Assignment Handover

Assignment Handover lets one assignment pass its work to another assignment when a Job completes. Use it to build multi-step workflows where a general assignment routes work to a specialist, or where one stage of a process hands off to the next.

Key Capabilities

• Route work automatically: An assignment can hand off to a pre-configured target assignment at runtime—no manual intervention needed.

• Configure targets in the SOP: Mention other assignments with @Assignment Name directly in the SOP to set them as allowed handover targets.

• Works with Case Queue: For case-based workflows, the case is released and routed to the target assignment through the regular case dispatcher.

• Works with standalone Jobs: For non-case Jobs, a new Job is started for the target assignment, not carrying over any context from the source run.

How to Use It

Step 1: Open the Assignment Builder

Open the assignment you want to configure as a handover source and navigate to the SOP editor.

Step 2: Mention a target assignment

In the SOP textarea, type @ followed by the name of the assignment you want to hand off to. A dropdown appears listing available assignments in your team.

Select the assignment. A badge is inserted inline in the SOP text—this registers it as an allowed handover target.

Place the mention within naturally written rules for handover. You can add multiple targets if your assignment may route to different specialists depending on the situation.

Example SOP instruction:

After reviewing the customer request, determine whether it needs billing support or technical support. If billing, hand over to @Billing Specialist. If technical, hand over to @Technical Support.

Step 3: Save and test

Save the SOP. On the next Job run, the assignment will have access to a request_handover tool. At runtime, the assignment decides when to use it based on your SOP instructions.

Viewing handover results

After a handover occurs, the source Job shows the handover target in its results. For case-based workflows, the case timeline reflects which assignment handled each stage.

When to Use It

• Triage workflows: A general assignment reviews incoming cases and routes each one to the right specialist.

• Escalation paths: An assignment handles routine cases and escalates complex ones to a more specialized assignment.

• Sequential pipelines: One assignment completes an initial stage (data gathering, analysis) and hands off to another for the next stage (reporting, action).

• Domain specialization: Route work to an assignment that has the right connections and context for a specific task type.

Things to Know

• An assignment can only hand off to assignments configured as targets in its SOP—it cannot hand off to arbitrary assignments at runtime.

• If a mentioned assignment is deleted, the mention badge turns red in the SOP editor. Remove the deleted target before the next run.