Customer Service Internal Escalation Process
The objective is to establish clear and effective internal escalation pathways for customer service agents when dealing with challenging or complex customer calls. This process is designed to ensure that agents have the necessary support and resources to resolve issues efficiently while maintaining high levels of customer satisfaction.
If a customer requests to speak with the Manager or Supervisor for the following reasons:
The customer is irate and prefers not to continue conversing with the agent.
The customer seeks further confirmation of information provided by the agent.
The customer calls and immediately requests to speak with supervisor or manager.
Step 1- The agent should maintain a calm and professional demeanour, while assisting the customer and acknowledging the customer’s feelings by empathizing where appliable.
Step 2- After the customer has expressed their concerns/queries and requests to speak with the Manager/Supervisor, the agent should ask the customer to hold while they check for availability of the Manager/Supervisor.
Step 3
a. If the Manager/Supervisor is available, inform the customer that you will be transferring the call.
b. Transfer the call to the appropriate Manager/Supervisor. Create a Freshdesk ticket detailing the customer’s issue and notify Manager/Supervisor and reassign the ticket accordingly.
Step 4
a. However, if they are unavailable, explain to the customer that the information will be relayed to the Manager/Supervisor, and they will receive a callback once they are available.
b. Create the Freshdesk ticket detailing the customer’s issue, notify the Manager/Supervisor via the ticket and assign to them for the callback. The ticket must have an elevated priority in its properties.
Handling a customer inquiry when the agent is unfamiliar with the query.
Step 1- Once the customer has expressed their concern or query, if the agent realizes that they lack the knowledge about the issue and cannot provide a solution, they should ask the customer to hold while they gather further information.
Step 2
a. The agent should then request assistance from a senior agent and or supervisor regarding the customer’s query, once the information is obtained, relay it to the customer.
b.
(i) However, if after obtaining the information, the agent still does not feel confident in conveying it to the customer, they should ask the senior agent or supervisor to take over the call.
(ii) Inform the customer that they will be transferred to the supervisor or senior agent for further assistance and apologize for the inconvenience.
(iii) Transfer the call to the Supervisor and create a ticket documenting all relevant details. Notify the supervisor or senior agent and reassign the ticket accordingly.
c.
(i) If the supervisor or senior agent is unavailable to take the call, the agent should explain to the customer that their issue has been escalated to the supervisor, and they will return their call to further assist once they become available.
(ii) Create the Freshdesk ticket detailing the customer’s issue, notify the supervisor via the ticket and assign to them for the callback. The ticket must have an elevated priority in its properties.
The agent requires assistance with the call for the following reason:
The customer is irate and the agent is unable to defuse the situation leading to feelings of frustration and overwhelm.
Step 1- Once the customer has expressed their concern or query and is seemingly irate, the agent should try to maintain a calm and professional demeanour whilst trying to the assist the customer.
Step 2- If the agent becomes frustrated or overwhelmed by the customer’s behaviour, they should calmly ask the customer to hold while they seek additional assistance to resolve the issue.
Step 3- The agent should relay the customer’s issue to the supervisor, along with their feelings of frustration/overwhelm and request that the supervisor take over the call to further assist the customer.
Step 4
a. Inform the customer that they will be transferred to the supervisor for further assistance and apologize for the inconvenience.
b.
(i) Transfer the call to the Supervisor and create a ticket documenting all relevant details. Notify the supervisor and reassign the ticket accordingly.
(ii) However, if the supervisor is unavailable to take the call and there are no senior agents available as well, the agent should explain to the customer that unfortunately, they are unable to further assist and the information will be documented and escalated to the supervisor for a return call as soon as possible.
c. Create the Freshdesk ticket detailing the customer’s issue, notify the Manager/Supervisor via the ticket and assign to them for the callback.