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My AskAI is designed to resolve the majority of customer questions automatically, but it’s built with the understanding that some conversations need a human touch. Human escalation ensures customers can always reach a real person when they need to — without you having to build a separate support workflow. The agent integrates directly with your existing live chat and ticketing tools, so your team works from the same platforms they already know.

When Escalation Is Triggered

The agent is smart about knowing when to step aside. Escalation happens in several scenarios:

Customer Requests It

The agent auto-recognizes escalation intent — phrases like “speak to a person,” “talk to support,” or “I need help from a human” — in a wide variety of phrasings and languages.

Agent Can't Answer

When the AI doesn’t have sufficient knowledge to answer, it offers the customer the option to escalate via a button or by typing “Talk to a person.”

Customer Frustration Detected

If the agent senses the customer is becoming frustrated after repeated failed attempts to answer, it proactively initiates handover.

Guidance-Based Rules

You can define custom escalation scenarios using Guidance — for example, “If the user contacts us about a safety issue, hand over to a person.”
For ticketing integrations, you can also configure auto-handover when the AI can’t answer — meaning customers never see an “I don’t know” response at all.

The Escalation Workflow

Here’s the end-to-end experience from the customer’s perspective:
1

Customer Initiates or Triggers Escalation

The customer either requests a human agent, hits a question the AI can’t answer, or triggers a guidance-based escalation rule.
2

Conversation Summary Generated

My AskAI automatically generates an AI summary of the conversation so far. This is attached to the handover — the customer doesn’t need to repeat themselves, and your agent gets up to speed instantly.
3

Data Collection (Optional)

If you have escalation data collection configured, the agent asks the customer for any required details — email address, name, order number, bug description — conversationally, before the handover completes.
4

Handover to Live Chat or Ticketing

The conversation is transferred to your connected live chat platform. The agent’s summary and any collected data are automatically passed through.
5

Human Agent Picks Up

Your support agent sees the full conversation history, the AI-generated summary, and any collected context. Resolution is faster because no information is lost.
The AI-generated conversation summary shown during human escalation cannot be turned off — it’s always included to ensure a smooth handover experience for both the customer and your team.

Escalation Data Collection

Before handing off, the agent can collect specific information you need to resolve the ticket faster. This is configured as a Task and collects data conversationally — no forms required. You can collect any data: email address, phone number, order number, device details, bug description, or anything else relevant to your workflow. Once collected, the data appears in the conversation or ticket history. For Zendesk Messaging users, collected email addresses and names are automatically attached to the escalated ticket.

Supported Live Chat and Ticketing Channels

My AskAI integrates natively with the most popular support platforms. All integrations support automated conversation summaries at the point of handover.
PlatformHuman HandoverEmail Handover
Intercom
Zendesk (Messaging + Tickets)
HubSpot
Freshdesk
Freshchat
Gorgias
You can also configure a Link escalation — a URL pointing to a contact form, help page, or ticketing system — as a fallback if you’re not using one of the native integrations.

Zendesk Integration

Learn how escalation works with Zendesk Messaging and Tickets, including tagging and playbooks.

Intercom Integration

Explore Intercom escalation workflows, human handover configuration, and live translation.

Reviewing Escalated Conversations

All escalated conversations are logged and searchable in your dashboard. Use Improve → Inspect & Logs to filter your conversation history to show only escalated tickets. From there you can review the full conversation, understand why the handover occurred, and take action to prevent the same gap from occurring in future.
After each handover, My AskAI automatically adds an admin note in the conversation suggesting specific improvements — adding guidance, creating a custom answer, or connecting live customer data. This turns every escalation into an improvement opportunity.

Configuring Escalation Triggers

To change your connected helpdesk provider at any time, go to Dashboard → Account Settings, scroll to the bottom, and click to change or remove your current support provider. To define scenario-based escalation rules, go to Dashboard → Improve → Guidance → Handover & Escalation and add your rules there. You can track how often each escalation rule is triggered to make sure your rules aren’t over-escalating.

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