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šŸ” How to Check If Escalation Rules Are Working Properly

Use this guide to verify that escalation rules are correctly set up and functioning for your department.

Updated this week


🧭 Step 1: Confirm Which Department Is Involved

The 1st step is to review the conversation where the issue occurred.

  • Identify which department was still in the conversation when the guest message arrived.

  • Only that department’s escalation rules will apply to the message.


āš™ļø Step 2: Check Escalation Rule Settings

Escalation rules can only be configured by your Location Admins or Brand Admins.

To verify or edit escalation settings:

  1. Go to the Settings tab on the left panel.

  2. Select Departments.

  3. Click the department name identified in Step 1.

Under Escalation Rules, you can set up two types of escalations:

  • Email Alerts – Send notification emails to specific addresses you define.

  • Message Forwarding – Automatically forward unresolved messages to another department.


āš ļø Step 3: Understand When Escalation Rules May Not Trigger

Even with correct settings, escalation may not trigger in certain cases, for example:

Scenario:
If a new department is added to a conversation that already has an unanswered message, and the old department is removed:

  • The escalation countdown stops for the removed department.

  • The new department does not start an escalation timer for that existing message.

  • The new department’s timer will only start when the guest sends a new message.


āœ… Summary

If escalation doesn’t occur as expected:

  • Check which department was active when the guest message arrived.

  • Verify escalation settings under Settings → Departments for that department.

  • Remember that escalation timers start only after the guest sends a new message—not for existing ones when a department is newly added.

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