A handoff returns responsibility to your team when Scout Agent cannot finish the work or reaches a condition that needs a person. Use the handoff reason to decide what should happen next.
Before you start
You need access to the task and its related records or conversations. Sensitive or commercial decisions may require an appropriate team owner.
Review supplier confirmation work in Inbox and open a task to check its owner, due date and related records.
Review and continue a handoff
Open Inbox → Scout Agent → Handed off or the handoff notification.
Read the stated reason, task goal and activity. Identify what was completed, what is unresolved and what evidence is available.
Check the owner and due date. Choose the teammate who can make the required decision or obtain the missing information.
Continue the work, repair the connection or clarify the task as appropriate. If Scout Agent should work again, use the available task controls and provide the new context.
Record the final outcome and any unresolved units when the work is settled.
Check the result
A named person has a clear next action, and the task preserves the evidence from the earlier attempt. The handoff itself is not proof of completion.
Separate the cause from the next action
A supplier refusing the requested date, a missing source field and an unavailable connection need different responses. Read the reason before retrying the same request.
If the requested outcome is no longer achievable, document the alternative the team accepts. Do not mark the original goal achieved solely to clear the inbox.
Improve future handling
Repeated handoffs can reveal unclear guidance, a missing knowledge source or an escalation rule that is too broad. Ask an administrator to review those settings after the immediate task is handled.
If something does not look right
What you see | What to check |
The same task keeps coming back | Resolve the underlying missing information or policy condition before starting another attempt. |
No one can own the decision | Ask a workspace administrator to review task assignment and fallback ownership. |
Is Handed off the same as Failed?
Is Handed off the same as Failed?
Handed off describes responsibility returning to the team. Inspect the task’s status and activity for the actual execution outcome and remaining work.
Continue your work
Open the relevant area in Cartograph to continue with your workspace data.