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LLMs, GenAI, RAG, agents, evaluation · insight-1564

Hand a case to a human with a structured summary, evidence and attempted actions, not the transcript

Evidence type
practitioner heuristic
Difficulty
easy
Roles
Applied AI, Data analyst
Industries
aviation, telecom

Summary: situation, action, reason, boundary

  1. Situation

    An agent cannot resolve a baggage-delay claim and escalates to a human agent.

  2. Action

    Generate a structured handoff with the customer's request, verified facts and their sources, actions already taken with outcomes, the reason for escalation and the options considered, and keep the full trace linked.

  3. Reason

    A structured handoff lets the person start from the decision point and avoids duplicated or conflicting actions.

  4. Boundary

    Agents with an escalation path to staff.

Symptom or risk

The person must read a long transcript or ask the customer again, and may repeat actions the agent already tried.

Exceptions

Very short interactions need only the request and a link.

Trade-offs

The summary can be wrong, so keep the source trace one click away.

Pitfalls

Including unverified model guesses in the facts section.

Lessons and concepts