Assess an escalation step by step
Apply a structured escalation assessment to decide when a support case should leave frontline or AI handling.
A marketplace customer says three contractor payouts are still pending after the promised release date. The bot offered article links, then a frontline agent repeated standard timing guidance. The customer later mentions the payouts are payroll-critical for a same-day crew dispatch. Risk → authority → checkpoint The trap is letting each new fact live alone instead of raising the escalation threshold in aggregate. Surface the risk Reframe the issue from delayed payouts to same-day crew dispatch may fail if three contractor payouts remain stuck. Operational consequence changes the routing threshold faster than the original product label does. Check authority need…
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