What Is an Escalation?
An escalation happens when a fan needs human attention. The AI identifies these situations and routes the fan to your team instead of replying automatically.
What triggers an escalation
Section titled “What triggers an escalation”- Top-spending fans: your highest-value relationships are always routed to human chatters
- Sensitive situations: conversations that need a personal touch or fall outside the AI’s configured limits
- A fan asks to talk to a real person
What the chatter sees
Section titled “What the chatter sees”When a fan escalates, they appear in the Action Queue, the chatter’s work feed. The chatter sees:
- The fan’s full conversation history
- Their fan profile: spend, funnel stage, notes, and tags
- Any context about why the fan was escalated
The chatter can reply directly and either keep the conversation or hand it back to the AI when done.
Related
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