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Free tools

Handoff rules

Chatbot Escalation Rule Builder

Build simple handoff rules for questions your chatbot should route to a human.

Your result

Local service business escalation rules

These rules help keep automated answers useful without overstepping.

  • Escalate when the answer is not in approved content.
  • Escalate when the visitor asks for professional, medical, legal, tax, or financial advice.
  • Escalate urgent complaints, emergencies, cancellations, refunds, and account-specific issues.
  • Escalate when the visitor asks for exact pricing that depends on assessment.
  • Escalate high-intent enquiries after capturing contact details and the original question.

How to use this result

Treat this as a starting point for improving website enquiry capture. The strongest next step is to turn repeated questions, lead fields, and handoff rules into a chatbot flow trained on approved business content.