What is AI Escalation?
The process by which AI systems intelligently transfer complex or sensitive customer issues to human agents with full context.
AI escalation refers to the process by which an AI customer service system transfers a conversation to a human agent. Intelligent escalation happens at the right time, to the right person, with complete context - unlike frustrating transfers that make customers start over.
When AI Should Escalate
Good AI knows when to hand off:
- Complexity: Issue requires judgment beyond AI capability
- Emotion: Customer is frustrated and needs human empathy
- Sensitivity: Topic requires human discretion
- Preference: Customer explicitly requests human help
- Authority: Decision requires manager approval
- Edge case: Unusual situation outside AI training
Elements of Good Escalation
- Context transfer: Full conversation history shared
- Issue summary: Clear explanation of the problem
- Actions taken: What AI already tried
- Customer info: Relevant account details
- Recommended action: Suggested next steps for agent
Escalation Methods
- Warm transfer: AI hands off live to available agent
- Queue transfer: Creates ticket for next available agent
- Scheduled callback: Agent calls customer back
- Channel shift: Move from chat to phone if needed
Escalation Triggers
AI escalates based on:
- Confidence level: AI uncertain about answer
- Sentiment detection: Customer frustration increasing
- Explicit request: Customer asks for human
- Topic classification: Sensitive topics always escalate
- Loop detection: Issue not resolving after attempts
Measuring Escalation Quality
- Escalation rate: What percentage of conversations escalate
- Appropriate escalation: Did the escalation actually need human help
- Context quality: Did agent have what they needed
- Post-escalation CSAT: Customer satisfaction after handoff
Maven AGI Difference: Our escalation is surgical, not frequent. With 90%+ resolution rates, escalation is the exception. When it happens, agents receive full context, issue summary, and recommended actions. Customers never repeat themselves.
Book a demo to see intelligent escalation.
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