It Knows When
To Bring You In.
Most of the time, it handles the conversation start to finish. When something comes up it shouldn't handle alone, it hands the thread to your team. A message and an email land right away, so nothing sits waiting on a decision only a person can make.
- Right Away
- Notified the Moment It Hands Off
- Full Thread
- Every Handoff Comes With Context
- 0
- Guesswork On Your End
- Right Away
- Notified the Moment It Hands Off
- Full Thread
- Every Handoff Comes With Context
- 0
- Guesswork On Your End
It Steps Back.Your Team Steps In.
Not every conversation should end the same way. When one needs a person, it hands off clean, with the full story attached.
What Team Handoff Does
It runs the conversation on its own for most of what a lead needs. When something comes up it shouldn't resolve alone, it hands the conversation to your team. No guessing, no pushing forward blind. You get a message and an email, with the full thread attached, so whoever picks it up knows what happened.
Sound familiar?
Nobody Knows It Needs a Person
A conversation goes sideways and no one on your team even knows it happened until the customer follows up angry.
A Handoff With No Context
Someone tells you to "check on this customer" with no explanation. You are starting from zero on a conversation that has been going for days.
It Never Steps Aside
Instead of stepping aside, an automated system just keeps replying, digging the conversation deeper into a spot only a person can fix.
It Only Shows Up in the CRM Eventually
By the time anyone notices a lead needed a person, the moment to fix it has already passed.
How It Works
It Runs the Conversation
It handles questions, qualifies the lead, and books appointments, the same as it does for every other conversation.
It Hits Something It Shouldn't Handle Alone
A situation comes up that calls for a real decision, not another automated reply.
Your Team Gets a Message and an Email
Both land right away, with the reason for the handoff and the full conversation attached.
A Rep Picks It Up
Whoever takes it over already has the full thread in front of them. No catching up required.
What You Get
A Message the Moment It Happens
No waiting to notice a conversation needs you. You hear about it right away.
An Email Backup
Away from the app? The same handoff lands in your inbox too.
The Reason, Not Just the Alert
Every handoff says why it happened, not just that it did.
The Full Thread, Every Time
The whole conversation comes with the handoff. No digging for context.
It Doesn't Hand Off Everything
It keeps working most conversations on its own. It only brings you in when it actually should.
Nothing to Configure
It runs on its own for every conversation. No rules for you to set up.
Runs It. Until It Shouldn't.
Most Conversations Never Need You
It runs them start to finish, the same way a rep would.
When One Does, You Hear About It
A message and an email land right away, with the full thread attached.
You Pick Up Where It Left Off
No catching up. The context is already there.
Handled on its own, or handed to you. Nothing sits in between.
Perfect For
Home Services
HVAC, Plumbing, Electrical, Cleaning
Construction & Engineering
Roofing, Landscaping, General Contractors, Pool Installation
Real Estate
Agents, Property Management, Commercial vs Residential
Healthcare & Medical
Med Spas, Clinics, Dental, Specialties
Automotive
Sales, Service, Parts, Fleet
Consulting & Professional Services
Agencies, Law Firms, Accountants, Practice Areas
Reaches You Where You Already Are
A handoff sends a message and an email at once, so it reaches you whether you have the app open or not.
Works Even Better With
Follow-Through
A handoff lands on your team's daily action list, so it never gets lost among everything else going on.
Smart Lead Routing
A handoff goes to the rep already assigned to that lead, not just whoever is free.
Missed Call Text-Back
Both keep a conversation moving instead of letting it go cold, whether it's texting back or handing off to you.
Common Questions
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