Let your Flow Agent collect a few details before handing off to your team
List the details your AI agent should ask for before a routine handoff, and your team gets them in a private note before they say hello.
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Mampu AI Flow Agents can now ask the customer for a few details, such as a phone number or an order reference, before handing a routine question to your team. Your team gets the answers in a private note, instead of spending their first messages asking for them.
How to use it
- Open the agent in the designer and click Settings in the header.
- Turn on Try to help before handing off. It is off by default.
- Under Details to collect before handing off, click Add detail for each one your team needs, such as a phone number, a preferred callback time or an order reference, with a short note on what to ask for. Press Save.
Details
- The agent asks once, in one message, in the customer's language, and makes clear the details are optional. Whatever the customer replies, the conversation goes to your team next.
- A private note, Collected before handoff, shows the customer's question and each detail. Anything skipped is marked not provided.
- A customer who asks for a person, or is clearly upset, is handed off straight away. Details the flow already collected are not asked again, and after 15 minutes of silence the handover happens anyway.
- The details also appear in the flow's submissions like any other collected detail.
