Decide when the AI intervenes
The setup brings together the cast between agent and team. Define responsibilities and review rules to make it clear which situations require human intervention.
Nod AI / AI management
Decide where the AI helps and when your team comes in.
Defines the distribution of conversations, selects those responsible and reviews situations that require human attention.
Visual representation of AI Management.
Monitoring and referral
The team retains control
The planned configuration distinguishes distribution, supervision and referral.
When the team intervenes
Agent Configuration
- Objective
- Understand the need and guide the next step
- If information is missing
- Ask for clarification
- Consultation outside the playbook
- Refer to human review
- Before activating
- Validate instructions and connections
Authoritative contextHuman supervision
This is how the route is connected.
- 01Rules
- 02Supervision
- 03Intervention
Monitor the result
Setting up a rule is not a substitute for reviewing conversations. This representation does not activate any agent from this website.
Monitoring and referral · how it works
Assignment rules support your team’s judgment.
Defines which conversations Nod AI can attend to and when a person should intervene. Supervision allows you to maintain control of each case.
Configure the distribution
Defines the percentage of new eligible conversations, referral managers, and priority tags.
Respect limits
The activity requires approved methodology, valid channel conditions and authorized resources.
Intervene when necessary
Human takeover prevails over cast and absent mode. See confirmed answers and referrals.
Monitoring and referral · scope
AI Management
in detail.
Configurable distribution
- Initial split percentage between AI and team.
- Group of setters and responsible for referrals.
- Priority labels to delimit segments.
- Continuity of control in a conversation, without re-delivering each message.
Human intervention
- Transfer of a conversation to the agent and recovery by a person.
- Pauses and human control with priority over distribution or absence.
- Referral with reason and suggestion when the case needs review.
Rules to act
- Approved methodology and effective permissions before responding.
- Validation of context, state and conditions of the channel.
- Agenda or purchase links from authorized destinations, subject to available commercial configuration.
Searchable activity
- Confirmed responses, referrals, control changes and incidents.
- Access to the thread and its next action.
Available in
Launch, Growth and Scale · Distribution of conversations in Growth and Scale.
View plans Launch, Growth and Scale · Distribution of conversations in Growth and Scale.
Keep exploring.
Nod AI
Your methodology,
in every conversation.
Your business judgment, connected to your team's conversations.