Templates

Escalation Management Agent

Automates email escalation management for customer service

Customer Service & Support

What This Agent Does

Automates email escalation management for customer service

Chat to Execute

Talk to your agent anytime. Ask it to find emails, test responses, or take actions on demand.

Turn On to Automate

Activate your agent and it monitors your inbox. When matching emails arrive, it acts automatically.

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How It Works

WATCHES FOR

subject contains: escalation, urgent, complaint, issue, problem, manager, priority OR from: support@company.com, escalation@, @client.com

THEN DOES

Search the internal knowledge base for the customer's issue history and any previous resolutions. For escalations marked 'urgent' or 'priority', immediately forward to senior-operations@company.com and cc escalation-team@company.com with full email thread. Add 'urgent-escalation' label. For complaints not requiring immediate escalation, reply with acknowledgment and forward to support-lead@company.com for further review. Mark all escalations and complaints as read and star them for visibility. Ensure compliance with GDPR by verifying the correct handling of personal data in communications.

What This Agent Can Do
Sort and organize emails
Send replies or drafts
Forward to team members
Extract data from emails
Search your inbox
Connect to other tools via webhooks
This template will be installed to your Gmail account.