See the conversation
Review the live call context from the office workspace. Staff can understand what has been discussed before deciding whether to step in.
Live call oversight & handoffs
A person when needed. With the facts attached.
Keep the office involved in live conversations. Authorized staff can watch, listen or take over a call, while configured handoffs reach the people responsible for decisions that need human attention.
See it in a demoOptional AI · Your business rules and approvalsheyhomecareOptional agentic workflow
Office coordinatorNina K.Available for a human handoff
Live call oversight & handoffsLive call handoff
- 1ConversationFacts collected
- 2Staff controlsListen or take over
- 3On-call contactConfigured team
- 4After the callReview record and follow-up
A person remains responsible for consequential decisions.
Inside the workflow
The details that make the difference.
Connected to the people, visits and records your office already works with.
Reach the responsible team
Use the agency’s transfer and on-call settings for inquiries, approvals and urgent situations. Relevant facts accompany the handoff instead of making the caller start over.
Keep an official record
Use the transcript and call history for follow-up. Recordings are available when the agency’s recording storage and applicable disclosure configuration are in place.
How it comes together
A clear next step. At every stage.
- 1
See the context
Review the live conversation and caller details permitted for the role.
- 2
Join or take over
Bring a staff member into the conversation when needed.
- 3
Follow through
Keep the result and remaining tasks on the agency record.
Built around your agency
See your workflow, connected.
Walk through live call oversight & handoffs with our team. We’ll show how it fits your agency’s people, process and business rules.