Human handoff

Decide when the workflow stops and a person takes over.

Routine work can be assisted. Exceptional work needs judgment. Build a short, shared route for unclear facts, sensitive information, unusual requests, or outcomes that could matter to a customer, employee, or business.

Plan the category, not a real caseDo not paste customer, employee, account, health, legal, or other sensitive details into this planning tool.

Set the route

Make the handoff unambiguous

Workflow being assisted What may the AI-assisted workflow produce? Where do the routine facts come from? What is the consequence if the routine path is wrong? Who owns the handoff? What must happen before routine work can resume?

This map does not replace legal, medical, employment, security, financial-control, or privacy procedures. It makes the human handoff visible inside a small workflow pilot.

Exception map

Human handoff for routine customer replies

Routine useHow the AI-assisted output may be used

Stop triggerWhen the routine path ends

HandoffWho takes responsibility

Return ruleWhat permits work to continue

Build pilot plan

Stop and hand off

Use these conditions in the workflow

Why this matters

An exception is not a failure of the person using the tool.

It is evidence that the case needs context, accountability, or a better rule. Keep a short record of recurring exceptions, then improve the source material or narrow the workflow instead of asking people to work around a weak process.

Record pilot evidence Prepare team check-in Check information boundary