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Chatbot Escalation to Human Support

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# Chatbot Escalation to Human Support

Configure the Document360 Chatbot to hand off conversations to a human support agent when the bot cannot resolve a user's query.


What Is Escalation?

Escalation is the process of transferring a chatbot conversation to a live support agent. This ensures users who need deeper help are not left without assistance.


Enabling Escalation

  1. Go to Settings → Chatbot → Escalation.
  2. Toggle Enable Human Escalation to ON.
  3. Configure the escalation trigger (e.g., after N failed attempts or when confidence drops below threshold).

Escalation Channels

You can route escalated conversations to:

  • Email – Send a notification to your support team email.
  • Zendesk – Create a ticket automatically.
  • Freshdesk – Open a new support ticket.
  • Custom Webhook – Post escalation data to any endpoint.

Escalation Message

Customize the message the bot shows when escalating:

"I'm sorry I couldn't help. Let me connect you with our support team."


Escalation Triggers

Trigger Description
Low Confidence Bot answer confidence falls below the set threshold.
Repeated Unresolved Queries User asks the same or similar question multiple times.
User Request User types "talk to a human" or similar phrases.

Summary

A well-configured escalation path ensures every user reaches a resolution, whether through automated answers or human support.