Strategy Brief B07

Human Escalation Brief

Specifies exactly when and how a task hands off to a human, and what ‘resolved’ means.

01

Duplicate This Field Set

  • Escalation trigger.
  • Customer value/state.
  • Why a human is needed.
  • Task recipient.
  • Backup recipient.
  • Context included.
  • Recommended action.
  • Response expectation.
  • Marketing suppression.
  • Resolution condition.
  • Unresolved escalation path.
  • KPI.
  • Owner.
80% Rule
02

Make It Yours

Automation may acknowledge and route; it must not pretend to be the human resolution.