product-example 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.

Open source

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.

Evidence Role

This source is treated as product-example evidence. Use it to validate the decision rules above, not as a visual style reference.

Publisher: Microsoft Learn. Last checked: .