Turn it on
1
Open Human Support
In your chatbot’s sidebar, open Human Support (under
Customizations) and turn on Enable Human Support.
2
Shape the escalation buttons
After each answer the widget can offer two buttons: a positive
confirmation and an escalation. You control them here:
- Positive Feedback Prompt: the “that answered my question” button text.
- Request Human Support Prompt: the “connect me to an agent” button text.
- Human Support Confirmation Message: what the visitor sees once escalated.
- Show escalation buttons after responses and Replace other suggestions with escalation buttons control when the buttons appear.
3
Set up notifications
- Enable Escalation Notifications emails the addresses you list every time a conversation escalates.
- Enable New Conversation Notifications does the same for every new conversation, if you want full visibility.
Replying as a human
Escalated conversations are marked in Chat History. Open one and reply directly; the visitor sees your message in the widget in real time, and the AI stays quiet while the conversation is in agent mode. You can also handle escalations in the tools your team already uses:- Slack, Crisp, Zendesk, Freshdesk, Google Chat, Messenger, and Zoho SalesIQ.
- Your own systems, via the Escalation webhook: SiteGPT posts a
CONVERSATION_ESCALATEDevent with a dashboard link the moment a visitor escalates. See Webhooks.
Taking over a conversation
Sometimes you want the AI fully out of the way. Open the conversation in Chat History and click Take over the chat. The visitor sees a note that a human agent has joined. While you hold a conversation:- The AI never replies. An answer that is already generating when you take over is discarded.
- The visitor’s messages still land in the transcript, so you never lose what they wrote.
- The visitor cannot switch the conversation back to AI while you hold it.
- Only Release to AI (or the API’s
switch-to-aiendpoint, its programmatic twin) hands the conversation back. Other mode changes from integrations or the API do not release your hold.
Closing a conversation
Mark as Resolved closes a conversation:- The widget stops accepting new visitor messages, and API sends return
409 CONVERSATION_CLOSED. - Lead forms in the transcript disarm, and feedback buttons stop recording.
- Escalations, channel restarts, and welcome flows treat the conversation as finished.
How visitors escalate
- By clicking the escalation button after an answer.
- By asking: messages like “talk to a human” trigger the escalation flow.
- Automatically on lead capture, if you enabled Auto-escalate on lead capture in lead collection.