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

Related terms

From the blog

See human in the loop in action

Agenis puts these concepts to work — an AI sales team that runs your outreach across every channel.