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Escalate via Email

Send a summarized conversation escalation to configured support email addresses.

Escalate via Email is the email destination inside the unified Human Handoff card. It is not a separate Actions-page card.

To enable it, open Human Handoff, then select Configure. Complete these steps:

  • Select Email a support address.
  • Add one or more valid support email addresses.
  • Write a condition that tells the agent when to offer a handoff.

The agent uses this shared condition to decide when a conversation needs a person.

When triggered, the action creates a summary of the conversation. Then it sends the escalation through the configured email workflow.

A read-only lookup retries automatically. This action does not retry automatically. This prevents duplicate escalations in the same session.

If the send fails, complete these steps:

  • Review the action log.
  • Confirm the support addresses and the outbound email configuration.
  • Test with a new conversation.

Do not assume that a ticket or delivery occurred.

Email escalation is low risk. It does not use the high-risk widget approval prompt.

The Inbox plan gate does not affect this action. It does not guarantee a response time, a mailbox routing rule, or delivery to every recipient.

Keep the recipient list current. Write an instruction that tells the visitor what information to share with support.