Docs
Get Escalate connected in under 30 minutes, then learn how the product works end to end. Setup guides cover the OAuth path for each integration; the customer-facing guides cover slash commands, alerts, thresholds, compliance, and more.
New to Escalate? See the landing page for what the product does and who it's built for.
Setup
Slack setup
Install the Escalate Slack app, grant bot scopes, and confirm the auto-created deal channels start firing.
Salesforce setup
Connect Salesforce via OAuth, confirm the Deal / Account / Opportunity scopes, and verify the first poll cycle.
HubSpot setup
Connect HubSpot via OAuth, register the deal-stage webhook, and verify the retrofit pulls past deals correctly.
Guides
What Escalate does
The deal-channel lifecycle — from CRM trigger to alert fired to dismissal + audit.
Slash command reference
Every /escalate command — what it does, who can run it, expected output.
Coverage Report
Read the monthly digest DM + the on-demand /coverage console.
Alerts
Anatomy of the alert DM, the 4-button flow, and business-hour math for snooze.
Thresholds
Per-role business-day silence thresholds + when to tighten or loosen.
Triggers
All 5 trigger config fields — qualifying stages, minimum amount, match mode, and more.
Compliance
Data handling, the LLM firewall, and the audit chain — by claim tier.
Troubleshooting
Symptom-keyed cookbook — why didn't an alert fire? why didn't a channel auto-create?
Glossary
Plain-English definitions for every term-of-art the product uses.