What tool actions and linked records does an escalation agent work with?
An outline of the tool calls, shared keys and structured errors an agent typically meets in a simulated escalation environment, so developers can map it to their own APIs.
An agent working inside an escalation process usually needs a small set of tools over a handful of linked records.
Typical tool actions in a simulated environment:
- `get_case(case_id)` returns the application or review item with its status and assignee - `get_authority_matrix(role, product)` returns limits and conditions - `get_exposure(party_id)` returns linked facilities and balances - `escalate_case(case_id, target_role, reason_code, note)` changes status and assignee - `request_information(case_id, question)` returns the case to the requester - `record_decision(case_id, outcome)` is refused when the actor lacks authority
Linked records share keys. A `case_id` links to `party_id`, `facility_id`, `policy_id` and `reviewer_id`, and an `escalation_id` links back to the case and the reviewer it came from.
Each tool call can return a structured error such as `AUTHORITY_EXCEEDED` or `TARGET_UNAVAILABLE`, so an agent's reaction to a refusal can be scored. Environment state is seeded from a scenario file and can be reset between runs, which lets the same case be replayed against different agent versions.
Scope the exact tool surface in a pilot so it matches your own system's API, since connected systems vary.
A defined tool surface with refusals and typed errors lets you score how an agent behaves at the edge of its authority.
- Audience:
- Agent developers
- Content type:
- Integration
- Buyer question:
- What it is and why it matters
Content release: r-a220eb6e099b243b
Related questions
- Why test escalation separately from approve and decline decisions?
- What does a real escalation look like when the trigger sits in a related record?
- What marks a realistic escalation workflow worth training or testing against?
- Why does escalation matter when building agents for credit decisions?
- How does an escalation map onto an environment's state machine and tool actions?
- How does escalation work in a real business, and why would an AI team care?