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  • Testing the Handoff Workflow

Testing the Handoff Workflow

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Summary

This section demonstrates the user experience for creating a ticket and how to verify the data in Front. It highlights the required fields and the resulting ticket format.

Key Points

  • Required Fields: To create a ticket in Front via the API, the user must provide their Name and Email Address. The system will automatically prompt for these if they are not already known.
  • Transcripts: If enabled, the full conversation history is attached as a .txt file to the ticket.

Step-by-Step Instructions

  1. Trigger the Action: In the chat interface, ask a question or perform an action that triggers the Handoff intent (e.g., "Create a new ticket").
  2. Provide Details: when prompted, enter the requested Name and Email Address. These are mandatory for the Front API to associate the ticket with a sender.
  3. Submit: Click Submit to send the request. You should receive a confirmation message stating the request has been submitted successfully.
  4. Verify in Front: Log in to your Front account and navigate to the selected inbox.
  5. Review Ticket: Confirm that a new conversation has been created with the user's inquiry. Check for the transcript.txt attachment to see the full context of the chat.

Screen Recording 2026-03-10 at 10.02.34 PM.mov 3024x1964

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