Template · Messenger

FAQ reply with human handoff

Keyword trigger, a configurable reply, and a human handoff. Review the reply and assignment settings before publishing.

Illustrative workflowInspect a starter → create an editable flow → review the draft

Before you start

An eligible Messenger Page, a reviewed answer, a keyword and a teammate or queue for escalation. The starter is a keyword flow; an AI Agent needs separate provider, knowledge and reply-mode setup.

Sign in to continue to the selected starter in Automations → New. Choose Use starter there to create an editable draft. Signing in alone does not create a flow, publish it or send messages. Editing and publication need the relevant workspace permissions and plan allowances.

Read-only step outline

  1. Match the configured Messenger keyword.

  2. Send the answer your team reviewed.

  3. Hand the conversation to a person with the context attached.

Safe test example

Use a fictional question such as ‘INFO: What are your opening hours?’ in no-send simulation. Check the exact keyword and the handoff. A nonmatching question does not enter this starter automatically.

Expected result and safe stopping point

The flow gives the configured answer and reaches human handoff. Configure the destination and review service-window requirements before publishing.

Save the draft and stop before publishing if connection checks, consent, assignment or simulation results are unresolved. Ask your workspace administrator to review the failed step.

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