Escalation write-up
Turns a messy thread into a handover note, then posts it to the on-call channel once someone approves it.
Support · Something arrives from another system · 7 steps · Reads your documents · SlackA person is asked at “Ask a person”
When something arrivesIt arrives
RetrieveRetrieve
AnswerAnswer
Ask a personAsk a person
ActionPost to Slack
Answer shownHeld back
Answer shownAnswer shown
7 steps in the flowDrag the canvas, or any step, to move it around.
Why teams run it
Turns a messy thread into a handover note, then posts it to the on-call channel once someone approves it.
How it is governed
- Nothing after “Ask a person” runs until someone with the right to decide has decided.
- Retrieval respects each source’s own permissions, and the answer names the passage behind it.
- Every run keeps its input, each step’s output, its time and model cost, and any decision.
- In the builder, anything that would change a record or send a message is simulated; reads run for real.
- What you supply
- Slack connected; Your runbooks as a knowledge source.
From template to a live agent
The same builder, tests and release review apply to a template as to anything built from scratch.
- Open it as a working flow
- Every step, source, branch and approval is already in place, and every one of them can be changed before it runs on your data.
- Prove it before it ships
- An evaluation set can gate the release, so a change that breaks an answer never reaches anyone. A question it cannot answer from the sources leaves the gate unproven, not passed.
- Keep a person on the decisions
- A run that needs a decision stops and says exactly what approving will do, and who it is waiting for.
- Publish where people work
- A form, an embedded widget, Microsoft Teams or a scheduled batch — with its own access and limits per deployment.
Related templates
All 60 templates- First-line supportAnswers customer questions from your help centre and runbooks, and hands anything it cannot ground to a person.SupportSomeone asks7 stepsa person approves
- Ticket triageSorts an incoming ticket into bug, billing or how-to, and answers each differently.SupportSomething arrives from another system10 steps
- Customer reply translatorTranslates a reply into the customer’s language, keeping your product terms exactly as your glossary has them.SupportSomeone asks4 steps
- Public documentation searchA grounded assistant for a public link — refuses anything not in the docs, so it cannot be talked into a claim.SupportSomeone asks4 steps
See it run on your own data
We open it in the builder, point it at a sample of your documents and systems, and run it with you.