How It Works
You list topics in plain language
One topic per line. Write them the way a teammate would — “refund requests”, “billing disputes”, “account cancellation”. No keywords or regex.
The AI classifies each conversation
On every inbound message, the AI reads the conversation against your topic list. Matching conversations are flagged as “do not auto-reply.”
The handoff fires
A matched topic triggers the same handoff flow as any other escalation — see Human Handoff. The full conversation history, any AI-gathered context, and the matched topic are preserved for the agent.
Handoff topics control whether the AI replies, not which tools the AI can call. Per-action scoping lives on the action itself — see segment restrictions.
Good Topics To Start With
Money movement
Money movement
Refund requests, chargeback disputes, payment method changes. High-cost mistakes if the AI gets policy wrong.
Legal and compliance
Legal and compliance
GDPR or privacy requests, account deletion under law, subpoenas, anything a lawyer should see.
Safety and harm
Safety and harm
Threats, self-harm mentions, reports of abuse. Never a good outcome if the AI auto-resolves.
VIP and enterprise accounts
VIP and enterprise accounts
If a named-account manager should be the first line of contact, list the account type or segment in your topics.
Good To Know
Start narrow, widen as needed
Start narrow, widen as needed
Add topics as your agents surface recurring “the AI should not have replied to this” tickets — not upfront out of caution. Too broad a list means everything hands off and the AI has nothing left to do.
Review monthly
Review monthly
Product and policy shift. A topic that was too risky for the AI in January may be safe by July. Drop topics once the knowledge base and actions cover them.
Per-channel behavior
Per-channel behavior
Handoff topics apply to every channel the AI replies on — widget, email, SMS, WhatsApp, phone. One list, one classification model.
Configure
Open Autopilot settings
Go to Settings → Autopilot and scroll to the Autopilot topics section.
Verify
Send a test message matching a listed topic from a real channel. Confirm the AI stays silent and the conversation appears in the inbox as handed off.
Related Documentation
Human Handoff
What happens after a topic match — the full escalation flow.
Handoff Settings
Tune handoff levels, office hours, and data collection.
AI Actions
Restrict specific tools by segment instead of by topic.
Autopilot Mode
Set how aggressively the AI replies overall.