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Status: Unreviewed

When to Escalate

Identifying situations that require escalation beyond standard support.

Automatic Escalation Triggers

Financial Triggers

TriggerEscalate To
CSR withdrawal ≥300,000CEO
Any USDT withdrawalCEO + CIO
Disputed amount > €5,000CIO
Suspected fraudCIO immediately

Compliance Triggers

TriggerEscalate To
Legal threat receivedCIO → Legal
Regulatory inquiryCIO immediately
Media/press contactCIO immediately
Compliance violation reportCIO

Account Triggers

TriggerEscalate To
Termination appealCIO
Suspected account takeoverL2 → CIO
KYC/KYB fraud detectionCIO
Multiple failed verificationsL2

Time-Based Escalation

If not resolved within:

TimeframeAction
24 hoursStandard issue - stay at L1
48 hoursConsider L2 escalation
72 hoursMust escalate to L2
5 business daysCIO review required

Sentiment-Based Escalation

  • Customer frustrated: Consider escalation
  • Repeated contacts (3+): Escalate to L2
  • Threat to leave: L2 review
  • Social media complaint: CIO awareness
  • Legal language used: CIO immediately

When NOT to Escalate

Keep at current level when:

  • Issue is within standard process
  • Just needs more time (within SLA)
  • Information is still being gathered
  • Customer is satisfied with progress

Escalation Checklist

Before escalating:

  • All standard troubleshooting completed
  • Issue clearly documented
  • Customer communication logged
  • Relevant screenshots/evidence attached
  • Attempted resolution steps listed

Gray Areas

When uncertain, ask yourself:

  1. Could this damage the company reputation?
  2. Is there potential legal exposure?
  3. Does this involve significant money?
  4. Has standard process failed?
  5. Is the customer at risk?

If yes to any → Escalate