Conversation State And Human Handoff
Purpose
Design a narrow, explainable conversation boundary. Platforms identify people, installations, channels, and conversations differently, so normalize only the application facts needed for the product; do not erase platform identity or policy distinctions.
Workflow
- Identify the platform-native sender, conversation, installation or tenant, message, and consent identifiers.
- State which identifiers are durable, which can change, and which are sensitive.
- Define the minimal state required for the user experience: task progress, user preference, handoff status, and delivery context.
- Specify an explicit escalation path: trigger, acknowledgement, operator queue or destination, visible transition, return-to-automation rule, and unavailable-hours behavior.
- Apply platform and product consent/retention rules before storing transcripts, media, model inputs, or contact data.
- Test interruption, duplicate delivery, human takeover, failed escalation, opt-out, deletion, and resumed conversation behavior.
Guards
- Do not map identities across platforms as though they represent the same authenticated person without an explicit account-linking flow.
- Do not let an AI response conceal that a human has joined or left when the platform has a representative-state mechanism.
- Do not introduce repositories, managers, or state mirrors into an app without a concrete ownership need.