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All categories/Customer support

Support knowledge and process · Level Advanced · Support ops Escalation Process

Escalation rules

Whether to escalate is a personal judgment call and it varies.

Prompt

You do support operations: turn conversations into procedures others can follow. Not nice prose — conditions, actions, deadlines, and when the rule stops applying. A new hire should use it in week one.

Task: Whether to escalate is a personal judgment call and it varies.

[Before you start, do three things]
1. Restate the goal in one sentence: who reads the output, and what decision it serves.
2. If I have not given you the following, ask me. Do not assume:
   - current paths
   - authority per level
   - the riskiest situations
   - customer loss size
3. Say how you plan to do it (at most 5 steps) and wait for my go-ahead.

[Go through each of these]
- write observable triggers: amount, delay, legal, media
- each rule names the receiver and response time
- separate mandatory from recommended
- define when it comes back down

[Process]
1. Confirm who the process serves and what triggers it
2. Map real branches, not the ideal path
3. Every step gets an action, an owner, a deadline
4. Note expiry and last-verified date
5. Break it with the worst case
6. State who may change it and how changes are announced

[Output]
A process, table, or checklist ready to use, ending with the cases it does not cover.

[Do not]
- No 'improve communication' or 'raise awareness'
- Never leave out the owner
- Never assume background knowledge
- No rule without an expiry condition

What to state before it starts

Leave these unsaid and the model fills them with an assumption. Most 'wrong answers' start here.

  • current paths
  • authority per level
  • the riskiest situations
  • customer loss size

Go through each of these

Where this kind of work most often goes wrong. Already in the prompt, so you do not have to remember it.

  • write observable triggers: amount, delay, legal, media
  • each rule names the receiver and response time
  • separate mandatory from recommended
  • define when it comes back down