Handle an AI-to-human escalation

Take over when Tidy AI cannot answer safely or the customer asks for a person.

Steps

  1. Open the handoff from the escalation queue.
  2. Review the question, confidence reason, cited sources, and conversation history.
  3. Assign an owner and acknowledge the customer on an eligible channel.
  4. Resolve the issue and capture a content gap when better knowledge could prevent repeat handoffs.

If you still need help

Search this Help Center using the exact feature or visible error. If the issue continues, use Call TidyAnswer support from the Help Center navigation. Include any public reference and the approximate timestamp, but never include passwords, access tokens, provider credentials, or raw webhook payloads.