Turn It On
Live takeover works with the native AGO ticketing system.- Go to Tickets → Ticket Forms and make sure AGO is the active ticketing system.
- Click Configure ticketing system.
- Turn on Live human takeover and save.
What the User Sees
- The user asks to talk to a person, or the AI detects that they need one.
- The AI tells them a support agent will answer in the conversation, and a ticket is created with a summary of the request.
- A banner above the message box shows that the conversation is waiting for an agent. The user can keep writing: their messages reach the team, and the AI does not answer them.
- When an agent joins, the banner disappears, a note in the conversation shows the agent’s first name, and their replies appear in the chat as they are sent.
- When the agent hands the conversation back, the AI answers again.
Handle a Conversation
Conversations waiting for an agent appear in the Live queue of the Tickets page, with a Waiting badge. Conversations an agent is handling show a Live badge. Open the ticket to see the whole conversation, including what the user told the AI. A bar at the top shows the conversation state and whether the user is currently online.
While the conversation is live, the message box sends Chat messages: the user sees them immediately. Under each of your replies, Seen means the user read it in the chat, and Sent by email means it reached them by email instead. Switch to Internal note to write something only your team can see.
To transfer a conversation, change the ticket’s Assignee: the user is told who took over. Removing the assignee puts the conversation back in the queue. Closing or solving the ticket hands the conversation back to the AI.
