Workflow: Escalation Brief

Overview

Goal: Create a structured escalation document for complex account situations.

Tool: adm_escalation_brief

Steps

1. Run escalation brief:

   • CLI: adm escalate [Company Name] (interactive prompts for issue type, context, urgency)
   • MCP: Run adm_escalation_brief with accountId, issueType (technical | relationship | competitive | churn_risk), context, urgency (immediate | this_week | this_quarter)

2. The tool loads account data and health from MongoDB, then uses the LLM to generate situation, impact, root cause analysis, and recommended actions.

3. The brief is stored in the escalations collection.