Let AI handle the routine. Keep people close to the customer.

Give routine enquiries to AI and bring in your people when judgement or care matters. Keep the request and relevant details together across shifts and time zones.

Contact our team ↗

Give routine questions to AI.

Let the agent answer everyday questions and collect enquiry details. Your people take over requests that need judgement, a decision or more help.

  • Everyday enquiries and initial questions
  • Requests that should reach a colleague
  • Team availability and after-hours instructions

Help the next person pick up the conversation.

Share the customer’s request and relevant details with the receiving team. A useful summary gives them a starting point for the next conversation.

  • The question and details the customer has given
  • Relevant customer information where access is allowed
  • What the customer wants to happen next

Keep follow-up work organised.

Bring the enquiry into the task or ticket process your team uses. Check which customer records can be shared or updated through the connections you set up.

  • Selected CRM fields and access permissions
  • Tasks or tickets for another team
  • Unresolved requests that still need attention

Review the handovers together.

Look at conversation records and follow-up with the people who do the work. Check whether the details are useful and the customer knows what happens next.

  • Recordings and transcripts your team may review
  • Colleagues checking important details
  • Call activity alongside actual follow-up

How it works

  1. Decide when a person should step in.

    List routine questions, exceptions and sensitive requests. Choose the team that will take each type of enquiry.

  2. Set up transfers and callbacks.

    Choose team contacts, opening hours and what to do when nobody is available.

  3. Check the information passed along.

    Test enquiry summaries, customer details and any task or ticket updates with the receiving team.

  4. Improve the handover with your team.

    Review requests that needed more help and adjust the information or follow-up process.

Illustrative workflow

Can I speak to someone about changing our service?

I can help pass that on. Which service do you use, and what would you like to change?

The request and relevant details prepared for a colleague.

Questions before

What does the human team handle?

Your team handles judgement, sensitive decisions and exceptions. Decide who takes these requests and how customers can get help when that person is unavailable.

Can we use our current CRM or ticket system?

Tell Ring2 which system you use and which records you need. We’ll check the available APIs and access permissions with your team, then test how enquiries and records move between the systems.

How do we know whether the handover is working?

Review conversation summaries and follow-up with the receiving team. Where recordings or transcripts are available and permitted, use them to check important details alongside the actual customer outcome.

Solutions