Purpose
1.2. Prevent unresolved customer dissatisfaction by automating the immediate delivery of critical cases to decision-makers through diversified communication channels, supporting the automated closure loop.
Trigger Conditions
2.2. Trigger activates for specific keywords, star ratings ≤ 3, or direct mention of complaints.
2.3. Feedback sourced automatically from integrations with POS, CRM, survey, or email platforms.
Platform Variants
• Feature/Setting: Automate sending SMS alert to management numbers; configure SMS API with feedback text and escalation flag.
3.2. SendGrid
• Feature/Setting: Trigger automated email with feedback details using SendGrid’s Mail Send API, “To” field mapped to management group.
3.3. Slack
• Feature/Setting: Automate Slack webhook to post feedback in #management-alerts channel with customer details and escalation tag.
3.4. Microsoft Teams
• Feature/Setting: Use Incoming Webhook connector to automate message posting for flagged reviews in a dedicated escalation channel.
3.5. Zendesk
• Feature/Setting: Automate ticket creation via Zendesk Ticket API, set priority to “Urgent”, assign to escalation manager.
3.6. Salesforce
• Feature/Setting: Automate Case creation with negative sentiment flag, routed via Process Builder or Flow to management.
3.7. HubSpot
• Feature/Setting: Trigger automated Service Ticket creation with escalation workflow using CRM Ticket API.
3.8. Freshdesk
• Feature/Setting: Automate new ticket creation using API, tag as “Negative Feedback”, assign priority automatically.
3.9. Google Sheets
• Feature/Setting: Automatedly append negative feedback to escalation worksheet using Google Sheets API for audit trail.
3.10. Gmail
• Feature/Setting: Automate draft/send of feedback details to a predefined escalation group using Gmail API with dynamic merge fields.
3.11. Outlook
• Feature/Setting: Automate new email creation and send to a management distribution list with Outlook REST API.
3.12. Jira Service Management
• Feature/Setting: Automate the creation of Issue Type “Escalation” with description auto-populated by API trigger.
3.13. Asana
• Feature/Setting: Automate task creation in a “Feedback Escalation” project for management tracking using Asana Tasks API.
3.14. Monday.com
• Feature/Setting: Automator creates sub-items in a dedicated escalation board via API for workflow follow-up.
3.15. Notion
• Feature/Setting: Automate addition of escalation record to Feedback Management database using Notion API.
3.16. Trello
• Feature/Setting: Automate card creation in Escalation List on “Customer Feedback” board via Trello Cards API.
3.17. Mailgun
• Feature/Setting: Automate sending management alert email through Messages API; customizable subject line for escalation.
3.18. Intercom
• Feature/Setting: Automate the creation of inbox conversations with “urgent” tag to management segment via API.
3.19. Pipedrive
• Feature/Setting: Create automated Activity for negative feedback; assign to manager with Pipedrive Activities API.
3.20. Google Chat
• Feature/Setting: Post automated escalation message to management group chat using Chat Webhook integration.
Benefits
4.2. Enables management to respond automatically or manually with full context.
4.3. Automation consolidates and tracks escalations for ongoing analysis and service refinement.
4.4. Automator reduces manual workload and ensures no critical feedback is missed, creating an automatized safety net.
4.5. Automating multichannel delivery boosts reliability and auditability for regulatory and internal standards.