How to Use Take Over Chat

February 25, 2025

The Take Over Chat allows you to seamlessly take control of an ongoing conversation, enabling you to respond directly to customers and provide real-time assistance. This feature enhances customer support by ensuring a smooth transition between AI and human interaction.

Taking Over the Chat

Once there is an active chat being handled by the AI Agent, the Take Over Chat button will show up allowing you to Take Over. Let’s do it!

  1. In the Conversations Inbox, select an Active conversation.
  2. Click on the Take Over button.
Take Over button option in AI Agent Conversations Jotform
  1. In the Take Over window, click on Yes, Take Over.
Yes, Take Over button option in AI Agent Conversations

You will now have full control over the chat, allowing you to respond directly to the customer and manage the conversation. Additionally, a notification will appear in the chat window stating, You (your username) joined the conversation.

Take Over the Chat completely in AI Agent Conversations

Identifying Active Chats

The Take Over Chat option will only be available when an active chat is being handled by the AI Agent. Active chats can be easily identified in the Conversations Inbox by a green icon next to the conversation title, indicating that the chat is open and ongoing.

Green Icon in chat Conversation to Identify Active Chat in AI Agent Jotform

See also:

Jotform AI Agents
Contact Support:

Our customer support team is available 24/7 and our average response time is between one to two hours.
Our team can be contacted via:

Support Forum: https://www.jotform.com/answers/

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