Notice the line
A customer wants her money back for a damaged delivery.
Your sentenceRefund request
Planned: refunds, complaints and questions without a reliable answer always go to a person.
Peak Helpdesk · Human handoff · Planned
When a person takes over,
the context comes along.
An AI agent is planned that prepares simple questions and hands over to a person as soon as things get delicate, with a summary and a reason. That agent does not exist today: people answer every ticket, and assigning with an internal note already works. The demo is a concept with sample data.
Planned feature · concept demo · sample data
CONTEXT BEFORE ACTIONYour request.
Your request.
A flow you can check.
02 / The visible proposal3 example steps
Refund request
Why: A person decides about money. Peak Helpdesk never refunds on its own.
- 01Line: refund recognised, the agent never answers this itself
- 02Context: order, damage and earlier messages as an internal note
- 03Assignment: to the person who approves refunds
02 / How the handoff is meant to work
Notice. Summarise. Hand over.
A good handoff means nobody asks the customer the same thing twice.
02 / Visible proposal
Pass on the context
- 01Example step
Line: refund recognised, the agent never answers this itself
- 02Example step
Context: order, damage and earlier messages as an internal note
- 03Example step
Assignment: to the person who approves refunds
Assign on purpose
Available today: assign a ticket to a person. They get a notification in the Peak One Inbox.
Your review is still open.
These marks send nothing.Proposal and execution stay separate
Planned means: not built yet.
Today: people reply
Peak Helpdesk has no AI agent today. Your team answers every ticket, assigns, writes internal notes and sees every change in the history.
Your request→Fixed rule→Example steps
The sculpture illustrates the flow. It is not a product interface.
The sculpture illustrates the flow. It is not a product interface.Planned: an agent with handoff
An agent that prepares questions and hands over is planned. We give no date before it is verifiably available.
- Execution
- Only by your click
- Rights
- Roles in the workspace
No decisions of its own
Even as planned, the agent decides nothing for your team. It refunds nothing and writes nothing to customers without approval.
ProposalExecution
The next step
Clean handoffs in the team, today.
Start Peak Helpdesk, assign your first ticket and leave an internal note.
Start Peak Helpdesk for freePeak Helpdesk · Human handoff · PlannedWhen does a person take over?
Planned feature · concept demo · sample data
Frequently asked questions
Does Peak Helpdesk have an AI agent?
No, not today. An agent with handoff to people is planned. Today people answer every ticket.
How do I hand over in the team today?
You assign the ticket to a person and leave an internal note. They get a notification in the Peak One Inbox.
Would an agent trigger refunds?
No. Peak Helpdesk never refunds on its own. A person always decides about money.