Skip to content
QwryAI
SupportDashboard
Documentation

Explore the documentation

Quick StartWelcome to QwryAI

Get started with QwryAI and discover how to build an AI support assistant trained on your business data.

Quick StartBuild Your First AI Agent

Create a support agent from your website, review its knowledge, and publish it to your site.

Quick StartBest Practices

Use these practices to improve answer quality, reduce failed handoffs, and keep your chatbot useful over time.

Quick StartResponse Quality

Improve how accurately and helpfully your chatbot answers customers.

AI Agent ManagementPlayground

Test and optimize your chatbot before deployment.

AI Agent ManagementData Sources

Add, train, and maintain the knowledge your agent uses to answer customer questions.

AI Agent ManagementDeploy

Add your chatbot to a website or ecommerce storefront.

AI Agent ManagementSettings

Choose the Copilot model, set a rate limit, and block spam and countries.

AI Agent ManagementEmail Settings

Configure email handoff and reply behavior for chatbot support workflows.

AI Agent ManagementLead Forms

Collect customer details directly inside the chat experience.

AI Agent ManagementIntegrations

Connect QwryAI with external platforms and business tools.

AI Agent ManagementDeveloper & Agent Access

Connect QwryAI to external AI tools, MCP clients, scripts, and CLI workflows.

AI Agent ManagementBackstage

Ask questions about your agent and workspace in a dedicated internal conversation.

AI Agent ManagementInstructions

Define your agent's behavior, guardrails, model, and response style.

AI Agent ManagementProcedures

Write a repeatable customer process with instructions, conditions, and actions.

AI Agent ManagementAction approvals

Review the exact input before an action performs a business write.

Tab to browse results Esc to close
Pages

Help Desk

Takeover

Let a human agent take over a conversation from the AI chatbot.

View as MarkdownDocumentation index

Move from AI to human support

Takeover lets a teammate handle a conversation that needs human judgment. Review the current handling state before sending a reply, and use the conversation’s takeover or AI-reply control to change who is responding.

Take over a conversation

  1. Open Inbox and select the conversation.
  2. Review its recent messages, customer context, and assigned teammate.
  3. Open More conversation actions, choose Pause AI, and confirm the menu changes to Resume AI.
  4. Reply to the customer with a clear next step.
  5. Leave an internal Note when another teammate needs context.
  6. Choose Resume AI from More conversation actions when the request can return to automated support.

Check both sides

Keep the customer widget open while testing takeover. Confirm the customer receives the human reply and that the AI does not respond at the same time. A successful click in the dashboard is not enough to verify the customer experience.