How does the Handoff Agent know when to transfer a lead?

It uses configurable logic based on 'Confidence Thresholds' and 'Intent Signals.' If an upstream AI is less than 90% confident in a compliance check, or if a prospect asks a buying question, the **Handoff Agent** triggers the transfer.

Does the customer know they are being handed off?

Transparency is key. The agent can be scripted to say, 'I'm bringing in a senior specialist to review this details,' ensuring the customer feels upgraded rather than passed around.

What happens if no human is available immediately?

The agent checks human calendar availability. If no one is available instantly, it autonomously books a meeting for the next available slot that works for both the customer's time zone and the expert's schedule.

Can it route based on language skills?

Yes. In global trade, this is critical. The agent identifies the customer's language preference and routes the dossier to a specific sales rep or support agent who speaks that language, ensuring a native-level conversation.

Does it integrate with Salesforce or HubSpot?

Absolutely. The **Handoff Agent** is designed to live within your CRM. It updates lead status, logs the AI conversation history, and creates tasks or opportunities directly in the human's workflow.

Handoff Agent | AI Workers

Handoff Agent is an AI worker that bridges autonomous AI and human experts.

It monitors sentiment, intent, and confidence drops to execute context-aware transfers with God Mode dossiers-saving specialists 30-50% time while driving 7-12% revenue increase through zero dropped opportunities.

What is Handoff Agent?

AI-Human Bridge. Organizations deploy AI fleets (Outreach, Compliance, Support Agents) but the transition point is vulnerable. Failed context transfer to human experts causes lost revenue and reputational damage. Handoff Agent monitors AI conversations in real-time, detecting sentiment shifts, purchase intent, and confidence drops to execute perfect transfers.
Contextual Continuity. Traditional handoffs lose information-recipients read email threads or ask clients to repeat issues. Synthesizes interaction history into Executive Briefing/Dossier. Humans enter with God Mode visibility-client pain points, agreed terms, next best action-skipping discovery and moving to closing.
Skills-Based Routing. Routes to the right human based on expertise, region, availability-not just next available. German prospect asking about chemical import → German-speaking HAZMAT-certified expert. Protects expensive senior assets from low-level noise.
McKinsey Hybrid Model. AI handles volume, humans handle value. Projected 7-12% annual revenue increase from preventing dropped opportunities during digital-to-human transitions.

Replaces:

Sifting through AI logs to find conversations needing intervention.

Time-consuming email thread catch-up reading.

Blind cold transfers forcing customers to repeat issues.

Gut-feel "sales ready" decisions.

Rigid round-robin assignment ignoring skill matching.

Ready to see Handoff Agent in action?

Why Handoff Agent?

30-50% Specialist Time Saved. Protects high-cost human capital. Strict entry thresholds ensure humans engage only when necessary. Doubles senior team capacity without headcount increase.
Zero Dropped Batons. Leads go cold waiting in handover queues. Operates 24/7 bridging timezone latency. Singapore prospect at 3 AM New York gets slot booked on rep's next morning calendar with briefing prepared.
47% Higher Conversion. Nothing destroys trust like explaining twice. Human says "I see you discussed HS codes with our AI-I have that data here." Seamless premium experience impacts conversion and retention.
AI Risk Mitigation. Autonomous agents can hallucinate regulatory nuance. Detects low-confidence scores and high-stakes keywords (lawsuit, penalty). Pulls emergency brake, brings human into loop-essential for compliance-heavy sectors.

How It Works

Workflow Automation

How Handoff Agent integrates with your systems

AI-to-Human Transfer

HandoffLead TransferCustomer Experience

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Compiles conversation summaries, scores lead qualification, and transfers to the best-matched human agent.

Trigger Detection. Monitors all customer-facing bot streams via NLU. Detects explicit ("Can I speak to a person?") and implicit triggers (sentiment drop, high-value pricing question, sub-90% compliance confidence).
Dossier Creation. Freezes autonomous interaction. Compiles conversation summary, intent (Ready to buy/Frustrated), extracted data (budget, timeline, origin/destination), handoff reason.
Intelligent Routing. Queries directory for best human match by skill set (Ocean Freight Expert), language (Spanish Speaker), workload. Dispatches to most capable resolver, not generic queue.
Transfer & Feedback. Executes via meeting booking, chat transfer, or Slack/Teams alert. Captures human resolution outcomes to retrain upstream AI-creating self-improving system.

Get Started

Build a cohesive hybrid workforce where digital speed meets human strategy. Deploy Handoff Agent to capture every high-value opportunity with seamless precision.

See how Handoff Agent works for your business

Core Capabilities

Sentiment Trigger Detection

Monitors live AI conversations for negative sentiment or complexity spikes to preemptively route to humans.

Contextual Dossier Generation

Synthesizes chat logs into executive summaries, equipping humans with 'God Mode' visibility before they engage.

Skills-Based Intelligent Routing

Matches inquiries to specific human experts based on language, region, and technical certification (e.g., Hazmat).

Feedback Loop Integration

Captures human resolution data to retrain upstream AI agents, continuously reducing the need for future handoffs.

Who It's For

Enterprise Sales Organizations

To manage the transition of thousands of AI-nurtured leads to Account Executives only when buying intent is confirmed.

Customs Brokerages

To automatically escalate low-confidence HS code classifications to senior brokers for review to prevent compliance penalties.

Global Logistics Providers

To route urgent 'cargo stuck' alerts from automated tracking systems to human exception managers 24/7.

Value Outcomes

Revenue Growth

7-12% revenue lift

Drive top-line growth by ensuring high-value leads are never dropped. AI-augmented sales models deliver **7-12% revenue increase**.

Specialist Efficiency

30-50% time saved

Liberate experts from low-level filtering. Automated handoff protocols save specialists **30-50% of their time**.

Lead Conversion

47% conversion lift

Improve close rates. Timely, context-aware handoffs contribute to a **47% higher conversion rate** on qualified leads.

Customer Satisfaction

30% retention boost

Eliminate repetition. Seamless context transfer improves customer experience, driving **30% higher retention** in B2B accounts.

Strategic Value for Decision Makers

For the CFO

**Resource Optimization.** The Handoff Agent ensures we stop paying expensive senior staff to do junior-level triage. It maximizes the ROI of our human capital by ensuring they only touch revenue-critical tasks.

For the COO

**Operational Continuity.** This agent bridges the gap between our 24/7 AI operations and our human shifts. It prevents process breaks and ensures that critical exceptions are handled with military precision.

For the Owner

**Scalable Quality.** We can scale our volume with AI without losing the 'personal touch' that built our brand. This agent ensures that every client feels like a VIP, even as we grow 10x.

Why Export Arena

Handoff Agent is not a standalone tool - it's part of Export Arena's AI & Automation Department as a Service. Pre-trained on global trade nuances, from HS codes to geopolitical risk, it delivers strategic insights tailored to C-suite decision-making. We provide resilience as a service.

See how Handoff Agent works for your business