Email Hand-off is now live for all Droxy users. This feature lets your AI chatbot collect customer information and send it to your support team when human help is needed. Here's why it matters and how to set it up.

Why use Email Hand-off?

AI chatbots handle many customer queries, but sometimes a human touch is necessary. Email Hand-off bridges this gap. For example, a dentist's office can use AI to answer basic questions about services and hours, then switch to Email Hand-off for appointment requests or specific medical inquiries.

How to set up Email Hand-off

1. Find your chatbot and click "Manage"

2. Go to the "Tools" tab

3. Enable "Email Handoff" and set it up

Turn on Email Handoff, choose what info to collect, set the form title, and add the email where you'll get notifications.

4. Test the tool.

Open your chatbot and type something like "I want to talk to a human being". Then, fill out the form as if you were a user.

The chatbot will confirm the form submission which you can fill out:

You'll get an email with the user's details:

5. You can also view the conversation inside the app

6. Mark issues as resolved.

Once you've helped the customer, mark the conversation as resolved in your dashboard.

Tips for using Email Hand-off

• Collect only the information you need from customers

• Use the conversation view to understand the full context before reaching out

• Regularly review hand-off reasons to identify common issues

Email Hand-off helps you offer both AI efficiency and human support when needed. Give it a try and let us know what you think at contact@droxy.ai.