Delegation — handoff between AIs

What it is

If you have multiple AIs configured, one can automatically hand off the conversation to another when the situation calls for it. In the dashboard this section is called AI Delegations and is opened from the Manage Delegations button inside each AI’s configuration.

The source AI detects a situation that matches a delegation. The lead is silently transferred to the target AI.

How to configure it

1. Create two or more AIs (each with its own prompt, sales links and content).
2. Open the AI that will delegate and click Manage Delegations → Add Delegation.
3. Fill in the two fields:
   • Delegate to AI: the AI that will take over the conversation.
   • Situation: describe in natural language when the delegation should happen. Example: When the customer asks about technical support.
4. Save. The rule will appear in the list of Current Delegations.

You can add several delegations in the same AI, each with its own situation and target AI.

How it works

• The AI evaluates the situation you described after every message and decides when to delegate.
• The lead is transferred silently: they never see a message about the change.
• The new AI takes over with its own prompt, sales links and content.
• From that point, that lead converses with the new AI until another delegation moves them again.

Delegation examples

• Sales → Support: when the lead asks about something technical about a product they already own.
• Acquisition → Closing: when the lead shows clear buying intent.
• Generic → Specialized: when the lead mentions a specific product or service that requires its own flow.

Describe the situation well

The AI decides when to delegate by reading the Situation field. If you leave it ambiguous (“when appropriate”, “if needed”) the delegation won’t trigger reliably. Be specific about the topic, the lead’s intent or the wording that typically appears in that kind of message.

Delegate to another AI or hand off to a human?

Delegation hands the lead off to another AI. If what you need is for the AI to stop replying so the conversation lands in your inbox, use the Switch-to-Manual Condition instead.