Leads · complaints · escalation

Leads, Complaints & Escalation

Lead capture, complaint handling, manual/auto escalation, and follow-up outcomes.

Escalation & outcome workflow

Conversation through automation, agent, escalation, and lead/support outcomes.

Escalation ladder

Priority High · Active stage: Conversation

Human takeover

  • Manual escalate: complex query
  • Manual escalate: pricing approval
  • Auto escalate: classification confidence below threshold

Lead capture · export ready

  • Omar K.Premium planExport ready
  • Nora P.Demo requestFollow-up set
  • Lee M.Support → upsellUnder review

Export-ready lead lists support XLS/CSV handoff. Sheet and CRM connectors remain later integration chapters.

Conversation tags

  • Hot lead
  • Warm lead
  • Support issue
  • Repeat customer
  • Complaint
  • Spam

Design escalation workflows

Continue exploring messaging chapters or start a conversation about your WhatsApp operations build.

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