Handover Sessions Turned Into Working Guides
Knowledge Transfer Documentation Agent writes a recorded handover session out as steps, in order. It quotes every exception the client's expert mentions and lists the questions still open.
Turn One Handover Into A Guide.
- The process written as steps, with who does each one
- Every exception the expert mentions, quoted with its time
- The questions to ask the client
Vlad Shvets, Partner @ QveryThe client's expert explains the main path in an hour. Somewhere in minute forty-two, they mention the exception that breaks week one. At Qvery, we help outsourcing companies put people on the work that matters, with custom AI agents that turn handovers into guides. Every exception the expert mentions is quoted with its time. Where the session and the client's document disagree, your team gets a question to ask.
Knowledge Transfer Documentation Agent.
Handover steps written down, questions listed.
The Sessions You Already Record
Each handover session with the client's expert is recorded, as it is today. You send it with any process document the client shares.
The agent writes the session out with times. When the expert points at something on screen without explaining it, that becomes a question.
The Steps, In Order
The agent writes the steps in order, with the system used and who does each one. It checks them against the client's document, if there is one.
A step with no stated owner becomes a question. The guide comes back in a format your team can edit.
Exceptions, Quoted With Their Time
The agent quotes each exception and decision point the expert mentions, with its time in the session. It never adds rules of its own.
Where the session and the document disagree, it lists both. Each one becomes a question for the client.
The Guide And The Questions
The team taking over the work gets the guide and the questions to ask the client. The client's expert answers them and confirms the guide.
In your build, each new session adds to the same guide. The list of questions updates as the expert answers them.
What Writing Handover Guides Costs You.
Put in your own team's numbers. The result updates as you type.
Your Numbers
- Saved a year
- $21,534
- Today
- $52,668
- With the agent
- $31,134
- Pays back in
- 13.9 months
- Three-year return
- 158%
- Deploys for about
- $25,000
Saved a year $21,534
Read The FAQs.
What does Qvery do for outsourcing firms?
At Qvery, we help outsourcing companies put people on the work that matters, with custom AI agents that document handovers. We build them around each client and the sessions you already record. A new client's process comes in hours of recordings, and the guide captures the main path. The exceptions show up only after go-live. The agent writes each session out as steps and quotes the exceptions the expert mentions. Your transition team gets the guide and the questions to ask.
How complicated a process can it handle?
As complicated as the session explains. Branches and exceptions are written as their own steps, quoted from the expert with their time. Each step names the system used and who does it. Say a refund needs a manager's sign-off over a set amount. The expert mentions it once, and the guide gives it its own step, with the time. If the client shares a document, the agent checks the steps against it. The guide comes back in a format your team can edit like any document. The sample on the page is a refund handover: a session transcript and the client's procedure.
Does it capture what's shown on screen?
No. It reads what is said in the session and what is in the documents, not the screen. The agent writes the session out with times, so the moment is easy to find. When the expert points at something on screen without explaining it, that becomes a question for the client. Your team asks it. In a refund handover, a click on a settings screen is the kind of moment that becomes a question. Anything shown only on screen is never guessed at, and nothing is added that the session or documents do not show.
Does it find exceptions the expert missed?
No, and it does not invent them. It quotes each exception, decision point and judgment call the expert mentions, with its time. An exception it might infer is a question, never a rule. Where the session and the client's document disagree, it lists both. A step with no stated owner becomes a question too. The client's expert answers them.
Is the guide ready to run on day one?
It is ready for the client's expert to confirm. The guide comes back with the open questions listed beside it. Until then the guide is a draft for the expert to check, and it never calls a process ready or complete. Once the expert answers them and confirms the guide, your team runs on it. Say the expert mentions, in minute forty-two, the exception that breaks week one. The agent quotes it with its time, so your team asks about it before go-live and not after.
Can it combine sessions into one guide?
Yes, in your build. Each session is recorded as it is today. Each new session adds to the same guide, so a long handover is not scattered across hours of recordings. The list of questions updates as the expert answers them. Each session is written out with times, so a question can point to where it came up. Your transition team keeps one guide to edit and one list to work through.
How much does it cost to build?
An agent for this job costs about $25,000 to build and $400 a month to run. The calculator above shows what that means against your team's time on handovers. Put in your own team's numbers and the result updates as you type. It sets the build and the monthly cost against the hours your team spends writing handover guides today. Nobody has to rewatch hours of recordings to find the exception. By hand, a guide begins with hours of recordings. Here your team begins with the session already written out. What is left for your team is editing the guide and asking the client the open questions.
How is our clients' information kept safe?
The agent reads only the sessions and documents you send it. You decide where it runs and how long anything is kept. The guide is yours: your team edits it, and the client's expert confirms it. Nothing in the guide comes from outside the session and the documents. Where a document and a session disagree, both are shown to your team, not merged into one answer.
How soon can it document our handovers?
We deliver a working agent in about two weeks, set up with your guide template. It first runs on a past handover, beside your team. You read its guide next to the one they wrote. Nothing new is asked of the client's expert, because the sessions are the ones you already record. Your template sets how it is laid out.
What does the free try send back?
A guide of steps, in order, from your session, with each exception the expert mentions quoted with its time. It also lists the questions to ask the client. You send one recorded handover session, or its transcript, and any client document about the process. The questions are the ones to put to the client before go-live. It comes from vlad@qvery.ai within 15 minutes. We delete your files as soon as your result is sent.