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Escalation Summary Writer

A bad escalation makes the customer explain their problem twice and the manager re-read fifteen messages. The Escalation Summary Writer compresses any ticket thread into a brief the next person can act on in two minutes — without opening the original.

What this skill does

A good escalation summary replaces the ticket thread — it doesn't supplement it. If the person receiving it needs to scroll back through the conversation, the summary failed. The Escalation Summary Writer runs the BRIEF framework on whatever you paste in: Background, Request, Investigation done, Emotional context, Fix needed. Five sections, predictable order, scannable in two minutes.

The Request line is enforced as a single sentence. If the original ticket is twenty messages of context and frustration, the skill cuts to what the customer actually wants — one clean ask — and surfaces it at the top. "Customer is unhappy and wants a refund" is rejected as too vague. "Customer wants a full refund of £1,200 because the reporting feature promised in the sales call was delayed by four months and they had to build a manual workaround" is the standard. Specifics make the decision easier; vagueness pushes it back to you.

Investigation is the section most agents under-write. The whole point of escalating is that the next person should not redo work. Every step you already tried, every account detail you already checked, every solution the customer already rejected goes in here as a numbered list — action, then result. This is the part that prevents the customer from being asked the same question for the third time.

Emotional context is treated as operational data, not soft padding. "Customer is angry" doesn't help anyone. What triggered the shift, whether they've mentioned cancellation or legal action, how long they've been a customer and what that tier is worth — that's the data that changes how the next person opens the reply. The skill writes it in one or two sentences and stops.

Every brief ends with a Next Action and a deadline. Not a description of the situation — a specific instruction to the person receiving it, with a timeline. If the urgency is high, the deadline is named in hours, not days. Long threads (20+ messages) get the middle compressed to "X back-and-forth messages over Y days" so the brief stays short enough to actually be read.

When this triggers

  • ·You're escalating a messy ticket to a manager and the thread is 20 messages long
  • ·You're handing a complex case to a specialist who doesn't have time to read the history
  • ·You need to brief a colleague on a customer issue you're passing off at end of day
  • ·A case needs a policy exception and the approver needs the facts, not the conversation
  • ·You're going on leave and want to leave clean handoff notes on open tickets

Example

Trigger

User pastes 18 messages from a billing dispute thread. Customer is on month 4 of a delayed feature, has used a manual workaround, wants £1,200 back. Frontline agent doesn't have refund authority above £200.

Output

Escalation Summary Ticket: #48291 | Customer: [Name] | Urgency: High Escalated to: Billing Manager | Date: [Today] Background [Name] is a 14-month customer on the Pro tier (£400/mo). First contacted Jan 12 via the in-app form. This is interaction 6 over 11 days. What they want Full refund of £1,200 (3 months) because the reporting feature promised in their Oct sales call was delayed by 4 months and they built a manual workaround. What we've tried 1. Offered 1 month credit (£400) → rejected, wants full 2. Confirmed delivery date with product → originally promised Nov, shipped Feb 3. Verified workaround claim against their export logs → confirmed, 60+ manual exports between Nov and Feb Information gathered · Account in good standing, no late payments · NPS 9 in June, dropped to 4 in January · Sales call recording confirms the November promise Emotional context Tone shifted from patient to firm at message 4 after receiving a templated reply. Has mentioned reviewing contract for cancellation terms but no public threat. The trigger was feeling un-heard, not the refund amount. Recommended resolution Approve the £1,200 refund. The promise is documented, the workaround is verified, and a 14-month customer at this tier is worth more than the disputed amount. A partial offer at this stage will read as bargaining. Next action needed · [ ] Approve/decline refund by EOD tomorrow · [ ] Reply from a manager-level address, not the queue

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What you get

  • 131-line SKILL.md, ready to drop into ~/.claude/skills/
  • Tested through 3 Karpathy-loop iterations (versions v1.0.0 → v1.3.0)
  • Triggers automatically when relevant — no command to remember
  • Lifetime updates as the skill is refined further

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