Contact Center

Effective Strategies for Managing Escalation Calls

Madhuri Gourav
December 11, 2023
 mins read

Last modified on

In the dynamic environment of a call center, encountering escalated calls is inevitable. 

As a call center manager or supervisor, understanding the nature of escalation calls and mastering the art of handling them is crucial for maintaining customer satisfaction and service quality. 

This blog post aims to simplify the concept of escalation calls and provide practical strategies for effective escalation call handling and customer service.

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Comprehending Escalation Calls

1. What is an Escalation Call?

Escalation Call Meaning: An escalated call typically refers to a customer interaction that has been transferred from a frontline agent to a higher authority or specialized team due to its complexity, sensitivity, or the customer's dissatisfaction with the initial response.

2. Recognizing Call Escalations

Identifying Triggers: Escalations often occur when customers feel their issues are not being resolved, are dissatisfied with the service, or when the situation requires intervention from someone with more authority or expertise.

Customer complaint escalation
Customer complaint escalation

The Different Types of Call Escalations

In call center operations, understanding the different types of call escalations is crucial for effective management and resolution. Here are the primary types of call escalations typically encountered:

  1. Technical Escalation: This occurs when a call involves technical issues or queries beyond the scope of the initial agent's expertise. It requires transferring the call to a technical specialist or a team with advanced technical knowledge.
  2. Managerial Escalation: When a customer is dissatisfied with the response or solution provided and requests to speak with someone in higher authority, such as a supervisor or manager. These escalations often involve complaints, complex issues, or special requests.
  3. Support Level Escalation: In multi-tiered support models, this type of escalation moves from a lower support level (like front-line customer service) to a higher level (such as advanced support teams) based on the complexity of the issue.
  4. Emergency Escalation: Calls that require immediate attention due to their urgent or critical nature. These could involve safety concerns, severe service disruptions, or other emergencies.
  5. Process or Procedure Escalation: This happens when an issue or request cannot be resolved within the existing processes or guidelines and needs intervention from a department or individual responsible for process review and modification.
  6. Financial or Commercial Escalation: This involves issues related to billing, refunds, or other financial aspects that typically require the involvement of a specialized billing department or higher management.
  7. Compliance or Legal Escalation: These escalations are necessary when a call involves legal issues, compliance matters, or sensitive information requiring specialized knowledge or authority.
  8. Third-Party or Vendor Escalation: This occurs when resolving a customer’s issue requires intervention or support from an external vendor or third-party service provider.

Each type of escalation requires a specific approach and set of skills for resolution. Recognizing the nature of an escalation is the first step in effectively addressing and resolving the issue at hand.

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State the Importance of Reducing Escalation Calls

Reducing escalation calls in a call center is crucial for several reasons, each impacting the overall efficiency, customer satisfaction, and reputation of the business:

  • Improved Customer Satisfaction: Quick, first-contact resolutions lead to happier customers, enhancing their overall experience and loyalty.
  • Operational Efficiency: Fewer escalations mean frontline agents handle more issues independently, leading to streamlined operations and better use of resources.
  • Cost Savings: Reducing escalations lowers the need for involvement from higher-level staff or specialized teams, thereby cutting operational costs.
  • Enhanced Agent Morale: Empowering agents to resolve more issues boosts their confidence and job satisfaction, fostering a more skilled and motivated workforce.
Metrics to Keep Customers Happy
Metrics to Keep Customers Happy
  • Positive Brand Reputation: Efficient issue resolution contributes to a stronger brand image, as customers are more likely to share positive experiences and recommend the service.

Reducing escalation calls is not just about cutting down numbers; it's about creating a more efficient, customer-centric, and cost-effective operation that benefits both the customers and the organization.

Strategies for Handling Escalated Calls

Handling escalated calls requires a calm, empathetic, active listening, and swift problem-solving approach. Successful strategies include acknowledging concerns, offering personalized solutions, and ensuring thorough follow-up.

1. Preparation and Training

  • Empower Your Team: Ensure that your agents are well-trained in recognizing when a call needs to be escalated and are familiar with the escalation process.
  • Develop an Escalation Protocol: Have a clear, structured protocol for escalations, including when and to whom calls should be escalated.

2. Effective Escalation Call Script

  • Scripting for Consistency: Develop an escalation call script that guides agents on how to handle these calls, ensuring a consistent and professional approach.
  • Key Elements of the Script: The script should include empathetic language, clear explanations for the transfer, and reassurance that the customer's concerns are being taken seriously.

3. Maintaining Calm and Professionalism

  • Stay Calm and Empathetic: Train agents to remain calm and empathetic during escalations, acknowledging the customer's feelings and striving to understand their perspective.
  • Effective Communication: Clear, concise, and respectful communication is key to de-escalating the situation and finding a resolution.
 Empathy statements to refrain
Empathy statements to refrain

4. Quick and Efficient Resolution

  • Empower with Authority: Ensure that the team handling escalations has the authority and resources to resolve issues effectively.
  • Focus on Solutions: The primary goal should be to find a solution that satisfies the customer while being feasible for the company.

5. Follow-Up and Feedback

  • Post-Escalation Follow-Up: After an escalation call, follow up with the customer to ensure their issue has been resolved to their satisfaction.
  • Learn from Escalations: Use these instances as learning opportunities to improve products, services, and processes.

Empathy statements to refrain

Reducing and preventing call escalations in a call center is crucial for improving efficiency and customer satisfaction. Here are some best practices to achieve this:

  • Agent Empowerment: Equip frontline agents with comprehensive training, tools, and autonomy to resolve issues independently.
  • Knowledge Base Access: Provide agents with robust knowledge bases for quick access to solutions, minimizing the need for escalation.
  • Effective Communication: Train agents in communication skills to defuse tensions, actively listen, and resolve issues promptly.
  • Technology Integration: Leverage advanced tools and AI to assist agents, reducing escalations by streamlining issue resolution.
  • Continuous Improvement: Analyze feedback, monitor quality, and encourage collaboration for ongoing improvement in handling and minimizing call escalations.

By implementing these best practices, call centers can empower their agents, improve problem-solving capabilities, and create a more efficient and customer-centric environment, ultimately reducing and preventing unnecessary call escalations.

Turning Challenges into Opportunities

Escalated calls, while challenging, present an opportunity to turn a dissatisfied customer into a loyal one. By preparing your team with the right training, protocols, and escalation call scripts, you can ensure that these interactions are handled effectively and professionally. 

The key to successful escalation call handling is to listen empathetically, communicate clearly, and resolve issues efficiently, turning potential negatives into positive customer experiences.


1. How do you handle escalations?

Handling escalations involves maintaining calmness and empathy, gathering information, providing clear solutions, and following up to ensure the issue is resolved and customer satisfaction is confirmed.

2. How do I reduce escalated calls?

To reduce escalated calls, provide comprehensive training to agents, improve first contact resolution, implement intelligent call routing, regularly monitor calls, and gather customer feedback to identify common escalation triggers and areas for improvement.

3. What is escalated in BPO?

Escalation in BPO involves transferring issues to a higher authority or specialized team when the initial resolution is insufficient due to complexity, specialized knowledge, or customer dissatisfaction.

4. How do you handle an escalated call from an unhappy customer?

To handle an escalated call from an unhappy customer, actively listen, remain calm, acknowledge, empathize, apologize, offer a solution, and follow through to ensure the resolution is implemented and follow up with the customer.

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