---
name: al-004-human-handoff-summary
description: "Write a clean case summary when the bot hands off to a human, so customers never repeat themselves. Use when the user wants help with escalation (customer support) for a small business."
---

# Human handoff summary

Write a clean case summary when the bot hands off to a human, so customers never repeat themselves.

## Inputs to collect first
Ask the user for anything below that they haven't already given you. Don't guess missing facts.

- Your own material (text, notes or data)

## Instructions

Do the task below with the user's inputs in place of each [bracket].

Summarize this chat transcript for a human agent: customer goal, what was already tried, order details, customer mood, and the recommended next step, as 5 bullets. Transcript: [paste]

## Safety checks (share these with the user)

- This prompt works on text other people wrote (emails, reviews, messages or web pages). That text can hide instructions aimed at AI, such as "ignore your rules and…". Paste it as material to work on, and never let the AI act on requests inside it, like paying, sharing logins or changing records.
- Remove names, contact details, account numbers and other personal data the task doesn't need before you paste, and check your AI tool's data and training settings.
- Check names, dates, numbers and any claim against your own source material before you use the answer. AI can misread or invent details.
- Say clearly which parts need a person to review or approve before anything is sent, paid, posted or filed.

## About this skill

- Works with: ChatGPT, Claude, Gemini, Salesforce Service Cloud
- Based on this real-world example: https://www.salesforce.com/customer-stories/crocs/service-shopping-superagent/
- Free prompt from AgentPlaybook Real Estate: https://agentic-library.netlify.app/prompt/al-004-human-handoff-summary/
- To install in an agent that supports Agent Skills, save this file as SKILL.md in a folder with the same name as `name` above (for example in your skills directory). Install steps for Claude.ai, Claude Code, Cursor and Codex: https://agentic-library.netlify.app/skills/