Escalation

This page controls what happens automatically when a support ticket stays unanswered for too long, and defines when your team is actually available. It has two sections: Escalation Policies (who gets notified or has the ticket reassigned to them when too much time passes) and Business Hours (your working hours, including holidays).

Screenshot of the Escalation pageScreenshot of the Escalation page
View: /crm/escalation

What can I do here?

  • Create multi-level escalation policies (e.g. "notify after 60 minutes, reassign after 240 minutes")
  • Define which agent group or which email addresses get notified on an escalation
  • Define which group a ticket automatically gets reassigned to on an escalation
  • Activate/deactivate policies
  • Define business hours per weekday (including time zone)
  • Add holidays to a business hours configuration
  • Mark a business hours configuration as the default

Step by step

  1. Create a new escalation policy: Switch to the "Policies" tab and click "New Escalation Policy". Enter a name and add at least one level: time to escalation (in minutes), action (Notify / Reassign / Both), and the group or email addresses to notify/reassign to.
  2. Add more levels: Click "Add Level" to define, for example, a stricter second level after a longer wait. Reorder levels with the arrow buttons.
  3. Create business hours: Switch to the "Business Hours" tab and click "New Business Hours". Choose a time zone and enter start/end times for each weekday, or mark the day as closed.
  4. Add a holiday: Open a business hours configuration and enter a name and date in the "Add Holiday" section. Enable "Recurring" for holidays that repeat on the same date every year.
Rebuilt excerpt of the view: /crm/escalation
Rebuilt excerpt of the view: /crm/escalation
Rebuilt excerpt of the view: /crm/escalation
Rebuilt excerpt of the view: /crm/escalation

Fields explained

Escalation Policies

Field Meaning Notes/Effect
Name Display name of the policy —
Description Free text explaining its purpose Optional
Active Whether the policy is currently applied Only active policies are considered during the automatic check
Level Sequential number of the escalation level within the policy Determines the order
Escalate After (minutes) How long a ticket may stay open before this level triggers Measured from ticket creation
Action What happens when the level is reached See value list below
Notify Group Agent group whose members get notified by email Only relevant for action "Notify" or "Both"
Assign To Group Agent group the ticket gets automatically reassigned to Only relevant for action "Reassign" or "Both"; a random active member of the group receives the ticket
Notify Emails Additional, freely entered email addresses for the notification Comma-separated

Business Hours

Field Meaning Notes/Effect
Name Display name of the business hours configuration —
Time Zone Time zone the opening hours apply in Chosen from common time zones; the list has a search box, type "Berlin", "Europe" or the technical identifier "Europe/Berlin"
Use as Default Marks this configuration as the default business hours Shown as a "Default" badge in the list
Weekly Schedule Opening hours (start/end) per weekday, or "Closed" Configurable per day
Holidays List of stored holidays with dates Each holiday can be marked "recurring"
Active Whether the configuration is currently in use —

Values & Status

Action (Escalation Level)

Value Meaning What happens
Notify Only a notification is sent The selected group or the entered email addresses receive an email about the escalation; the ticket stays with its current assignee
Reassign The ticket gets automatically redistributed A random active member of the selected group becomes the new assignee of the ticket
Notify & Reassign Both at once A notification is sent AND the ticket is reassigned

Weekday (Business Hours)

Value Meaning
Monday – Sunday Regular weekday with individually configurable opening hours or "Closed"

Status (Policy / Business Hours)

Value Meaning What happens
Active Currently applied Included in the automatic check/display
Inactive Deactivated Ignored by the automatic check but kept for history

How automatic escalation works

The system periodically checks all open tickets in the background and compares their age against the levels of the active escalation policy. As soon as a ticket crosses a level's threshold and has not yet been escalated, the configured action is executed and recorded in the ticket's history.

Important prerequisite: the automatic check only considers tickets that already have an SLA policy assigned. Tickets without an SLA policy are not picked up by automatic escalation, no matter how old they are or how many active escalation policies exist.

flowchart TD
    A[Ticket is created] --> B{Ticket has an SLA policy,<br/>is still open,<br/>and not yet escalated?}
    B -- No --> Z[No escalation]
    B -- Yes --> C{Ticket age ≥<br/>escalation level reached?}
    C -- No --> W[Wait, re-check on<br/>the next run]
    C -- Yes --> D{Level's action}
    D -- Notify --> E[Email to group/<br/>configured addresses]
    D -- Reassign --> F[Random active group<br/>member takes the ticket]
    D -- Both --> G[Send email<br/>AND reassign]
    E --> H[Recorded in ticket history<br/>+ marked as escalated]
    F --> H
    G --> H

Frequently asked questions

How often are due escalations checked?
Automatically every few minutes in the background — you don't need to trigger anything manually.

What happens if I create multiple escalation policies?
The automatic check uses the longest-existing active policy. It's therefore recommended to generally maintain only one active policy to avoid confusion.

Can a ticket be escalated more than once?
During an automatic run, a ticket is escalated only once, to the highest level reached that hasn't been executed yet. After that, it's marked as escalated and won't be touched again by the automatic check.

What are business hours actually used for?
They define when your team is regularly available — for instance as a reference for customers and response-time expectations. Holidays can also be stored here.

What if I delete an agent group used in an escalation level?
That level then points to nothing. Before deleting a group, check whether it's used in an escalation policy and adjust the policy if needed.

Can I create an escalation level without a group or email address?
Technically yes, but the action then has no effect (e.g. no notification is sent because no recipient is configured).

Why isn't this ticket escalating even though an active escalation policy exists?
First check whether the ticket has an SLA policy assigned at all — without an SLA policy, a ticket is never picked up by automatic escalation, no matter its age. Other possible reasons: the ticket has already been escalated (the automatic run won't touch it again), or it's already resolved/closed.