Sometimes your visitors need to speak with a human. SiteSpeakAI makes it easy to escalate conversations to your support team when the AI can’t fully help.

How human handoff works

When enabled, visitors can request to speak with a human agent. They’ll be prompted to enter their email address, and your team receives a notification with the conversation details.

Enable escalations

Go to Configuration

In your chatbot dashboard, click Configuration in the sidebar.

Select Settings

Click on Settings.

Go to Escalations tab

Click on the Escalations tab.

Enable Escalations

Toggle on Enable Escalations to allow visitors to escalate to human support.

Email notifications

Get notified via email when a visitor escalates:

Round robin notifications

If you have multiple team members handling support, enable Round Robin Notifications to rotate escalations between email addresses instead of sending to all. Each escalation goes to the next email in the list.

Round robin is great for distributing workload evenly across your support team without overwhelming everyone with notifications.

Slack notifications

Receive escalation notifications directly in your Slack workspace:

Connect Slack

Go to Install Agent → Slack and click Connect to Slack.

Install the app

Authorize SiteSpeakAI to access your Slack workspace.

Invite to a channel

Invite the SiteSpeakAI bot to the channel where you want to receive notifications.

Enable Slack notifications

Back in Settings → Escalations, toggle on Enable Slack Notifications.

You must connect Slack in Deploy & Install before the Slack notification option becomes available.

Webhook notifications

Send escalation data to any URL via a POST request. This is useful for integrating with tools like Zapier, Make, or your own CRM.

Enable webhook notifications

In Settings → Escalations, toggle on Enable Webhook Notifications.

Enter your webhook URL

Paste the URL where you want to receive escalation data.

Enter your webhook URL

Paste the URL where you want to receive escalation data.

Add a signing secret (optional)

Enter a secret to sign webhook payloads with HMAC-SHA256 for verification. The signature is sent in the X-Signature-256 header.

Webhook payload

When a visitor escalates, SiteSpeakAI sends a POST request with a JSON body:

Verifying webhook signatures

If you set a signing secret, each request includes an X-Signature-256 header. To verify the request is from SiteSpeakAI, compute the HMAC-SHA256 of the raw request body using your secret and compare it to the header value:

Webhook notifications work independently of email and Slack notifications. You can enable any combination of the three.

How visitors escalate

Once enabled, visitors can escalate to human support by:

Asking to speak with a human: The AI recognizes requests like “Can I talk to a person?” or “I need human help”
The AI offering escalation: When the AI can’t confidently answer, it can offer to connect the visitor with a human
A rule in your Instructions: If your Instructions say that certain situations should go to your team (for example bugs, outages, login problems, complaints or refund requests), the AI escalates those messages without waiting for the visitor to ask for a person

When a visitor escalates, they’ll be prompted to enter their email address so your team can follow up.

Instruction-driven escalation only works while Enable Escalations is on. With it off, the AI answers those messages as normal and never opens the escalation form on its own.

Responding via Live Chat

When you receive an escalation notification, you can respond to visitors in real-time through the Inbox (Conversation History).

Open the Inbox

Click Inbox in the dashboard sidebar to see all conversations.

Select the conversation

Find the escalated conversation and click on it to open.

Start Live Chat

Type your message in the input field and send. This automatically starts a Live Chat session.

End Live Chat

When finished, click the End Live Chat button in the conversation header. This returns control to the AI assistant.

While Live Chat is active, the AI assistant will not respond to messages. This ensures the visitor only communicates with your support team until you end the session.

Customizing escalation messages

You can customize the messages shown to visitors during escalation in the Localization tab under Settings, including:

Best practices

Set expectations: Let visitors know typical response times in your escalation confirmation message
Use round robin: Distribute escalations evenly across your team
Connect Slack: Get real-time notifications where your team already communicates
Use webhooks: Connect escalations to your CRM or ticketing system via Zapier, Make, or a custom endpoint
Review escalations: Regularly review why visitors escalate to improve your AI’s training

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