21.1 When to Claim a Conversation

When a visitor requests human assistance, the Conversation can enter the Needs human queue. An eligible workspace operator can open that Conversation, review the thread, and claim it for live handling.

Claiming establishes one operator as the current human owner and prevents normal competing operators from replying at the same time.

21.2 Claim Permission

Human takeover controls are available only when the current user's workspace permissions allow that user to update the Agent associated with the Conversation.

If you can view a thread but do not have takeover permission, the Conversation can remain read-only.

21.3 Claiming the Conversation

  1. Open Conversations.
  2. Use Needs human when you want to focus on waiting visitors.
  3. Open the intended Conversation.
  4. Read the visitor's request and previous Agent responses.
  5. Select Claim.
  6. Wait for the success confirmation.

After a successful claim, the interface identifies that you are in the Conversation and provides the operator composer.

21.4 Competing Claims

If another operator already owns the Conversation, AIUNIFY Chat rejects a normal competing claim rather than assigning two operators at the same time.

The interface can report that the Conversation is already claimed by another operator. Refresh or review the current ownership before attempting another action.

21.5 What Changes After Claim

When you own the Conversation:

  • The Conversation is considered Live.
  • The visitor-facing AI bot is paused for that active human chat.
  • The Reply and Note composer becomes available.
  • You can use canned replies when available.
  • You can transfer the active Conversation to an eligible teammate.
  • Visitor typing activity can be displayed.

21.6 Releasing a Conversation

When human handling is complete, select Release.

Release removes the current operator claim. The deployed application indicates that the bot can resume on the visitor's next message.

21.7 Force Release

Users with the required Agent-management permission may also see a Force release control when another operator owns a Conversation that still has an active human request.

Use Force release carefully. It exists for situations where an existing claim must be cleared, not as a routine way to take work away from an active operator.

21.8 Lead-Page Terminology

The Lead detail screen exposes the same underlying human-takeover concept with slightly different labels. An unclaimed linked Conversation may show Take over, while a Conversation owned by the current user can show Hand back to bot.

21.9 Operational Best Practices

  • Read the thread before claiming.
  • Confirm another operator is not already active.
  • Claim before sending visitor replies.
  • Release the Conversation when your live work is complete.
  • Use Force release only when operationally justified.
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