A useful AI agent does not stop at answering. It should recognize when a conversation has become operational and pass the right context to the right system.
Use intent as the trigger
Trigger workflows when the visitor shows buying intent, asks for human follow-up, reports an urgent issue, or provides details that belong in another system.
Keep the handoff small
Only send the fields your team needs to act. A concise summary, source page, contact details, and conversation link are usually more valuable than a full transcript dump.