The escalation tags
Tags such as AI needs your help and AI is missing information appear on the conversation in the list and on the message itself. Common reasons for an escalation tag:- The knowledge base has nothing covering the question
- Two sources disagree, so the agent has conflicting information
- The situation needs a judgement call rather than an answer
The Escalations view
Every flagged conversation also appears under the Escalations view under Inbox. Rather than hunting through All inboxes for tags, you can work the Escalations view directly. These are the conversations that need a human regardless of how automated the rest of your inbox is. That tab does more than gather conversations. It groups recurring escalations into issues, each with an AI written explanation of the pattern behind them and specific recommendations for closing it, so you can fix the cause instead of answering the same question repeatedly. If your goal is raising automation rather than clearing today’s queue, that is where to spend the time. See The Escalations tab.Your own conversation tags
Everything above is about flags Conduit raises on its own. You can also define your own. Custom tags are created under Settings > Conversation Tags, where you give the tag a name, describe when the agent should apply it, and set an escalation level. That escalation level is the part that matters here:
This is how you guarantee a particular situation always reaches a human. Rather than hoping the agent decides to escalate, you describe the situation once and mark it urgent. A guest reporting that supplies have run out at the property is a good candidate, since the useful answer depends on internal information and a person’s judgement rather than anything the guest agent should be reciting.
Urgent tagged conversations appear in the Escalations view alongside the AI flags above.
See Conversation Tags for creating and configuring them, and Writing tag descriptions for making them fire on the right conversations.
Clearing an escalation
Open the conversation and read the Reasoning tab inside a proposed reply. It tells you what the agent was missing, which decides what you do next.
Dismissing is a legitimate outcome. Some conversations should escalate every time, and there is nothing to fix.
Frequently asked questions
Will an escalated conversation ever send itself once I switch to autopilot?
Will an escalated conversation ever send itself once I switch to autopilot?
No. Flagged messages are held back regardless of mode.
Do escalations show up anywhere besides the Escalations view?
Do escalations show up anywhere besides the Escalations view?
Yes. They stay in the To do list of the inbox they belong to. Escalations is a gathered view of the same conversations, not a separate queue.
Should I fix every escalation?
Should I fix every escalation?
No. Fix the ones caused by a gap you can close. Leave the ones that genuinely need a person, and consider setting a guardrail so the agent keeps escalating them. See Guardrails.Rather than judging escalations one at a time, work from the Escalations tab. It groups them into recurring issues ranked by how many conversations sit behind each one, which tells you which gaps are actually costing you automation and which are one-offs not worth chasing.