EscalatePricing

Glossary

Plain-English definitions for the terms-of-art Escalate uses across its DMs, console, and docs. Sorted alphabetically.

Alert

A DM from the Escalate bot to the founder, fired when a sub-thread on a covered deal has gone silent past its threshold. Always a DM, never a channel post. See Alerts.

Audit chain

The append-only event log Escalate writes for every workspace. Each alert, dismissal, classification verdict, and CRM stage transition gets a row. Exportable via /escalate audit-export. See Compliance §5.

Business day / Business hour (BD / BH)

Weekdays 9am–6pm in the workspace's local timezone. 1 BD ≈ 9 BH. Used by both Thresholds (BD-keyed silence limits) and Alerts (BH- keyed snooze windows).

Channel (deal channel)

A private Slack channel auto-created by Escalate for each covered deal. Named after the deal (e.g., deal-acme-q4-renewal). Owned by the bot, not by a workspace user.

Claim

An alert that fired. Counted in the Coverage Report. Synonymous with "alert" for V1; the word exists so the report reads in the insurance dialect. See Coverage Report § Claim.

Classifier (first-pass + second-pass / verifier)

The LLM-driven categorizer that decides whether a sub-thread message is a substantive ask, a routing question, or a completed- task message. First-pass runs on every incoming message; second-pass (the verifier) re-evaluates borderline cases for higher precision. The classifier verdict drives WHAT to track; it never drives the audit-chain state machine. See Compliance §2 (the firewall).

Coverage

The set of deals Escalate is actively watching. A deal is covered the moment its trigger fires and the channel auto- creates; it remains covered until the deal closes (won or lost) or the workspace cancels.

Covered deal

See Coverage.

Deal channel

See Channel.

Dismissed alert

An alert you marked as a false positive (via the Dismiss button on the follow-up DM). Dismissed alerts count AGAINST trailing precision; use sparingly. See Alerts § Dismiss.

Founder-DM

The private Slack DM Escalate uses for all alerts + the monthly Coverage Report digest. Always one-way (bot → founder); the founder acts via the alert's action buttons.

Gap counter

The count of role-assignments that are missing for a covered deal. If Legal isn't mapped, the gap counter reflects that. Shown in /escalate stats and the Coverage Report console.

In-force (rule)

A trigger config that is currently matching incoming CRM updates. Contrast with suspended. See Coverage Report § In-force.

A single-use, time-limited URL Escalate sends when you run /escalate coverage or when a portal invitee accepts a role invitation. Default expiry: 15 minutes.

Qualifying stage

A CRM pipeline stage that fires Escalate's trigger evaluation. Configured per workspace; defaults: Negotiation, Verbal Commit, Contract Sent, Proposal. See Triggers.

Retrofit

The one-time backfill pass that scans your CRM for deals already in qualifying stages at install-time and auto-creates channels for them. Triggered via /escalate retrofit. Idempotent.

Role-target

The role (Legal / Security / Compliance / AE) responsible for responding to a sub-thread ask. The silence-timer is keyed to the role-target's threshold (e.g., Legal = 2 BD by default).

Sentinel

A bounded sentinel value Escalate uses internally to mark "unknown" or "no signal" states in the silence-tracker. Customer- facing: irrelevant; included here only because the term shows up in some debug exports.

Snooze 48 BH

Silence an alert for 48 business hours. After the window expires, Escalate re-checks the sub-thread and re-fires if still stalled. See Alerts § Snooze.

Stall

A sub-thread currently past its silence threshold where the founder hasn't yet acted on the alert. Distinct from claim (which is the alert-fired event). See Coverage Report § Stalls.

Sub-thread

A threaded reply within a deal channel. The thread's parent message is the original cross-functional ask; replies form the sub-thread. Escalate watches sub-threads for silence, not the channel's main timeline.

Substantive ask

A sub-thread message classified by the classifier as a request that requires a substantive response (vs. a routing question or completed-task message). Substantive asks start silence timers; non-substantive messages don't. See Alerts § When alerts DON'T fire.

Suspended (rule)

A trigger config that was in-force at some point but is now paused (e.g., during a cancellation grace period or after the CRM connection was revoked). Returns to in-force when the underlying issue clears.

Threshold

The per-role business-day silence limit. Defaults: Legal 2 BD, Security 3 BD, Compliance 3 BD, Other 5 BD. Tunable via /escalate config thresholds. See Thresholds.

Trailing precision

A rolling 30-day metric: the share of alerts you marked as legitimate (Ping / Take it / Snooze / Acknowledge) vs. dismissed (Dismiss). Target ≥80%; below 60% triggers a classifier fine-tune or threshold change. See Coverage Report § Reading trailing precision.

Trigger

The CRM-stage-transition rule that fires deal-channel creation. Three pieces: qualifying stage, minimum amount, and amount-required flag. See Triggers.

Verifier

See Classifier (second-pass).

Workspace

A single Slack workspace where Escalate is installed. Each workspace is data-isolated (per-workspace RLS); no cross-workspace reads. See Compliance §1.

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