Contact Center Glossary

Escalation

What is Escalation?

Escalation in a call center refers to the process of transferring a customer issue to a higher level of support or authority when the current agent cannot resolve the problem. Escalation ensures complex or sensitive issues receive the appropriate attention.

When Escalation is Necessary

– The issue is beyond the agent’s scope or permissions
– A customer requests to speak with a supervisor or manager
– The problem remains unresolved after multiple attempts
– The caller expresses high dissatisfaction or urgency

Types of Escalation

Functional Escalation

The issue is passed to a department or agent with specialized knowledge or access.

Hierarchical Escalation

The call is routed up the management chain (e.g., from agent to supervisor or team lead).

Priority Escalation

Triggered when the issue is time-sensitive or critical (e.g., outages, VIP customers).

Escalation Process Best Practices

– Clearly define escalation paths and authority levels
– Train agents on when and how to escalate
– Keep the customer informed during the process
– Use CRM tools to document and track escalated issues
– Establish SLAs (service level agreements) for response and resolution

Benefits of Proper Escalation Management

– Faster resolution of complex issues
– Improved customer confidence and satisfaction
– Reduced churn and complaint rates
– Better collaboration across teams

Related Topics for Further Reading

– First Call Resolution (FCR)
– Call Transfer
– Agent Training
– Quality Assurance
– CRM Integration

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