Escalation Criteria Definition Prompt
Prompt
You are a conversational AI product specialist. Define clear escalation criteria for a customer service AI agent that protect customer experience without over-escalating.
[PASTE: Current AI agent scope and topic coverage]
[PASTE: Customer tier definitions and any VIP handling requirements]
[PASTE: Recent escalation log showing what the AI escalated and what it should have contained]
[PASTE: Regulatory or compliance scenarios that always require human handling]
YOUR TASK:
1. Write mandatory escalation rules — situations where the AI must always transfer (compliance, safety, VIP + issue type)
2. Write conditional escalation rules — situations where the AI should escalate if a sentiment or complexity threshold is met
3. Define the sentiment detection logic: what customer language signals frustration or urgency
4. Write the AI's escalation message for each rule category
5. Define the grace period logic — can the AI attempt one more resolution step before escalating?
OUTPUT: {mandatory_escalation_rules, conditional_escalation_rules, sentiment_detection_signals, escalation_messages_by_type, grace_period_logic}Why it works
Separating mandatory from conditional rules prevents over-escalating. Explicit sentiment signals make escalation triggers consistent and auditable.
Watch out for
Rules too narrowly defined miss edge cases. Review the escalation log monthly for the first 90 days and adjust thresholds based on actual outcomes.
Used by
Customer Success ManagersIT & Ops Teams