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Handoff for people and AI agents

Switch AI. Keep the work.

Keep the goal, evidence, decisions, and next step in one case. The next person or AI continues from there.

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Acme renewal

In progress

Research

Claude Code

Research done. Renewal risk is still open.

Handoff record

Goal
Decide whether to renew Acme
Evidence
Usage fell; support tickets rose
Next
Check the renewal risk with the account owner

Handoff to account owner

Account exec

ChatGPTNow

Reviews the evidence and makes the call.

One case · each collaborator can add a record

Across people and tools

One handoff. Many ways to continue.

Another AI

Claude, ChatGPT, or Cursor can pick up the same case.

Tomorrow

The goal and decisions are there when you return.

A teammate

They see the evidence, open questions, and next step.

How it works

Hand off the work. Keep what works.

  1. Do the work

    Start a case around one goal.

  2. Hand it off

    Leave decisions and the next step.

  3. Keep the pattern

    Make useful guidance a playbook.

  4. Improve it

    Learn from the next case.

Knowledge from handoffs

What worked becomes a playbook.

Keep the guidance, resources, and human checks worth using again.

Reusable guidancePlaybook

From a real case · Acme renewal

The account owner checked usage and support history before deciding.

Enterprise renewal review

What counts as evidence, and what a person has to check.

  1. 1
    Scope the renewal risk
    Skill·Renewal risk rubric
  2. 2
    Pull filings, tickets, and usage into one set
    MCP·Filings & earnings calls
    MCP·CRM + ticket history
  3. 3
    Separate verified facts from assumptions
    Plugin·Claim-to-source audit
    CLI·Exec brief builder
  4. 4
    Hand the call to the account owner
    Approval

AI review

Check the work before it moves on.

When enabled, Epismo reviews new outputs and records what still needs checking.

Acme renewal

AI reviewOn

Research

CursorResult

Drafted the renewal brief from last quarter.

On its own

Epismo AI

ReviewAI review

Usage isn't sourced. The churn claim is still an assumption.

Fixes

Research

CursorResultNow

Added usage and the filing.

Make the next step obvious.

Leave the next step with the work, so someone else can carry it forward.

Start freeTalk to sales

Free even without login