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AI Assist Setup

Use base prompt instructions for escalation

Want your AI Assist agent to know exactly when (and how) to hand things over to a human?

In this video, we’ll walk you through how to craft Base Prompts that guide AI Assist during escalations — ensuring seamless transitions between AI and your live team.

Learn how to:
• Write clear fallback instructions using Base Prompts
• Trigger human escalations with buttons like [option] Speak to a human
• Add fallback shortcuts for ticket creation
• Direct visitors to other support channels when agents are offline

Perfect for support teams that want AI to handle more — while keeping every conversation on-brand, accurate, and human when it matters most.

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