The Escalation Flow
Example escalation
Example escalation
User: “I’m getting error 500 when I try to upload files larger than 10MB”Agent checks: Is there an action for this? No.Agent searches docs: Any troubleshooting for upload errors? Nothing matches.Agent responds: “I wasn’t able to find a solution for this. I’ve sent your issue to our team with the conversation details. They’ll follow up with you shortly.”Your team receives: Issue + full conversation context + user info
What Gets Sent
When an issue escalates, your team receives:Conversation
The full chat history leading to escalation
User Context
End user ID, session info, app state at time of issue
Agent Attempts
What actions/docs the agent tried before escalating
Timestamp
When the issue occurred
Configuring Escalation
Open Dashboard
Customizing the Handoff Message
By default, the agent says “I’ve sent your issue to our team.” Customize this to set expectations:Best Practices
Respond Quickly
Users escalate when they’re stuck. Fast responses build trust.
Close the Loop
Let users know when their issue is resolved.
Feed Learnings Back
Common escalations reveal gaps in your actions or docs.
Set Expectations
Use the custom message to tell users when to expect a response.
Reducing Escalations
| Pattern | Solution |
|---|---|
| Same question repeatedly | Add it to your documentation |
| Users asking for an action | Add it to availableActions |
| Bug reports | Fix the underlying issue |