Glossary
Sales Ops
What is Human in the Loop?
Human-in-the-loop workflows make escalation explicit: an assistant can prepare context and handle approved routine steps, while a person retains control over exceptions, sensitive questions, and consequential decisions.
In sales, a useful handoff includes a short summary, the source conversation, the stated need, and a clear owner so the buyer does not have to start over.
- •Define escalation triggers before launch
- •Give the human full conversation context
- •Track whether handoffs receive a timely response