> ## Documentation Index
> Fetch the complete documentation index at: https://hopsdocs.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Handoff watch

> Make sure every closed deal reaches onboarding with nothing lost.

When sales hands a deal to onboarding, promises get lost. Hops checks that every new customer has a complete handoff and watches their first support tickets for anything that was missed.

<Info>
  **How it runs:** Triggered. An automation runs when a deal is marked closed-won, and you can also ask Hops directly.
</Info>

## What it does

* **Compares promises with the handoff.** Hops reads the CRM record and email threads, then checks each commitment appears in the handoff note.
* **Flags the gaps.** Missing SSO commitments, custom terms or integration promises are listed per customer.
* **Watches early tickets.** New tickets in Zendesk or Intercom are matched to the gaps so you see which misses are already hurting.
* **Drafts the missing notes.** Hops writes the handoff notes for onboarding to review.
* **Posts to the right people.** The gap list goes to the revops Slack channel with the deal owner tagged.

<Frame>
  <img src="https://mintcdn.com/hopsdocs/E03FYifT87c9QmFJ/images/use-cases/sales-deal-handoff.gif?s=e436d0b5fa1aa1af0c534674feac1700" alt="Zendesk connection, Hops read new tickets and compared them with the handoff notes for newly closed deals" width="1440" height="810" data-path="images/use-cases/sales-deal-handoff.gif" />
</Frame>

## Ask Hops

Copy a prompt into any chat with Hops, or mention `@Hops` in a Space.

```text theme={null}
Check handoffs for deals closed this week.
```

```text theme={null}
Did Acme's handoff include the SSO commitment we promised?
```

```text theme={null}
Show early tickets from Globex and tell me if any relate to a missed promise.
```

```text theme={null}
Draft the handoff note for Northwind from the CRM record and email thread.
```

```text theme={null}
Which closed deals from last month still have no handoff note?
```

Example reply:

> Handoff check for 4 new customers:
>
> * Acme's handoff is missing the SSO commitment.
> * Globex opened 2 tickets about a promised integration.
> * Handoff notes drafted for the gaps.

## What you get

* **A post when a deal closes**, in the revops Slack channel, with the gaps and the owner tagged.
* **A saved Table** in **Tables** of the Space tracking each handoff, its gaps and status.
* **Drafted handoff notes** in **Docs** for anything missing.
* **On-demand checks.** Ask about any customer at any time.

## Connections needed

Connect these apps. Each card opens Connections in the app.

<CardGroup cols={3}>
  <Card title="Zendesk" icon="plug" href="https://app.hops.ai/my-hops/connections">
    Reads early tickets from new customers.
  </Card>

  <Card title="Intercom" icon="intercom" href="https://app.hops.ai/my-hops/connections">
    Alternative to Zendesk for early tickets.
  </Card>

  <Card title="HubSpot" icon="hubspot" href="https://app.hops.ai/my-hops/connections">
    Reads closed deals and what was promised (or Salesforce).
  </Card>

  <Card title="Slack" icon="slack" href="https://app.hops.ai/my-hops/connections">
    Posts the handoff gaps to revops.
  </Card>
</CardGroup>

## Set it up

<Steps>
  <Step title="Connect your apps">
    Connect your ticketing tool (Zendesk or Intercom), your CRM and Slack in **Connections**.

    See [Connections](/docs/connections/overview).
  </Step>

  <Step title="Pin the template">
    Create a **revops** Space and pin the handoff template in Space context.

    See [Spaces](/docs/spaces/overview) and [Space context](/docs/spaces/space-context).
  </Step>

  <Step title="Add the skill">
    Give Hops these instructions:

    ```text theme={null}
    You check deal handoffs. For each deal closed this week, compare what was promised in the CRM and email with the handoff note. Flag gaps and any early tickets that relate to them. Draft the missing handoff notes.
    ```

    See [Build a skill](/docs/agents/build-a-skill).
  </Step>

  <Step title="Trigger it">
    Runs when a deal is marked closed-won. Hops posts the gaps to revops and saves the handoff record in **Tables**.

    See [Automation](/docs/spaces/automation).
  </Step>
</Steps>


## Related topics

- [Explore use cases](/use-cases/overview.md)
- [RevOps](/teams/revops.md)
- [Renewal watch](/teams/revops/use-cases/renewal-watch.md)
- [Skills](/agents/skills.md)
- [Account risk watch](/teams/professional-services/use-cases/account-risk-watch.md)


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