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Escalation Rules Configuration

Configure when and how AI agents escalate to human agents. Set up escalation triggers, routing rules, and handoff workflows.

Escalation Rules Overview

Escalation rules determine when AI agents should transfer conversations to human agents. Well-configured escalation rules balance automation efficiency with customer satisfaction.

Business Impact: Proper escalation configuration increases resolution rates by 15-25% and improves customer satisfaction scores by 0.5-1.0 points.

Escalation Triggers

Common escalation triggers:

• Customer requests human agent

• Complex technical issues

• Billing or payment disputes

• Negative sentiment detected

• Account cancellation requests

• Issues requiring account access

• Multiple failed resolution attempts

Routing Configuration

Configure escalation routing:

• Route to specific departments

• Route based on issue type

• Route based on customer tier

• Route to available agents

• Route with priority levels