Human in the Loop — Alivo
Platform Feature

AI Handles the Volume.
Your Team Steps In When Needed.

The AI works every lead around the clock — but when a homeowner is frustrated, an insurance job gets complicated, or it's time to seal the deal, your best people step in. No missed context. No starting over.

Manual Takeover Call Forwarding Task Routing Escalation Signals Pipeline Ownership
Conversation — Roofing & More 🤖 AI Active
MH
Mike Henderson
Inbound · Storm Damage · Insurance Claim
🤖
Lilly · AI
Hi Mike! I got your request about storm damage. Can you tell me — is this an insurance claim or out-of-pocket?
👤
Mike H.
Insurance, but my adjuster is being difficult. I've been dealing with this for 3 weeks.
Escalation Triggered
Complex insurance situation · Assigning to Sawyer G.
Sawyer G. — Taking Over
Full context transferred · AI paused on this thread
👤
Sawyer G. · Human
Hey Mike, Sawyer here. I've worked with difficult adjusters before — let me walk you through exactly what documentation to send them.
TASK
Follow up with adjuster documentation — Due today
Sawyer G.
100%
Context preserved
when humans take over
Zero
Missed escalations
with task routing
Only
Step in when
the customer needs help

Speed of AI. Judgment of Your Best People.

Your AI handles every touchpoint at scale — but it knows its limits. When a situation needs a human, it flags it, routes it, and hands it off with full context. Your team never walks in cold.

AI Works the Volume

Every inbound lead, missed call, and web form gets instant, consistent follow-up — 24/7. Your team isn't burning time on routine conversations.

🔔

Your Team Gets Notified When It Matters

The AI doesn't just flag a problem and move on — it routes the right alert to the right person. A task is created, assigned, and your team member knows exactly what's needed and why.

🔗

No Context Lost in the Handoff

When a human steps in, they see everything — the full conversation thread, what the AI said, what the homeowner said, and what needs to happen next.

Four Ways Humans Step In

Every escalation path is intentional. You control when, how, and who gets involved.

Turn the AI Off. Your Team Takes the Thread.

Any team member can disable the AI on an individual conversation with one click. From that moment, your team handles SMS and email manually — from the exact same thread, with every prior message visible.

  • AI is paused on that contact only — other conversations keep running
  • The full conversation history stays in the thread — no separate inbox to check
  • Re-enable the AI when you're done — or leave it off permanently
  • Drip sequences automatically pause when a human takes over
See It in a Demo
Conversation Control
🤖
Mike Henderson
Lilly responding · Storm damage lead
AI ON
👤
Mike Henderson
Sawyer taking over · Full thread visible
HUMAN
Full conversation history transferred — no context lost
🤖
Jennifer Calloway
AI still active on all other contacts
AI ON

Route Live Calls to the Right Person.

During any AI-handled call — or from your campaign settings — route incoming calls to your office, a cell phone, or your on-call manager. Optional warm transfer includes a quick context brief before the homeowner is connected.

  • Forward from live AI calls or pre-configure by campaign or contact type
  • Route to office line, personal cell, or on-call manager
  • Warm transfer option — AI briefs your rep before connecting the homeowner
  • Call outcomes (transferred, message left, unresolved) logged automatically
See It in a Demo
Live Call Routing
📞
Inbound Call — Mike Henderson
AI answered · 1m 24s into conversation
LIVE
🔀
Warm Transfer Initiated
Forwarding to Sawyer G. · (703) 555-0188
🎙 Brief: "Insurance claim, difficult adjuster, 3 weeks pending"
📋
Call Outcome Logged
Transferred · Follow-up task created

The System Creates Tasks. Your Team Closes Them.

Alivo automatically creates tasks based on conversation state, call outcomes, and automations. Each task is assigned to the right person with a due date — so nothing falls through the cracks.

  • Assistance Needed, Emergency, and Unresolved tasks for urgent situations
  • Listen to Voicemail, Manual Reply tasks for follow-through
  • Follow-Up Call / Text / Email tasks with assignee and due date
  • Goal Met tasks when the homeowner completes the desired action
See It in a Demo
Task Queue — Today
🚨
Emergency — Dave R.
Mentioned active roof leak · Immediate callback
NOW
🔔
Assistance Needed — Sandra K.
Complex HOA claim · Assigned to Sawyer
TODAY
📞
Follow-Up Call — Tom W.
Estimate follow-up · 2:00 PM
2PM
🎯
Goal Met — Lisa P.
Appointment booked · Mark deal won
WON

Every Contact Has an Owner. Every Owner Stays Informed.

Contacts in Alivo are assigned to a pipeline owner. Notifications follow that owner — so your sales rep knows the moment their lead escalates, responds, or needs attention. Drip campaigns stop when they win the deal.

  • Contacts assigned to a specific owner in the pipeline
  • Notifications route to the assigned owner for their contacts
  • Drip sequences pause during business hours when configured
  • Campaigns stop entirely when a human marks the deal won or goal complete
See It in a Demo
Pipeline Ownership
👤
Sawyer G. — 14 Active Contacts
Notifications routing to Sawyer
🔔
Mike H. responded — Sawyer notified
Insurance claim · Escalation signal
NEW
Tom W. — Deal Won
All drips stopped · Handoff complete
DONE

The AI Knows When to Get Out of the Way

Alivo is designed from the ground up to recognize the situations where a human does it better — and make that handoff seamless.

💬

Seamless Thread Continuity

When a human takes over, they reply from the same SMS/email thread the AI was using. The homeowner never knows — and never has to re-explain their situation.

⚠️

Escalation Signal Detection

Conversation states and call outcomes — transferred, unresolved, message left, angry tone — automatically trigger notifications and webhooks so managers can intervene in real time.

⏸️

Smart Drip Pausing

Drip campaigns automatically pause when a human is active in a conversation or during your configured business hours — so homeowners never get an automated follow-up while your rep is mid-conversation.

🔗

Webhook & Notification Routing

Every escalation signal fires a notification to the right person. Integrate with your existing tools via webhooks to route alerts into Slack, your CRM, or any platform your team already uses.

🚨

Emergency & Priority Tasks

The system recognizes genuine emergencies — active leaks, unsafe conditions, urgent callbacks — and creates high-priority tasks that surface immediately in your team's queue.

Task Complete — AI Moves On

When the AI agent completes its assigned goal — appointment booked, estimate scheduled, information gathered — it marks the task done and stops outreach automatically. No manual cleanup required.

What Roofing Teams Are Saying

★★★★★
"The AI is very real and able. I love not having to do personal responses to each customer. Response time has been cut by 80%. Mattie has been instrumental in the success of our agents."
Val S.CS Roofing Company
★★★★★
"Alivo is answering the phones with zero missed calls and great response times. It solved a lot of issues for us. Fast response times and very personalized."
David L.Cobex Construction
★★★★★
"Alivo has been a huge game changer. I can jump on a job site and not worry, because I know Alivo is backing me up. It's like having an office manager who never takes a day off."
Sawyer G.Roofing and More

Common Questions Answered

Not unless you tell them. The handoff happens within the same SMS or email thread, and the homeowner sees a continuous conversation. Your rep can introduce themselves naturally or just pick up where the AI left off — it's completely up to you.
Drip sequences automatically pause when a human is active in the conversation. They can also be configured to pause during business hours. When you mark the deal won or the homeowner completes the goal, all automated outreach stops permanently for that contact.
During any live AI-handled call, the system can route to your office line, a personal cell, or an on-call manager. The warm transfer option gives your rep a quick audio brief — what the homeowner said and what they need — before they're connected. All call outcomes are logged automatically.
Yes. Contacts can be assigned a pipeline owner, and notifications will route to that owner. This means your top rep can be the designated person for all their contacts — the AI still handles the volume, but the right human always gets the alert when their contact needs attention.

Give Your Team the Power to
Step In When It Counts

See how Alivo blends AI scale with human judgment — and how your team will always have full context when it matters most.

Go live with your team fully configured within days, not weeks.