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How to set up call handover to a human: a checklist

A practical checklist for setting up call handover from an AI phone assistant to a person: when to hand over, who takes it and what they see.

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Start with the rules

List the calls that should always go to a person. Typical examples are complaints, upset callers, anything outside normal bookings and a caller who asks for someone.

For clinics, add anything medical or urgent. For garages, add price questions you do not want answered by an assistant.

Choose who takes the call

Name a person or a short list for each time of day. Check the number the call will go to is one that gets answered.

Decide what the caller hears

A short, honest line that says what is happening. No silence and no starting again from the beginning.

Decide what your team sees

Who called, what they asked and what has already been done. That lets the person pick up where the assistant stopped.

Plan for nobody being free

Agree a next step, such as a callback within a set time, and make sure the caller is told it.

With Tableline you set these rules with us when Novi is put on your phone line. See the pricing page for plans, and our note on what a good phone handover looks like.

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