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04 · The Control

Everything it does runs inside your rules.

Warm handoffs with the story attached, approvals before it acts beyond its limits, and live steering for every call.

Handoff readyThe story is attached
Approval neededApprove · Modify · Deny
Paused instantlyOne switch, all lines

Four capabilities · 4 sections below

04.1 · Warm handoff

When it hands over to a human, the story comes with it.

The person who picks up already knows who is calling, what they want, what has been tried and what to suggest. The customer never repeats themselves.

  • 1A context packet: who, wants, so far, suggested
  • 2Transfer to the right person or queue, with the call kept warm
  • 3If nobody is free, a callback is booked with the full story
Warm handoff · call #4128Connected
LALaylaAgentNadiaFront deskNF
Context packet · the story comes with it
Who
Aisha K. · returning customer · verified by date of birth
Wants
Move her treatment to Friday and use her insurance panel
So far
Calendar checked (Friday 2 pm is free) · panel accepted · quote given
Suggested
Confirm Friday 2 pm, then offer an SMS reminder
Nadia: “Hi Aisha, I have the details. Friday at two works for you?”
Aisha did not repeat a single thing
04.3 · Live steering

Watch any call, and steer it, live.

Supervisors see every call as it happens and can type an instruction into the middle of one. The agent folds it into its next sentence without the caller hearing a seam.

  • 1Live view of every active call
  • 2Type an instruction; the agent adopts it on the next turn
  • 3Take over completely at any moment
Supervisor console · front desk3 live · you are Tom
Approvals1 waiting

10% off for Omar H.
Renewal, 4 years a customer

Can you knock ten percent off if I renew today?
I can't change the price myself, so I'm asking Tom to approve 10% off. One moment.

Listening silently. Neither side can hear you.

Rules · flip one, hear the change
Agent's next line
“Ten percent off if I renew?”I can't change the price myself, so I'm asking Tom to approve 10% off. One moment.
“I want to cancel.”I'm sorry to hear that. I'm bringing in Nadia now, and she'll have everything we've covered.
04.4 · Guardrails

Everything it does runs inside your rules.

Permissions per action, consent captured and recorded, sensitive details redacted, every step on an audit trail, and one switch that pauses everything.

  • 1Permissions per action, per agent
  • 2Consent and redaction built in
  • 3Instant pause, across every line
Guardrails · agent: front deskActive
Permission per action · tap to change
Consent

Recording allowed, captured at 00:12

Redaction

“My card is 4111 1111 1111 1111”

“My card is •••• •••• •••• ••••” stored redacted

Audit trail
  • 14:02:11 · agent · looked up booking #882
  • 14:02:19 · agent · moved to Thu 10:30
  • 14:02:41 · agent · asked approval: refund
  • 14:03:05 · tom · approved
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