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← All solutionsDigital conversations need people, too

An AI agent with a clear path to human assistance.

Help the visitor continue with an advisor using your company’s contact information. Maintain a visible path between agent guidance and human assistance.

Get my agent ↗See how it works ↓
Conceptual illustration of Agente IA with its official star: Continue with a person. Human and agent contact are different steps.
Conceptual composition with illustrative data; It is not a panel screenshot nor a real case.

There are conversations that need a person: a condition that needs to be confirmed, a special request, or a customer asking to speak to someone. The agent can guide and show the way to your business contact. This step must be visible, correct and consistent with the care that your team can really offer.

Conceptual illustration of Agente IA with its official star: Continue with a person. Human and agent contact are different steps.
Conceptual visualization of the solution.
When a person is needed

From agent chat to contact with an advisor.

Referral to human care begins with recognizing the right moment. An out-of-scope query or explicit request for an advisor should not produce another lengthy explanation that prevents you from continuing. The message should indicate how to contact and make it clear what will happen when using that access.

Prepare the company’s contact details and check the destination that the button opens. If you use a link to WhatsApp, check the number, the country and how it works from mobile and computer. A contact link is not the same as transferring a conversation to an integrated contact center.

  • Make the contact action identifiable.
  • Check that the destination belongs to your company.
  • Explains the limitations of available care.

    • No automatic history transfer or permanent human availability is promised.

See it in action

A clear idea, before the first click.

Use the selector to explore this example. Your business settings are managed from the authenticated panel.

Interactive exampleDoes not modify your account

Illustrative demonstration with fictitious data. You don’t look at an actual catalog or make calls to an AI vendor.

Conceptual illustration of Agente IA with its official star: Continue with a person. Human and agent contact are different steps.
Conceptual visualization of the solution.
The destination is also part of the product

Contact information and schedules that you can maintain.

A correct button may no longer be useful if it points to a number that no one no longer answers. Include the contact in the agent’s periodic review and test it again every time the person in charge, the telephone number or the way your company responds changes.

Align the message with your schedule and response expectations. If the equipment is not immediately available, avoid promising it from the conversation. Continuity improves when the visitor knows where they are going, why they need to contact and who can help them with the next part of their query.

  • Have someone responsible for reviewing the channel.
  • Check links after each change.
  • Communicate only current schedules and conditions.

    • The visual examples do not send messages or use demo numbers as a contact destination.

01

The contact is born in your company

The WhatsApp number and business data are configured on the panel. The agent should use that data, not a demo number or that of another business.

02

An understandable next step

A request for an advisor, a question that needs confirmation, or missing information may require human assistance. The message should explain what the visitor can do next.

03

Care is verified end-to-end

Test the button on mobile and desktop and confirm that it opens the correct destination. The advisor’s availability and response time depend on your operation.

From interest to action

This is how you take the next step.

  1. Register and review your company’s contact information.
  2. Check access to advisor from the agent’s experience.
  3. Open the link and confirm the number and destination service.

Before starting

When should an AI agent be referred to a person?

When the visitor requests an advisor, necessary information is missing or the query requires confirmation that the agent cannot provide with his sources.

Can you open a contact of WhatsApp?

It can guide you towards the contact details configured for your business. Check the number and behavior of the link on your visitors’ devices.

Does this include WhatsApp Business API?

A contact link does not equate to an integration with WhatsApp Business API or a contact center. The scope should be reviewed separately.

Is human assistance included during 24 hours?

That service is not promised. Your business defines the team, schedules and service conditions that it must communicate.

The experience continues.

Conceptual illustration of Agente IA with its official star: Continue with a person. Human and agent contact are different steps.
Agente IA

Business knowledge

Connect authoritative information and organize the data your visitors need. Build a knowledge base that you can review, correct and maintain.

Explore solution →
Conceptual illustration of Agente IA with its official star: Continue with a person. Human and agent contact are different steps.
Agente IA

Personality and experience

Adjust the agent’s tone, instructions, and presentation. A coherent experience begins with clear objectives and limits that you can verify.

Explore solution →
Agente IA for your business

The next step can start here.

Review the trading options and scope available for your account.

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