AI Customer Service Chatbot with Human Handoff

An AI-powered customer service chatbot that automatically assists users, retrieves information from internal documents and the web, and seamlessly escalates to a human agent when needed. Ideal for automating customer inquiries and support while ensuring human backup for complex issues.

How the AI Flow works - AI Customer Service Chatbot with Human Handoff

How the AI Flow works

Trigger Chatbot Session

Initiates a new chat session and displays a welcome message when a user opens the chat.

Collect User Input

Captures user queries and messages for processing.

AI Agent Processes Requests

An AI agent analyzes user input, leveraging chat history and available information sources.

Retrieve Knowledge & Search Web

Fetches relevant information from company documents and performs Google searches or retrieves content from URLs as needed to answer questions.

Seamless Human Handoff

If the AI cannot resolve the issue, the conversation is escalated to a human support agent for personalized assistance.

Prompts used in this flow

Below is a complete list of all prompts used in this flow to achieve its functionality. Prompts are the instructions given to the AI model to generate responses or perform actions. They guide the AI in understanding user intent and generating relevant outputs.

Components used in this flow

Below is a complete list of all components used in this flow to achieve its functionality. Components are the building blocks of every AI Flow. They allow you to create complex interactions and automate tasks by connecting various functionalities. Each component serves a specific purpose, such as handling user input, processing data, or integrating with external services.

Flow description

Purpose and benefits

AI-Agent-Powered Customer Service Workflow

This workflow implements a scalable, AI-powered customer service chatbot designed to efficiently handle user queries, provide intelligent responses using information retrieval and web search, and seamlessly escalate conversations to human agents when necessary. The system is structured for automation and high adaptability, making it suitable for organizations aiming to enhance customer support while reducing manual workload.

Workflow Overview

The flow is structured around several interconnected components (nodes) that together provide:

  • Automated customer support via AI and information retrieval tools.
  • Live chat history management for context-aware responses.
  • Web search and document retrieval to answer a broad range of queries.
  • Human agent handoff when personalized attention is needed.

Step-by-Step Process

1. Welcome and Chat Initiation

  • Chat Opened Trigger: Detects when a user opens the chat interface.

  • Message Widget: Displays a warm welcome message:

    👋 Welcome to the AI Customer Service Chatbot!
    I’m here to assist you with any questions or issues using AI-powered responses 🤖. If you need further help, I’ll seamlessly hand off the conversation to a human agent for more personalized support.
    Ask me anything, and let’s get started! ✨💬

  • Chat Output: Presents the welcome message to the user in the chat interface.

2. Handling User Inputs

  • Chat Input: Captures messages and file attachments from the user.
  • Chat History: Maintains up to 15 previous chat messages (with a 4000 token limit) to provide context for AI responses.

3. Knowledge Retrieval and Tool Integration

To answer user queries intelligently, the AI agent can access multiple sources:

  • Document Retriever: Searches internal knowledge bases or document repositories.
  • Google Search: Performs live web searches to fetch up-to-date information, returning URLs and summarized content.
  • URL Retriever: Extracts full content from URLs found during Google searches.
  • Contact Human Assist Tool: Provides options for the user to connect with a human agent via email or website link (e.g., support@flowhunt.io, https://www.flowhunt.io).

4. AI Agent Response Generation

  • Tool Calling Agent: The AI agent orchestrates the response process:

    • Receives user input and chat history.
    • Uses connected tools (document retriever, web search, URL retriever, human assist) to gather the best information.
    • Is guided by the system prompt:

      Your goal is to answer all questions and help user with all requested tasks.

  • Chat Output: The response generated by the AI agent is displayed to the user in the chat.

Key Components and Their Roles

ComponentRole/Functionality
Chat Opened TriggerDetects chat session start
Message WidgetDisplays welcome message
Chat InputCaptures user messages and attachments
Chat HistoryStores recent messages for context-aware AI responses
Document RetrieverSearches internal documents for relevant answers
Google SearchFetches and summarizes internet results for broader coverage
URL RetrieverExtracts detailed content from URLs returned by Google Search
Contact Human Assist ToolEnables seamless escalation to human support (email, website)
Tool Calling Agent (AI Agent)Integrates all tools, manages conversation flow, generates final responses
Chat OutputPresents messages to the user

Benefits for Scaling and Automation

  • Consistent, Fast Support: Automates responses for repetitive or easily-answered queries, freeing human agents for complex cases.
  • Contextual Intelligence: Maintains and leverages chat history for more accurate and relevant answers.
  • Comprehensive Information Access: Combines internal documentation, live web search, and URL reading to maximize answer coverage.
  • Seamless Human Handoff: When automation is insufficient, the workflow offers easy escalation to a human agent—ensuring customer satisfaction.
  • Scalability: Handles multiple conversations in parallel, reducing bottlenecks in customer service operations.

Ideal Use Cases

  • Customer support for SaaS platforms, e-commerce, or service providers.
  • Internal helpdesks for employees (IT, HR, etc.).
  • Any application needing 24/7 intelligent chat support with optional human involvement.

This workflow automates much of the customer support process, ensuring that users get fast, accurate, and context-aware assistance while providing a safety net for escalation to human experts when needed. It is ideal for organizations looking to scale their support operations efficiently without compromising quality.

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