Agent Handoffs

Use Worktable when an agent needs to leave work in a form another human or agent can pick up.

Good handoff content includes:

• The objective.
• Current status.
• Decisions made and why.
• Open questions.
• Next actions.
• Links to relevant docs, records, or widgets in the space.

For longer work, ask the agent to update the same handoff doc instead of creating a new note every time.