TidyAnswer Help Center

Review and complete a Voice AI handoff

Continue an AI-answered call with its summary, transcript, owner, and action items.

Steps

  1. Open the AI handoff from the escalation or conversation view.
  2. Read the customer request and verify the summary against the available transcript.
  3. Take ownership or assign the teammate best able to respond.
  4. Contact the customer on an eligible channel and record the outcome.

If you still need help

Search this Help Center using the exact feature or visible error. If the issue continues, use Call TidyAnswer support from the Help Center navigation. Include any public reference and the approximate timestamp, but never include passwords, access tokens, provider credentials, or raw webhook payloads.