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Conversation Handoff

When a conversation gets too long, ask the assistant to prepare a handoff summary, then continue in a new conversation without explaining the background again

The longer you chat in the same conversation, the more the assistant needs to remember. When the content approaches its limit, the assistant starts to lose track of what you discussed at the beginning.

With “Conversation Handoff,” you can ask the assistant to organize your current progress into a handoff summary, then start a new conversation with one click to continue your work. The assistant in the new conversation reads this summary first, so you do not need to explain the background again. The original conversation is also preserved for you to revisit at any time.

Conversation handoff is available only after MaiAgent enables the system's global conversation handoff feature. This global switch is not available in the admin console, and customer administrators cannot configure it themselves. Contact MaiAgent to enable it. Once enabled globally, conversation handoff is available in MaiGPT and Web Chat. For Web Chat, an administrator must also turn on “Enable Conversation Handoff” for the conversation platform (see Enable in Web Chat). Other conversation platforms, such as LINE, Facebook Messenger, and Microsoft Teams, are not supported.


Use Case

A marketing specialist is planning an autumn product launch in MaiGPT. She has spent the afternoon discussing the venue, guest count, budget allocation, and introduction scripts for two featured products with the assistant. She notices that “Context Usage” below the input box has reached 82%, and a prompt bar above the input box suggests preparing a handoff.

She clicks “Prepare Handoff.” The assistant creates a handoff summary listing the event goals, the confirmed venue and budget, the introduction scripts in progress, and the remaining tasks. After reviewing the summary, she clicks “Continue in New Conversation.” The screen switches to a new conversation, and the assistant first says, “We've picked up where you left off. The current tasks are…” She then asks the assistant to write the invitation without pasting the earlier discussion again.


Where You Can Use It

Entry Point
Users
Description

MaiGPT

Organization members

The MaiGPT conversation page works the same way in every layout. Once the global conversation handoff feature is enabled, you can use it without configuring a separate platform switch

Web Chat

Website visitors, organization members

The Web Chat conversation window embedded on a website is also available to visitors who are not logged in. After the global conversation handoff feature is enabled, an administrator must also turn on “Enable Conversation Handoff” for that conversation platform (off by default)

Enable in Web Chat

Conversation handoff and context usage in Web Chat have two independent switches, configured separately for each conversation platform and off by default. Visitors to a customer's embedded Web Chat see neither handoff prompts nor context usage until an administrator enables them. “Show Context Usage” takes effect as soon as it is enabled. “Enable Conversation Handoff” takes effect only after MaiAgent enables the global conversation handoff feature.

The customer service manager at an online retailer notices that website visitors often ask about several orders in a single conversation. As the conversation gets longer, the assistant loses track of order numbers mentioned at the start. She wants visitors to first see how much conversation space they have used, so she opens Feature Settings for the official website's Web Chat conversation platform, enables only Show Context Usage, and saves. When visitors reopen the conversation window and receive the assistant's first reply, “Context Usage” and a percentage appear below the input box.

1. Open the Conversation Platform's Feature Settings

In the admin console, go to Customer Service Conversations → Conversation Platforms. Edit the Web Chat platform you want to enable, then click Feature Settings in the left menu.

2. Enable the Switches You Need and Save

The “Basic Features” section has two switches. You can enable either one or both:

Switch
Effect in Web Chat When Enabled

Enable Conversation Handoff

When the global conversation handoff feature is enabled, a handoff prompt bar appears starting at 80% context usage, the assistant can generate a handoff summary card, and visitors can continue in a new conversation. If the global feature is disabled, turning on this switch produces no visible change

Show Context Usage

Displays the context usage percentage below the input box

After configuring the switches, click Save.

The Basic Features section of the conversation platform's Feature Settings, with Enable Conversation Handoff and Show Context Usage switches in the last row
“Enable Conversation Handoff” and “Show Context Usage” under “Feature Settings” → “Basic Features”
  • The two switches are independent: If you enable only “Show Context Usage,” only the percentage appears, without a handoff prompt bar. If you enable only “Enable Conversation Handoff,” usage is not displayed below the input box, but the handoff prompt bar still appears at the 80%, 90%, and 100% usage thresholds (the global conversation handoff feature must be enabled).

  • Conversation handoff also requires the global switch: MaiAgent controls the global conversation handoff switch. It is not available in the admin console, so customer administrators must contact MaiAgent to enable it. When the global switch is off, handoff is unavailable on all platforms, including MaiGPT, and enabling “Enable Conversation Handoff” produces no visible change. “Show Context Usage” is unaffected by the global switch.

  • The settings page for internal platforms does not display these two switches. For their locations on the settings page, see Feature Settings.


View Context Usage

A “Context Usage” row below the conversation input box contains a short progress bar and a percentage. It shows how much of the assistant's available memory space this conversation has used.

  • MaiGPT: Always displayed; no configuration is needed.

  • Web Chat: Displayed only after an administrator enables Show Context Usage for that conversation platform (see Enable in Web Chat). This switch is independent of “Enable Conversation Handoff.”

Display rules:

  • In a new conversation, the row appears only after the assistant's first reply.

  • It updates after each completed assistant reply.

  • The maximum displayed value is 100%.

The closer usage gets to 100%, the more advisable it is to continue in a new conversation. Once it reaches 100%, the assistant starts losing access to the earliest conversation content.

Context usage progress bar and percentage below the MaiGPT input box
“Context Usage” below the input box updates after each assistant reply
Context usage progress bar and 0% below the Web Chat input box
After “Show Context Usage” is enabled in Web Chat, “Context Usage” and a percentage appear below the input box

Three Ways to Start a Handoff

1. Ask the Assistant Directly

At any time, you can enter and send a message like this:

Hand off this conversation to a new conversation

The assistant prepares a handoff summary (see “Handoff Summary” below). You do not need to wait for usage to increase before handing off.

2. Use the Prompt Bar

When context usage reaches 80%, a prompt appears above the input box:

This conversation is approaching its context limit. We recommend preparing a summary and handing off to a new conversation to continue

The prompt bar has two buttons on the right:

  • Prepare Handoff: Automatically sends “Hand off this conversation to a new conversation” for you, and the assistant prepares the handoff summary.

  • Close: Hides the prompt bar so you can continue in the original conversation.

After you close it, the prompt bar appears again when usage crosses the next threshold (90%, 100%). At 100%, the prompt changes to:

This conversation has reached its context limit. To preserve the completeness of the conversation content, we recommend preparing a summary and handing off to a new conversation to continue

Closing the prompt bar applies only to the currently open page. After refreshing the page, the prompt bar appears again if usage is still above the threshold.

3. Respond to the Assistant's Proactive Question

When context usage reaches 80%, the assistant adds a question at the end of that reply, such as:

This conversation is getting quite long. Would you like me to summarize the key points and hand off to a new conversation to continue?

  • If you agree with a response such as “Yes” or “Sure,” the assistant prepares a handoff summary.

  • If you say “No” or ignore the question, the assistant continues as usual without repeating the question every time.

  • The assistant reminds you once more at each of the 90% and 100% thresholds.

The assistant's question and the prompt bar appear at the same time. You can use either method to start the handoff.


Handoff Summary

The assistant's summary remains in the original conversation as a “Handoff Summary” card with five sections:

Section
Content

Goals

What this conversation aims to accomplish

Decided

Confirmed decisions and conclusions

In Progress

Items still being worked on and their current status

To Do

What needs to be done next

Key References

Important numbers, names, and names of previously uploaded files

The summary uses the language of your conversation. Sections with no content are hidden.

At the bottom of the card is a “Continue in New Conversation” button, with a note beside it indicating which new conversation will be created.

Handoff summary card in a MaiGPT conversation, with Goals, Decided, In Progress, To Do, and Key References sections and a Continue in New Conversation button
After you enter a handoff request, the assistant leaves a handoff summary card in the original conversation

You can hand off the same conversation more than once. Each handoff creates a new summary, and only the latest summary displays the button.


Continue in a New Conversation

1

Click “Continue in New Conversation”

Click Continue in New Conversation at the bottom of the handoff summary card. While the conversation is being created, the button displays “Creating New Conversation…”.

2

Enter the New Conversation

The screen switches to a new conversation whose title is the original title followed by “(Continued)”. The system sends the first message on your behalf, with the text “Continuing from the handoff for 〈original conversation title〉”. The message is labeled “Sent by System”.

3

The Assistant Confirms the Continuation Status

After reading the handoff summary, the assistant first confirms the continuation status in one sentence, such as “We've picked up where you left off. The current tasks are…”. You can then chat as usual.

The first message in the new conversation is a continuation message labeled Sent by System, and the assistant confirms the continuation and lists tasks
The system sends a continuation message in the new conversation, and the assistant reads the summary and confirms the continuation status

After the handoff, the conversation list shows the relationship between the two conversations. The original is labeled “Handed Off To,” and the new one is labeled “Continued from Original Conversation.” The button in the original conversation changes to “Go to New Conversation”. Clicking it again returns to the same new conversation without creating another one.

The conversation list labels the new conversation as Continued from Original Conversation and the original as Handed Off To
The conversation list shows the handoff relationship between the two conversations

If creating the new conversation fails, the screen displays “Failed to create a new conversation. Please try again,” and the button becomes available to click again.


What You Can Do After Continuing in a New Conversation

  • Continue your work directly: The assistant already knows the goals, decisions, and tasks in the handoff summary, so you can give it the next instruction immediately.

  • Use the same assistant: The new conversation uses the same assistant as the original, with the same model, knowledge base, and tool settings.

  • Revisit the original conversation: The complete original conversation remains in the conversation list for you to open and review whenever needed.

  • Hand off again: When the new conversation gets long, you can hand off to another new conversation. Usage is calculated afresh in each new conversation.

The assistant in the new conversation can see only the handoff summary, not the other messages in the original conversation. The following content is not carried over:

  • Files and images uploaded in the original conversation (the summary lists only their filenames)

  • Files generated in the original conversation and Canvas content

  • Conversation details outside the summary

If the new conversation needs this content, upload the files again or paste the relevant passages into the new conversation.

If the original conversation or handoff summary was deleted before continuing, the assistant says, “I couldn't find the handoff summary from the original conversation. Please tell me directly what you'd like to continue.” Simply explain what you want to continue.


Notes for Web Chat Visitors

Web Chat visitors who are not logged in can also hand off conversations using the steps above. Keep in mind:

  • The new and original conversations are saved only in the visitor's current browser. They are not available in another browser or on another device.

  • After the visitor's conversation history expires, the original conversation can no longer be opened, but an already created new conversation remains usable.


Unsupported Scenarios

Scenario
Description

Other conversation platforms such as LINE, Facebook Messenger, Microsoft Teams, and Slack

Usage and prompt bars are not displayed, and the assistant does not proactively ask about handoff

Automatically switching to a new conversation

Not supported. You must click “Continue in New Conversation” yourself

Handing off to a different assistant

Not supported. The new conversation always uses the original assistant

Carrying the original conversation's attachments and generated files into the new conversation

Not supported. Upload them again in the new conversation

Compressing content and continuing within the same conversation

Not supported. A handoff always opens a new conversation


Frequently Asked Questions

Can I hand off while usage is still low?

Yes. Enter “Hand off this conversation to a new conversation” directly. You do not need to wait for the prompt bar.

Can I still hand off if I accidentally closed the prompt bar?

Yes. Ask the assistant to hand off directly in the input box.

How is context usage calculated?

The percentage represents how much of the assistant's available memory space the conversation currently occupies, estimated from the conversation content and the assistant's model. Different models can remember different amounts, so conversations of the same length may have different usage percentages.

Can I keep chatting in the original conversation after a handoff?

Yes. The original conversation is not locked, but its usage is already high, so we recommend continuing in the new conversation.

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