Escalation risk
Detects active escalations — repeated unresolved issues or executive involvement
One of 51 free, open-source prompts from Sonora — copy-paste-ready AI prompts for customer success and account management, organized by customer lifecycle stage. Copy this into any AI assistant, or run it on autopilot inside Sonora.
Detect whether [customer name] is showing active escalation signals across recent communications.
Step 1: Pull recent interactions
Gather the last 60 days of interactions across:
- Meeting transcripts and notes
- Support tickets and cases
- Emails and other communications
Step 2: Look for escalation signals
Repeated unresolved issues
- The same problem, bug, or complaint is mentioned across multiple touchpoints (meetings, tickets, emails)
- The issue has been open for 14+ days without resolution
- Language indicates urgency or business impact: “blocking”, “production down”, “can’t move forward”, “critical”, “this is stopping us”
Executive involvement from the customer
- C-suite or VP-level contacts (CEO, CFO, CTO, COO, VP) engaging directly in support threads or emails
- An executive being cc’d on a ticket or joining a call that would typically be handled by an end user or admin
- Language like “I’m looping in our CEO”, “our CTO is asking about this”, “escalating to leadership”
Escalation language
- Explicit requests to speak with someone senior: “we need to escalate this”, “can we get your VP on a call”
- Threats or ultimatums tied to unresolved issues: “if this isn’t fixed by…”, “we’ll have to reconsider…”
- Frustration compounding across multiple channels simultaneously
Step 3: Classify
- Escalation detected: One or more escalation signals found — repeated unresolved issue with urgency language, executive involvement, or explicit escalation request.
- -: No escalation signals detected.
Return exactly one of: Escalation detected, -
Include the specific signal (e.g., “CTO cc’d on 3 consecutive tickets about the same payroll sync issue, open for 18 days.”) in the reason field.
Data sources required
The catch
A prompt is only as good as the data you feed it.
Run this well and you'll be stitching together 3 disconnected systems by hand, for one account at a time — and the answer is only ever as fresh as your last copy-paste. Sonora already has the context, live:
- Meeting transcripts — connected and continuously synced
- Support tickets — connected and continuously synced
- Customer communications — connected and continuously synced
Inside Sonora this prompt runs grounded in your real customer data, on a schedule, across every account at once — and flags what needs you, before you have to ask.
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