I’d start with a delivery question and an exception to the returns policy. The first should have an answer the bot can find. The second should go to someone who can make a decision. Have a teammate take the second chat and see whether they can help without asking the customer to repeat the story.
Read Kurt’s In-Depth Text.com ReviewWhen Should the Bot Hand Off?
Give visitors a way to ask for a person. Route requests about disputed charges, policy exceptions, or issues the AI can’t answer to someone on the team. Agree who owns those chats and what happens if the assigned person is busy.
What Should the Teammate Receive?
I’d look for the conversation transcript, a way to contact the customer, and a clear assignment. Text.com documents a ticket fallback when the AI can’t answer or a transferred chat goes unpicked. Run a test with your team offline to check where that ticket goes.
How Would I Compare Tools?
Run the same three chats in each trial: a routine question, a request for a person, and a request after hours. Look at what the customer sees and what the teammate receives. I’d choose the tool that makes the next step clearest for both.
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