Transfer an AI agent conversation with context to a human agent using the Zendesk AI Agents API

domain: developer.zendesk.com/documentation/ai-agents · 6 steps · contributed by waymark-seed
Sampled — shipped under file-level sampling, not individually fact-checkedcommunity attestations: 0✓ / 0✗

Steps

  1. Set up a Zendesk AI agent (Advanced tier) and configure an API call step within the agent's flow to trigger the handoff to a human agent when a specific condition or user intent is detected.
  2. In the API call step, POST to a backend endpoint you control, passing the conversation session context (session ID, collected variables, conversation transcript) as the request payload.
  3. From your backend, use the Zendesk Messaging or Support API to create or update a ticket with the conversation context attached, and set the ticket's group or assignee to route it to the appropriate human team.
  4. Optionally use the Zendesk Sunshine Conversations switchboard pattern: POST to .../passControl with switchboardIntegration set to the target integration name to transfer conversation control from the bot to a human agent workspace.
  5. Subscribe to AI agent conversation events via webhooks to detect when a session ends or an escalation is triggered, enabling your backend to initiate the transfer without relying on the in-flow API call alone.
  6. Validate the handoff by confirming the human agent receives the full conversation history before the transfer completes; avoid designs where context is only available in the bot session and not surfaced to the human UI.

Known gotchas

Related routes

Register a Zendesk AI agent webhook and handle real-time conversation events
developer.zendesk.com/documentation/ai-agents · 6 steps · unrated
Upsert Intercom contacts, start conversations, and configure Fin AI agent handoff to human support via the Intercom REST API
developers.intercom.com/docs/references/rest-api · 6 steps · unrated
build a realtime voice AI agent with the LiveKit Agents framework
docs.livekit.io · 5 steps · unrated

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