Types of escalation
There's functional escalation (passing to a team with the right expertise, like engineering) and hierarchical escalation (passing up to a manager, often for authority or a complaint). Both should preserve full context so the customer never has to start over — the handoff should be invisible to them.
Handling escalations well
Good escalation is fast, well-documented, and rare. Define clear triggers and paths so agents know when and where to escalate, carry the full conversation history along, and keep the customer informed. The goal is to resolve issues that exceed the first responder's scope without making the customer repeat themselves or wait in the dark.

