AI with Escalation Mode

The best of both worlds - AI handles routine queries automatically while seamlessly escalating complex issues to your human team.

What is AI with Escalation Mode?

AI with Escalation mode combines the efficiency of automation with the quality of human support. Your AI agent handles common customer queries automatically, while intelligently escalating to live human agents when users explicitly ask or based on custom scenarios you configure.

Key Features:

Intelligent AI Responses

AI automatically handles common questions using your knowledge base, freeing up your team to focus on complex issues.

Smart Escalation

Conversations are escalated to humans when customers ask for help, encounter complex issues, or based on your custom rules.

Human Takeover

When escalated, human agents receive instant notifications and can seamlessly take over the conversation with full context.

24/7 Availability

AI provides instant responses even outside business hours, while escalations are queued for your team during working hours.

When to Use AI with Escalation Mode

Balanced Support Strategy

Perfect for businesses that want to automate routine questions while ensuring human support is available for complex or sensitive issues.

Growing Customer Base

When your support volume is increasing but you want to maintain quality without proportionally expanding your team size.

Complex Products or Services

When your product has both simple FAQs that AI can handle and complex scenarios that require human expertise and judgment.

Extended Coverage Hours

When you want to provide instant responses 24/7 but only have human agents available during specific hours.

How Escalation Works

Conversations can be escalated to human agents in several ways:

Customer Request

When a customer explicitly asks to speak with a human (e.g., "I need to talk to a person"), the AI automatically escalates the conversation and notifies your team.

AI Uncertainty

If the AI cannot find relevant information in your knowledge base or is uncertain about the correct response, it can automatically escalate.

Custom Actions

Configure custom actions to trigger escalations based on specific keywords, sentiment analysis, or conversation patterns.

Manual Agent Takeover

Human agents can monitor conversations and take over at any time from the dashboard, even if not escalated automatically.

How to Enable AI with Escalation Mode

  1. 1Enable "AI Response" in your agent settings (this is enabled by default)
  2. 2Train your AI agent by adding content to your knowledge base
  3. 3Configure escalation notifications (Slack, WhatsApp, or email) to alert your team
  4. 4Optionally create custom escalation actions for specific scenarios
  5. 5Monitor the inbox to see AI conversations and take over when needed

Ready to set up AI with Escalation?

Learn how to train your AI agent and configure escalation rules.