What It Does
The escalation and handoff function:- Sends low-confidence classification or routing questions to an internal channel
- Gives reviewers the ticket link, customer context, recommendation, and reason for escalation
- Collects reviewer decisions in thread
- Converts the reply into structured output for the workflow
- Writes a concise handoff note for the assigned team
- Records escalation reason, reviewer decision, and final route for analytics
Recommended Components
| Need | Duckie component |
|---|---|
| Human collaboration | Autonomous internal agent |
| Internal channel | Slack integration |
| Structured request and response | Workflow node or custom tool contract |
| Review routing and tagging decisions | Support triage reviewers |
| Audit trail | Runs and ticket internal notes |
Flow
When to Escalate
Escalate when:- Classifier confidence is below the threshold
- The ticket has multiple plausible intents
- A high-value or priority customer is involved
- The customer is angry, at churn risk, or repeatedly contacting support
- The ticket may involve security, privacy, legal, or trust and safety concerns
- The recommended route would trigger an expensive or sensitive downstream workflow
- Required context is missing or conflicting
- A helpdesk writeback tool fails repeatedly
Request Format
Each escalation should include:- Ticket ID and source link
- Customer segment and support tier
- Short ticket summary
- Recommended intent, tags, route, and priority
- Confidence score and reason for uncertainty
- Relevant recent context
- Allowed reviewer responses
Specialist Handoff
The handoff should make the next team faster, not just move the ticket. Include:- One-sentence customer problem
- Customer context that affects handling
- Intent, product area, urgency, and route
- Missing information
- Relevant links to account, order, product event, logs, or prior tickets
- Why Duckie routed the ticket there
- Suggested next action
For most teams, a good handoff note is more valuable than a perfect tag. It lets specialists trust the route and continue without rereading the whole thread.
Related Docs
Slack
Connect Duckie to the internal review channel.
Escalation Rules
Define when tickets should be routed to humans.
Deployment Modes
Test escalation behavior before live use.
Runs
Inspect the escalation trail for each ticket.