product-example 2 linked patterns checked
Microsoft Copilot Studio: Hand off to a live agent
Documents handing off an agent conversation to a live agent with full conversation history, relevant variables, engagement hub routing, alerts, and contextual continuation.
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What this source can teach
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Pattern Decisions This Source Supports
| Pattern | Supported decision | Required contract | Claim note |
|---|---|---|---|
| Escalate to human | Choose escalate to human when users need a route from AI, automation, chatbot, self-service, or failed recovery to a human channel or queue. | The escalation action names the human destination and whether it is live, asynchronous, specialist, supervisor, emergency, or review-only. | Supports live-agent escalation with conversation history, variables, routing, alerts, and continuation context. |
| Handoff summary | Choose handoff summary when the user's task is to take over work or continue a conversation, case, incident, ticket, patient, workflow, or agent session from someone or something else. | A handoff summary is tied to a named source object and transfer event, not an orphan note. | Microsoft documents live-agent handoff with conversation history, relevant variables, routing, alerts, and contextual continuation. |
Comparisons supported by this source
- Escalate to human vs handoff summary vs chat interface vs review queue vs human approval gate vs recommended next action
Supports live-agent handoff with conversation history, variables, routing, and continuation context.
- Handoff summary vs assignment vs summary box vs activity log
Microsoft documents live-agent handoff with conversation history, variables, alerts, and contextual continuation.
Evidence Role
This source is treated as product-example evidence. Its value comes from the specific claims and setting described above.
Publisher: Microsoft Learn. Last checked: .