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Glossary

Escalation (handoff)

Passing a conversation or task from an AI agent to a person, with a summary of what has happened so far.

Book a discovery callHow we build it
Why it mattersGood handoffs mean customers never have to repeat themselves.
In practice at aifinancezOur document chaser agent uses this: sends personalised document checklists. Collects receipts, statements and tax documents without the back-and-forth.Meet the document chaser agent →
Related terms
Voice agentChat agentRetrieval-augmented generation (RAG)
An accountant’s desk at night with receipts and a laptop
Related guideAI for fractional cfos: a practical guide
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