Live Operator Mode

Live Operator Mode lets human team members handle conversations in real time. When enabled, operators can "go live" on specific workflows, receive routed interactions, chat with members, and hand off to AI when they're done.

This is useful when you need a human in the loop — for escalations, sensitive conversations, training scenarios, or quality assurance.

Prerequisites

• The Operators feature must be enabled for your workspace (contact your account admin)
• Team members need the operator:write scope on their role to access operator features
• At least one workflow must be configured for live routing

Key Concepts

Operator Groups

Operator groups organize your human operators and connect them to workflows. Each group has:

• Name and optional description
• Assigned workflows — which workflows this group handles
• Members — which team members belong to this group

A team member can belong to multiple operator groups, giving them access to handle interactions across several workflows.

Going Live

When an operator "goes live," they signal they're available to handle interactions. The system tracks their presence in real time via WebSocket.

1. Navigate to Operator → Go Live
2. Select which workflows you want to handle (only workflows from your operator groups appear)
3. Click Go Live — you're now visible to the routing system

While live, you'll see:

• Incoming interactions routed to you based on workflow and availability
• Active sessions you're currently handling
• Member details for whoever you're talking to

Interaction Routing

When a new interaction arrives on a workflow configured for live routing:

1. The system checks for live operators who handle that workflow
2. If an operator is available, the interaction is routed to them
3. The operator sees the incoming interaction and can accept it
4. If no operators are live, the AI handles the interaction as usual

Operator Sessions

Each interaction an operator handles creates a session. Within a session you can:

• Read the conversation history — see what the AI and member discussed before handoff
• Send messages directly to the member
• View member details — contact info, labels, data records
• Execute workflow tools — run the same tools available to the AI (data lookups, calendar booking, etc.)
• Complete or transfer the session when done

Setting Up Operator Groups

Create a Group

1. Go to People → Operator Groups
2. Click Create Operator Group
3. Enter a name and optional description
4. Save the group

Add Members

1. Open the operator group
2. Click Add Member
3. Select team members from the list (they must have the operator:write scope)

Assign Workflows

Workflows are associated with operator groups during group configuration. Only workflows assigned to your groups will appear when you go live.

Permissions

Live Presence

The presence system tracks which operators are currently live and on which workflows. This enables:

• Real-time routing — interactions go to available operators instantly
• Dashboard visibility — admins can see who's live and what they're handling
• Automatic cleanup — if an operator disconnects (closes browser, loses connection), their presence is cleared after a timeout

Presence requires the Live Presence feature flag (presence), which depends on the Operators feature flag (operator). Both must be enabled for live routing to work.

Tips

• Start with a single workflow — get comfortable with live handling before expanding
• Use operator groups to specialize — create groups like "Billing Support" or "Clinical Intake" with members who have the right expertise
• AI handles the gap — when no operators are live, the AI continues handling interactions normally, so there's no downtime
• Test with chat scenarios — use qualification chat scenarios to train operators before they go live on real workflows

Related

• Qualifications — Verify operators are ready before they go live
• Workflows — Build the conversation flows that operators handle
• Chats — View and manage operator conversation history