How Theo works
When you trigger Theo for a conversation, it looks at the last five messages to understand context, searches your knowledge base for relevant answers, and produces a reply along with a confidence score between 0 and 1.Two modes
Assist mode (default)
Theo drafts a suggested reply and presents it to the agent. The agent can accept, edit, or discard the suggestion before anything is sent to the customer. No reply leaves the inbox without a human reviewing it first.Auto-reply mode
Theo sends replies automatically when its confidence score is 0.8 or higher. If confidence falls below that threshold, Theo skips the auto-send and flags the conversation for a human agent instead.Auto-reply mode is only available on the Mini and Pro plans. Accounts on the Free plan always use Assist mode.
Trigger a reply
Send aPOST request to /api/v1/ai/reply with the ID of the conversation you want Theo to respond to.
Request body
Response fields
Human handoff
Theo escalates a conversation to a human agent in two situations:- Low confidence — in auto mode, if the confidence score is below
0.8, Theo cannot send a reply automatically and marks the conversation for handoff withhandoff_reason: "low_confidence". - Customer request — if the customer’s message contains phrases like “connect to human”, “live agent”, or similar, Theo sets
handoff_reason: "customer_requested".
needs_human_handoff field is set to true and its status moves to the pending queue so your team can pick it up.