Can I take over conversation from the AI agent when it gets a lead?

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    ginalariccia
    Asked on October 15, 2025 at 12:46 PM
    I want to know if I can take over the AI agent's communication with a lead once the AI agent gets the lead. I confirmed that I want a ticket created for this question.
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    Shirized JotForm Support
    Replied on October 15, 2025 at 1:04 PM

    Hi Gina,

    Thanks for reaching out to Jotform Support. There's a Take Over Chat option where you can instantly pass the conversation to a human agent when it requires expert knowledge. Here's how to do it:

    1. In AI Agent Builder, click the Downward Arrow located in the upper left corner of the screen
    2. In the dropdown menu, select Conversations.
    3. At the bottom of the screen, near the chat box, click on Take Over.

    Can I take over conversation from the AI agent when it gets a lead? Image 1 Screenshot 20

    If that’s not quite what you’re looking for, can you share a bit more info so I can help you better?

    Give it a try and reach out again if you have any other questions.

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