How to do it
- 01
Ask an approved question in the visitor widget and confirm the response and source. Then ask an unknown question or choose Talk to a person.
- 02
Find the conversation in Team inbox. Review the bot messages, cited source, and reason for handoff before responding.
- 03
Assign it to the right team if needed. Send a human reply and verify the visitor receives it.
- 04
Review automation insights and unsafe answer reports. Improve the article or settings before re-enabling a paused assistant.