Hand-offs

A hand-off is Claire passing a lead to a person. It's how Claire says "this one needs you now".

When Claire creates a hand-off

• A meeting was booked.
• A buyer or seller looks ready to act. Claire only says so when the lead's own words back it up.
• The lead asked for a person or a call.
• The lead sent a message Claire can't or shouldn't answer, for example in a language she doesn't handle.
• A lead replied while Claire was paused.
• A lead's reply has gone unanswered for over an hour.

Where to find them

• On the Claire page, under Ready for You.
• On the Hand-offs page in the sidebar (team workspaces). It has tabs for Open, Mine and All, and refreshes on its own.

Each hand-off card shows:

• how urgent it is;
• where the lead is;
• what Claire recommends doing;
• a suggested reply;
• the conversation so far.

What you can do with a hand-off

Action	What it does
Call / Text / Email / Open contact	Gets in touch, and claims the hand-off for you at the same time.
Claim	Takes the hand-off so teammates know you're on it.
Snooze	Hides it for an hour.
Reassign	Passes it to a teammate.
Dismiss	Removes it without action.
Resolve	Closes it with an outcome: connected, follow-up scheduled, meeting booked, deal moved forward, no action needed, or not a real hand-off.

If two people try to claim the same hand-off, the first one gets it and the other is told.

In team workspaces, Claim may be replaced by a note when you're not licensed in the lead's state, so a licensed teammate can take it.

How urgent is it?

Urgency	Typical reasons
High	Ready to list, meeting booked, caller asked for a person.
Normal	Buyer ready, a reply Claire couldn't answer.
Low	Everything else.
Critical	Set by a person who escalates it on purpose.

Who gets it

Yapii usually gives a new hand-off to the right person automatically: someone allowed to work shared leads, on the matching team or licensed in the lead's state, who has had the fewest hand-offs recently. If no one fits, it waits in Open for anyone to claim.

If a hand-off sits unclaimed for 4 hours, Yapii flags it again with Still open and raises its urgency. After 48 hours, open hand-offs expire.

Hand-off notifications

On the Hand-offs page, the Settings tab controls how you hear about new hand-offs:

• In the app;
• browser notifications;
• text messages to your phone, for hand-offs at or above the urgency you choose;
• quiet hours, when texts won't be sent to you. The default is 9 PM to 8 AM.

Text alerts are off until you turn them on and add your phone number.