Configure who receives operator context
Choose the operator connection that belongs to the installation and confirm who is responsible for reviewing incoming conversation context.
Send the information needed for review
Depending on the available context, a notification can include the current question, recent conversation, page or product details, and the assistant's prior response.
Use notifications for exceptions
Typical review cases include missing product data, complaints, private account work, custom requests, policy exceptions, or an explicit request for a person.
Keep takeover and reply decisions manual
A notification does not mean the chat has automatically transferred. A human decides whether intervention is needed and what response is appropriate.
Define how control returns to the assistant
The merchant workflow should define when the operator replies, when the assistant remains active, and how control is returned after manual review.
Test the complete operator path
Test the notification, context, operator response, AI pause or continuation behavior, and return path with representative exception scenarios.
