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Escalating to engineering

Know when a problem needs engineering, write an escalation they can act on, and keep the customer informed.

Level
Advanced
Length
About 40 minutes
Contents
3 lessons · 1 video · final exam
Status
Published · updated 1 Oct 2026

Skills you'll practise

  • Decide when a problem is ready to escalate to engineering
  • Write reproducible steps with expected and actual results
  • Quantify impact so engineering can prioritize
  • Keep ownership of the customer while engineering works

Course outline

  1. 1.Escalating to engineeringVideo · 1 min
  2. 2.An escalation engineers can act onLesson · 16 min
  3. 3.Deciding when to escalateLesson · 12 min
  4. 4.After the handoff: working with engineeringLesson · 12 min
  5. 5.Escalating to engineering: knowledge checkKnowledge check · 24 questions
  6. 6.Escalating to engineering: practical exerciseKnowledge check · 1 question
  7. 7.Engineering can't reproduce itScenario
  8. 8.Final exam7 questions · passing it completes the course, so people who already know the material can test out

Sources it draws on

The lessons and questions are written from these references, so learners can go back to the original.

  • General customer-service and support practice (listening, de-escalation, ownership)

See it with your own jobs and topics

Tell us about your team and we'll walk you through setup, from choosing jobs to your first skills check.