Standard & Pro Plans
Overview
When you take over a chat, you become the responder instead of the AI. The visitor sees a "Live Agent" indicator and your messages appear in real-time. This is useful for complex questions, high-value customers, or sensitive situations.
How to Take Over
- Go to Live Monitoring from your website menu
- Find the session you want to take over
- Click View Chat to open the agent interface
- Click Take Over Chat to start responding
Once you take over, the AI stops responding to that visitor and you can send messages directly.
I need help with a refund
John
Hi! I can help with that. Let me look up your order.
The Agent Interface
When viewing a chat, you see a split layout:
- Control status - Shows if you're in control or just viewing
- Visitor status - Online/offline indicator
- Visitor info - Country, device, session start time, current page
- User context - If passed by your website (name, email, etc.)
- Actions - Take over, hand back to AI, back to monitoring
- Message history - Full conversation with AI and human labels
- Message input - Type and send messages (Enter to send)
- AI Suggest - Get AI-generated reply suggestions
- Send button - Send your message to the visitor
AI Suggest
When you're in control, you can click the AI Suggest button to get a suggested reply based on the conversation context. This uses your AI's knowledge base to draft a response that you can edit before sending.
1
Click AI Suggest
Opens a modal while AI generates a response
2
Review the suggestion
Edit the text as needed in the modal
3
Click Use
Copies the text to your message input
4
Send
Review and send to the visitor
Tip: AI Suggest is helpful for drafting responses quickly while maintaining your personal touch. Always review before sending.
Handing Back to AI
When you're done helping the visitor, you have two options:
Hand Back to AI
Click "Hand Back to AI" to release control. The AI will automatically resume responding to the visitor's next message.
Keep Control & Leave
Leave the chat page while keeping control. Useful if you need to step away but want to return. The AI won't respond until you hand back.
Important: If you keep control and don't return, the visitor will be waiting without responses. Always hand back to AI when you're done.
Message Labels
In the chat history, messages are labeled to show who sent them:
AI
Responses from your AI assistant
John
Responses from human agents (shows agent name)
This helps you understand the conversation flow and see where AI handled things vs. where humans stepped in.
Keyboard Shortcuts
Enter
Send message
Shift + Enter
New line in message
Esc
Close AI Suggest modal