5.4 Module 5 · Automation & Business Actions

Triggers, Actions & Escalation Rules

Design an escalation framework that decides when your agent acts alone, when it requests approval, and when it hands off to a human. Then stress-test it with 50 synthetic requests.

Escalation Rule Builder 50-Request Accuracy Tester

Escalation Rule Builder

Configure conditions for each escalation tier. Assign request types to the right level based on risk, value thresholds, and confidence requirements.

Autonomous

Agent acts without human involvement.

Approval Required

Agent drafts action, human approves.

Human Escalation

Full handoff to a human operator.

Value exceeds approval cap, confidence below approval threshold, or flagged request type.
Assign Request Types to Tiers

Design principle: Start restrictive and loosen over time. New agents should escalate aggressively until you have enough data to trust autonomous decisions. A false negative (unnecessary escalation) costs time; a false positive (wrong autonomous action) costs trust.

50-Request Accuracy Tester

Run 50 synthetic requests through your escalation rules. See how many are correctly routed, identify false positives and false negatives, and tune your thresholds.

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Accuracy
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Correct
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False Positives
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False Negatives
Click "Run 50-Request Test" to generate synthetic requests and evaluate your rules