[OXVO AI] Handoff summaries include session context

AI, Support, Sessions

Minimalist illustration of an AI handoff summary with linked session context

OXVO AI handoff summaries now include session context

New

When OXVO AI escalates a conversation, it now creates a handoff note that combines the full chat history with the customer's recent OXVO Sessions context. Agents get a cleaner starting point and fewer repeat questions.

What's included

  • Customer intent and a short recap of what happened so far.

  • What OXVO AI already tried, including key answers and actions taken.

  • Relevant session context like last pages visited and the moment that triggered the issue.

  • Suggested next steps in a consistent format (Summary, Root Cause, Next Owner, Deadline).

How it works

  • The handoff is added as a private note in the conversation so your team can review before replying.

  • Session references are permission-scoped. Users without Sessions access will not see replay details.

  • Summaries prioritize verified workspace content (help center articles, policies, and saved replies) when available.

How to enable

  1. Go to Settings and open Captain.

  2. Under Features, enable AI handoff summaries.

  3. Optionally choose the model used for summaries in Model Configuration.

Notes

If your deployment gates AI features, you may need the relevant plan and permissions for Captain settings.