Surface Problems Before They Fester
Problems That Stay Buried Become Clients That Leave
Make it easy to raise issues. Structure them so they're actionable. Route them to the right people. Track resolution. Learn from patterns.
One-Click Escalation
From any client, process, or stage—escalate issues instantly. Structured reasons ensure nothing gets lost in translation.
- Contextual escalation from anywhere
- Structured reason selection
- Automatic context capture
- Priority flagging
[PLACEHOLDER: Screenshot of one-click escalation modal]
Manager Routing
Escalations route to the right supervisor automatically. Fallback chains ensure someone always receives it.
- Automatic supervisor routing
- Fallback chain configuration
- Department-based routing
- Override options
[PLACEHOLDER: Screenshot of escalation routing settings]
Recommendation Requirements
Optional agency rule requiring escalators to include "how I'd fix it." Forces thinking before escalating, improves signal quality.
- Required recommendation fields
- Configurable per escalation type
- Promotes problem-solving culture
- Better context for reviewers
[PLACEHOLDER: Screenshot of escalation form with recommendation]
AI Summary & Resolution
AI generates neutral briefings for leadership. Track next steps: credit, outreach, redo, training, policy change. Full resolution history.
- AI-generated summaries
- Structured next steps
- Resolution tracking
- Threaded discussion
[PLACEHOLDER: Screenshot of AI escalation summary]
Key Capabilities
Structured Reasons
Blocked, overdue, needs review, customer complaint, urgent—consistent categorization for pattern analysis.
Escalation Analytics
Track escalation volume, resolution time, and patterns. Identify systemic issues before they become crises.
Stop Losing Clients to Hidden Problems
Every buried issue is a relationship at risk. Surface problems early.
No credit card required