Question
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How do you pause an agent when a staff member takes over a WhatsApp conversation?

QiangDiao Li

In one possible setup, n8n receives a WhatsApp enquiry, an agent extracts product, quantity, and budget details, and the enquiry is saved in Busabase. When staff take over an issue, the bot should stop interjecting.

Should handoff state belong to the customer, the enquiry, or the conversation record? I'd like to see the current handler and the last message handled, with the agent continuing only after someone explicitly resumes automated handling.

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Kelly
Team
· edited

Put the handoff state on the conversation / enquiry record, not only on the customer profile. One customer can have several open threads; staff take over *this* chat, not the person forever.

(Diagram: mode gate on the conversation; n8n reads the gate before any agent reply.)

Suggested model

1. Conversation (or enquiry) fields, for example:

  • handling mode (auto / human)
  • current handler
  • last handled message id / time
  • short note on when to resume automation

2. When n8n receives a new WhatsApp message

Read that conversation’s handling mode first: if human, store the message and skip the agent reply; if auto, extract product / quantity / budget and write back to Busabase.

3. Staff takeover / resume

  • Takeover: flip mode to human; record handler and last message.
  • Resume: flip back to auto only when someone explicitly decides to — the agent should gate on this switch so it does not interject mid-handoff.

(Local demo: add handling-mode fields on the conversation table in Base design.)

Customer-level fields (VIP, default preference) can exist, but they should not be the live handoff switch by themselves.

How to verify the agent paused

  • Conversation shows mode = human and a current handler.
  • Send a test WhatsApp message: it should be stored, with no agent auto-reply.
  • Flip back to auto and send again: agent replies resume.
  • If your space requires review, flipping “handling mode” through a change request leaves an audit trail of who took over and who resumed automation.

Boundaries

  • Changing only the customer profile leaves other open threads unprotected.
  • Without a resume note, chats can stay stuck in human mode indefinitely.
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