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By the end of this guide, you’ll have chosen the person Cura turns to when a conversation needs a human — so urgent or tricky messages always reach the right pair of hands. Escalation is when your AI decides a conversation is better handled by a person and flags it. The escalation contact is the team member that flag points to. Setting one means no escalated conversation ever sits unowned.

Before you begin

  • You need to be an admin to set the account-level contact, or an admin or workspace manager to set a workspace’s contact.
  • A workspace contact must be a member of that workspace, or an admin on the account.
  • The account-level contact must be an admin on the account — only admins can be the organization-wide fallback.
  • Decide whether you want one contact for the whole account, a per-workspace contact, or both.
Cura uses two levels of escalation contact:
  1. Workspace-level — the contact for one specific location, which takes precedence there.
  2. Account-level — a fallback for the whole organization, used when a workspace has no contact of its own.

1

Choose the level

Decide where this contact applies.
  • Account-level: a single point of contact across the whole organization — useful if one person oversees everything.
  • Workspace-level: a contact for one location. Set this when each branch has its own person who should handle escalations there.
2

Set a workspace escalation contact

For a per-location contact:
  • Open the workspace you want to set up.
  • Go to its settings and find the escalation contact option.
  • Choose the person from the workspace’s members (or an account admin).
  • Save. Escalated conversations in that workspace now point to them.
That workspace has an escalation contact.
The escalation contact selector in Cura's organization settings
3

Set an account escalation contact

For an organization-wide fallback:
  • Open your organization settings.
  • Choose the account escalation contact. This list only shows account admins — the organization-wide fallback must be an admin.
  • Save.
Your account has a fallback escalation contact.
A workspace contact takes precedence in that workspace. The account-level contact acts as the fallback where no workspace contact is set.
Choose someone who’s reliably reachable during business hours — and pair this with clear AI escalation rules so Cura knows when to hand off. See Getting started with Cura for setting those rules.

How Cura chooses who to escalate to

When the AI escalates a conversation, Cura works down a fallback chain and assigns the first person it finds:
  1. The channel owner — whoever owns the channel the message came in on.
  2. The workspace escalation contact — or, if none is set, the first manager in that workspace.
  3. The account escalation contact — the organization-wide fallback (an admin).
  4. The first organization admin — so an escalation never ends up unowned.
Because of this chain, even a workspace with no contact set will still route escalations — to its first manager, then up to the account level. Setting an explicit contact just makes the destination predictable.

Troubleshooting

  • The person I want isn’t in the list. For a workspace contact, Cura only lets you pick someone who is a member of that workspace or an account admin — add them to the workspace first (see Inviting team members). For the account-level contact, only admins appear.
  • Escalated conversations aren’t reaching anyone. Confirm a contact is set, and check your AI’s escalation rules so it knows when to escalate.