Sign in Book a demo
← All workflow templates

Structured escalation & handover

Agent assist & escalation

Workflow can't or shouldn't finish → choose the handover — human, ticket, embedded page, email, phone — and carry the full context and everything already checked.

Configuration
Per trigger, no article needed
Systems
Zendesk Freshdesk Jira View all 23

How the workflow runs

  1. Can't or shouldn't finish

    Trigger

    Either the workflow hit its limit, or your threshold says a human decides.

  2. Choose the handover

    Logic

    Human, ticket, embedded page, email or phone — configured per trigger.

    Handover routing agent

  3. Carry the full context

    Everything already checked travels with it, so nobody starts again from zero.

Also works with

Knowledge & content

  • Confluence
  • SharePoint
  • Google Drive
  • Notion
  • Guru
  • Document360
  • Contentful

Ticketing & support

  • Intercom
  • Salesforce Service Cloud
  • HubSpot
  • Front
  • Gorgias
  • Help Scout
  • Kustomer
  • Gladly
  • Zoho Desk
  • Dixa
  • Re:amaze
  • ServiceNow
  • Jira Service Management

Or anything else you run. If it has a REST or GraphQL API, an MCP server, or a database we can reach, the workflow runs against it — however many systems one job needs.

← All workflow templates