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When should an AI agent hand the call to a human?

Clio Team · Aug 12, 2026 · 5 min read

An agent that never transfers is as risky as one that transfers everything. Decide the boundary deliberately.

Good reasons to transfer

  • The caller asks for a person.
  • The topic involves money disputes, safety or legal questions.
  • The agent has failed to understand twice in a row.

Make the handoff useful

Pass along a short summary so the caller doesn't repeat themselves.

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