No bot answers everything — and it shouldn't try. When a conversation needs a human touch — whether the AI's confidence is too low, the customer uses an urgent keyword like "complaint" or "refund", or they simply ask for a person — the bot automatically creates an escalation and pauses itself. This screen is where your team manages those handoffs: a real-time dashboard shows total, active, and resolved escalations with your team's resolution rate, filterable by urgency (Low, Medium, High) and type (General, Technical, Billing, Refund). Click into any escalation to read the full conversation history before you reply, and resolve it when done — the dashboard updates live so nothing falls through the cracks.
THE ESCALATION PROCESSCUSTOMER1Incoming MessageCustomer sends a message.AI2AI EvaluationAI checks confidence and intent.SYSTEM3Escalate & PauseBot hands off low confidence/urgent queries and pausesitself.AGENT4Human TakeoverAgent reviews history, replies, and resolves.DONE
📊 Free Monthly Limits: Escalations use your Knowledge Base AI quota. Each AI reply that triggers or avoids an escalation counts as 1 message from your free 100 messages/month allowance. Need more? Buy top-up packs from Settings.
Monitor the live dashboard — view real-time metrics for total, active, and resolved escalations.
Track resolution rates — keep an eye on your team's overall resolution rate to ensure escalations are being cleared efficiently.
Filter and triage — narrow down incidents by urgency (Low, Medium, High) or type (e.g., General, Technical, Billing, Refund).
Review full context — click into any escalation to read the complete conversation history before replying.
Resolve and resume — mark an escalation as resolved to clear the queue and unpause the bot for future interactions.
WHAT YOU CAN DOWizMessageOne dashboard, every channelLive DashboardTrack total, active, and resolvedescalationsUrgency TriageFilter by Low, Medium, or HighurgencyCategorizationFilter by type (Billing, Technical,etc.)Full ContextRead the entire chat history beforereplyingResolution TrackingMonitor your team resolution rateAuto-ResumeBot resumes automatically onceresolvedWHAT YOU CAN DOWizMessageOne dashboard, every channelLive DashboardTrack total, active, and resolved escalationsUrgency TriageFilter by Low, Medium, or High urgencyCategorizationFilter by type (Billing, Technical, etc.)Full ContextRead the entire chat history before replyingResolution TrackingMonitor your team resolution rateAuto-ResumeBot resumes automatically once resolved
YOUR ESCALATION WORKFLOWSTARTDONESTEP 11Triage UrgencySort by urgency (High first) so the mosttime-sensitive handoffs surface and are handle…STEP 22Review ContextOpen an escalation to read the full chathistory, so the customer does not have to…STEP 33Reply & ResolveReply directly to the customer and mark theescalation as resolved to keep your resolution…YOUR ESCALATION WORKFLOWSTEP 11Triage UrgencySort by urgency (High first) so the mosttime-sensitive handoffs surface and are handled…STEP 22Review ContextOpen an escalation to read the full chat history, sothe customer does not have to repeat themselves.STEP 33Reply & ResolveReply directly to the customer and mark the escalationas resolved to keep your resolution rate high and…DONE
Tip: Watch the active count during peak hours. A rising backlog is the signal to add an agent or improve the Knowledge Base so the bot can handle more on its own.
A common misconception is "If the bot is escalating, it's failing." The opposite is true. A bot that knows when to hand off is doing exactly what it should — combining AI speed with human empathy for the best customer experience.
WHATSAPP VS EMAILWhatsAppEmailAutomated resolution in thefirst few months40-70%Email — far lowerAutomated resolution formature, tuned bots70-80%Email — far lowerTarget response time forhigh-priority handoffs1-5 minWHATSAPP VS EMAILWhatsAppEmailAutomated resolution in the first fewmonths40-70%Automated resolution for mature, tunedbots70-80%Target response time for high-priorityhandoffs1-5 min
PLAYBOOK: MASTERING THE HANDOFFDAY 1RESULTSSPEEDSet Response TargetsAim for 1–5 minutes for high-priorityescalations, and under 30 minutes for generalqueries.1IMPROVEMENTContinuous LearningReview the most common escalation topicsweekly. If the same question keeps appearing,add the answer to your Knowledge Base.2CUSTOMER CAREEmbrace EmpathyUse escalations for negative sentiment.Messages containing frustration or angershould always be handled by humans.3PLAYBOOK: MASTERING THE HANDOFF1SPEEDSet Response TargetsAim for 1–5 minutes for high-priorityescalations, and under 30 minutes for generalqueries.2IMPROVEMENTContinuous LearningReview the most common escalation topics weekly.If the same question keeps appearing, add theanswer to your Knowledge Base.3CUSTOMER CAREEmbrace EmpathyUse escalations for negative sentiment. Messagescontaining frustration or anger should always behandled by humans.
An airline automated roughly 80% of its WhatsApp interactions within 6 weeks of launch, handling 140,000 monthly chats and reducing call-centre volume by 34%.
A fashion retailer achieved 87% customer satisfaction after implementing WhatsApp chatbot workflows — the key was quick human handoffs for complex issues, not trying to automate everything.
MEASURED IMPROVEMENTS WITH SMART ESCALATIONSAUTOMATED RESOLUTIONBEFORE40%AFTER80%80%IMPROVEDCALL-CENTRE VOLUMEBEFOREBaselineAFTER-34%66%IMPROVEDCUSTOMER SATISFACTIONBEFOREBaselineAFTER87% Score87%IMPROVEDIndustry case studies: airline, fashion retailerMEASURED IMPROVEMENTS WITH SMART ESCALATIONSAUTOMATED RESOLUTIONBEFORE40%80%AFTER80%CALL-CENTRE VOLUMEBEFOREBaseline66%AFTER-34%CUSTOMER SATISFACTIONBEFOREBaseline87%AFTER87% ScoreIndustry case studies: airline, fashion retailer