overview

The Human-in-the-Loop workflow allows AI agents to escalate conversations to human agents when needed. This is powered by the Human Agent tool, which handles queue management, agent assignment, timeout behavior, and end-of-session feedback.

Refreshed Human Agent UI (1.0.34)

The Human Agent screen inherits the refreshed chat UI — sleeker layout, language-model picker and attach-file inline in the message input, and prompt shortcuts in a more compact arrangement.

Refreshed Human Agent Screen Human Agent console showing the refreshed conversation layout — My Active / Queued for Human / AI Active panels with the streamlined message input

Quick Setup

  1. Create a Human Agent tool under Settings > Processors > Tools (see Tools > Human Agent)
  2. Assign the tool to your agent under Agent Settings > Tools
  3. Set the tool description to instruct the LLM when to trigger handoff

Key Features

Transfer and Queue Management

Setting Description
Maximum Queue Time Max duration a transfer request stays in the queue before returning to AI
Agent Console Notification Idle Timeout Max idle time after a human agent receives a notification. Set to 0 to disable
Mid-Conversation Agent Idle Timeout Max inactivity during active conversation before returning to AI
Agent No Response Message Message shown when idle timeout is exceeded

Human Agent Identity

End users see the name of the human agent who joins. Admins can configure a custom transfer message with {{human_agent_name}} placeholder.

Chat Rating

After a human-agent session ends, users can rate their experience on a 5-star scale with optional feedback. Ratings and feedback are available in Conversation Monitoring and agent reports.

Notification Sound

Select from multiple notification sound options to alert human agents of incoming transfers.

Monitoring

  • Conversation Monitoring — view human agent ratings, feedback, and session details
  • Agent Reports — metrics for Unpicked Conversations, Picked Conversations, and Requests for Human Agents
  • Email Notifications — configure alerts for flagged conversations and message dislikes in Agent Behavior settings