Logo - Full (Color)

Pass Customers to Service Reps

User Persona Sales
Use Case Readiness Early

CSMs start without context. Customers repeat themselves. Trust breaks. 

AI builds the handoff doc, so your service team starts informed.

customer_handoff_agent

Give Service Teams the Full Story on Day One

When a deal closes, everything the sales rep knows should transfer to the service team. Customer Handoff Agent compiles recent communications, deal status, tickets, public news, and main contacts into one structured document. No more scattered context. 

Start with Customer Handoff Agent to generate handoff documents automatically. Add Company Research Agent for deeper account context. Use Breeze Assistant to surface deal history, call summaries, and key commitments from the sales process.

Learn more

Starter, All Products

Get Started with Customer Handoff Agent

Build your first customer handoff document in minutes. 

Step 1 - Install from Breeze Marketplace

Navigate to Breeze, then Breeze Marketplace. Search for Customer Handoff Agent and click "Add." Once added, click "Open" to access the agent. 

Step 2 - Configure the Agent

In the upper right, click "Configure." Connect the agent to the deal record or account you want to hand off. Optionally add knowledge sources to give the agent additional context about your business, such as your onboarding process or service commitments.

Step 3 - Generate the Customer Handoff Document

Select the deal or account you're handing off and run the agent. It compiles recent communications, deal status, open tickets, public company news, and main contacts into a structured handoff document. Review the output to confirm accuracy before sharing. 

Step 4 - Share with the Service Team

Send the completed handoff document to the assigned CSM or onboarding team. Export it as a PDF or copy a direct link to share. The service team starts the relationship with full context on who the customer is, what was promised, and what matters most to them.

Turn it on. Watch it work.

Once Customer Handoff Agent is generating handoff documents, every new customer relationship starts with full context. Your service team knows what was promised, who the key contacts are, and what the customer cares about before the first call. 
Start setup now

What to expect:

  • Structured handoff docs generated automatically

  • Deal history, contacts, and commitments in one place

  • Service starts informed from day one

Customers remember what you promised. Your service team should too. A clean handoff is the first step to a long relationship. 

Go Deeper with More Breeze Tools

Once handoff documents are flowing, add these tools to deepen context and monitor account health.
company_research_agent_2x

Starter, All Products

Company Research Agent

Provides additional context on the account by researching public information like recent news, leadership changes, and business developments. Use it when the handoff document needs more background on the customer's current situation or strategic priorities. 
breeze_assistant_thumbnail@2x

Free, All Products

Breeze Assistant

Surfaces deal history, call summaries, and key commitments made during the sales process by pulling from your complete CRM data. Use it to quickly answer specific questions like "What discounts did we offer?" or "What were their main concerns during evaluation?"
customer_health_agent@2x

Starter, All Products

Customer Health Agent

Provides additional context on account health for sales-to-service handoffs based on recent conversations and broader web signals. Use it to flag any early warning signs, so the service team knows which new accounts need extra attention during onboarding.