AI Escalation to Human Agents
Last updated 2026-04-01
One of the most important aspects of the AI agent is knowing when to step back and let a human take over.
When does the AI escalate?
The AI escalates to a human agent when:
- It cannot confidently answer a question based on the knowledge base
- The customer explicitly asks to speak to a human
- The conversation involves a sensitive or complex issue
- The AI detects frustration or urgency in the customer's messages
How escalation works
When the AI escalates, the full conversation history is preserved. Your agent picks up exactly where the AI left off — the customer does not need to repeat themselves. The AI can also add an internal note summarizing the conversation context to help the agent get up to speed quickly.
You can configure escalation behavior in the AI agent settings, including which team or agent receives escalated conversations.
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