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Configuring Human Handoff begins with identifying the situations in which AI-powered activity should involve a human employee. The objective is to establish clear operational boundaries and ensure that requests requiring human judgment or authorization are handled appropriately. The exact configuration options depend on the Polyosync modules and handoff capabilities available to your workspace. Step 1: Identify situations requiring human involvement Review the activities performed by your AI Employees. Determine which requests can be completed automatically and which should be escalated. Examples include approval requests, customer complaints, unusual operational exceptions, and tasks outside an AI Employee's assigned responsibilities. Step 2: Define the reason for each handoff Different situations may require different handling. For example, a technical failure may require investigation, while a refund exception may require managerial approval. Clear escalation reasons help employees understand what action is expected. Step 3: Identify responsible human participants Determine which employees or roles should handle the relevant requests. Ensure that the receiving participants have the necessary permissions and operational authority. Step 4: Review the relevant AI Employee configuration Check that the AI Employee's responsibilities and instructions are consistent with the business's handoff requirements. An AI Employee should not be instructed to make decisions that the organization reserves for human approval. Step 5: Configure the supported handoff behavior Use the available Polyosync configuration and workflow capabilities to establish the intended transition to human involvement. The precise controls and routing options may differ depending on the module and account configuration. Step 6: Test common handoff scenarios Test situations such as: 1. A customer explicitly requesting a human. 2. An AI Employee encountering an unsupported request. 3. A task requiring approval. 4. An external integration returning an error. 5. A request containing incomplete information. 6. A situation where the expected human participant is unavailable. Step 7: Verify the information available to the receiving employee Check whether the relevant request details and escalation context are available through the supported handoff process. The receiving employee should have enough information to understand the issue without being given unnecessary sensitive data. Step 8: Review the operational outcome Where execution history or related operational records are available, examine the relevant results and errors. Use these findings to refine the workflow. Common Human Handoff problems Problem: The AI Employee continues responding when human intervention is expected. Review the AI Employee's instructions, the configured handoff conditions, and whether the relevant handoff capability is enabled. Problem: The wrong employee receives a request. Review the workflow's routing configuration, participant responsibilities, and access permissions where those controls are available. Problem: The receiving employee does not have enough context. Review which information the handoff process preserves and whether the required operational details are accessible. Problem: The process cannot continue after escalation. Check whether a human action, approval, or other dependency is still required. Do not bypass a required approval simply to complete the workflow. Problem: A customer expects an immediate human response. Verify the organization's staffing and communication procedures. Avoid promising availability that has not been confirmed. Problem: The handoff appears to have failed. Review the relevant execution details, available error information, and configuration. If the cause remains unclear, contact Polyosync Support with the affected module, approximate time of the incident, and relevant non-sensitive error details. What is the recommended approach? Start with a limited set of clearly defined handoff scenarios. Test each scenario, verify the permissions and operational behavior, and expand the configuration once the initial process works reliably. Human Handoff is most effective when the responsibilities of AI Employees and human participants are clearly defined. The goal is to maintain the efficiency of automation while ensuring that human judgment remains available wherever the business requires it.