Context packet transfer

A compact briefing — what was tried, what is known, what the ask is — handed to the receiving human.

Ticket #4821Dana Ortiz · escalated by Milky Waiting for Billing · 0:40
M
Handoff from Milky
For Sam Okafor · built from the run, not the chat
The ask

Send Dana's $1,240 refund (invoice #8822) to her new card ending 0932, not the cancelled card ending 4417.

Known
  • Charged twice on 14 Aug: #8821 and #8822, 2 min apart payments log
  • Refund for #8822 created, held, not sent refund R-2290
  • Card 0932 added 12 Sep; 4417 reported lost 10 Sep account
Tried
  • Offered refund to 4417. Dana declined: card is cancelled.
  • Checked policy BIL-7: a new refund destination needs a person to verify it.
Still unknown
  • Is the name on card 0932 Dana Ortiz?
78 words · Dana: polite, 2nd contact this month, waiting 0:40
Already answered for you

Dana won't be asked these again.

  • ✓Account emaildana@ortizstudio.co
  • ✓Which charge#8822
  • ✓Amount$1,240.00
  • ✓Where to send itcard ending 0932
  • ?Name on card 0932ask Dana

Try it: You're Sam, picking up an escalation. Read the one-screen brief instead of the transcript, then take it: your reply asks Dana only what nobody knows yet.

In the wild

How one product ships this pattern. Click a screenshot to enlarge it.

Intercom conversation with a yellow internal note headed Summary: a one-line Question followed by bullet points on what the customer wants, what they use, and who is already involved
Intercom
A workflow posts an AI summary note at handover, with the customer's question and what has already happened, so the teammate doesn't have to reread the thread.
Source: Intercom Help ↗

When to use

Escalations and shift handovers where the human's first minute is otherwise spent reconstructing.

Seen in

Support handoff summaries, on-call incident briefs, agent-to-analyst research packets.

For engineers

Generate the packet from structured run state, and cap length; noisy packets get skimmed.

Build prompt

A neutral, component-only prompt for a coding agent. Edit the stack block or anything else to fit your project, then copy it.

Download this prompt as Markdown, or every prompt as JSON for an agent.

Critique checklist for human handoff

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