Support Ticket Escalation Criteria

A

Aisha Bello

@aisha-bello

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Constrained framework for defining when support tickets should escalate to CSM.

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As VP Customer Success, I need to define escalation criteria for support tickets that should involve CSMs.

Current Support Context:
- Ticket Volume: {{ticket_volume}}
- Team Capacity: {{team_capacity}}
- Customer Segments: {{segments}}

Constraints:
- CSM capacity limited to 10 escalations per week per CSM
- Must cover all customer tiers appropriately
- Cannot escalate more than 15% of total tickets
- Must be automatable for ticket routing
- Must include clear ownership handoff

Define escalation rules for:

1. Severity-Based Triggers:
- What severity levels auto-escalate?
- Time thresholds for each severity?

2. Customer-Based Triggers:
- Tier-specific escalation rules
- Revenue threshold considerations
- Renewal proximity rules

3. Pattern-Based Triggers:
- Repeat ticket indicators
- Sentiment detection rules
- Volume spike thresholds

4. Content-Based Triggers:
- Keywords triggering escalation
- Feature areas requiring CSM involvement

Provide routing logic and handoff procedure for each trigger type.

Details

Category

Business

Use Cases

escalation criteria definitionsupport routing rulesCSM handoff automation

Works Best With

gpt-4oclaude-sonnet-4-20250514
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