Skip to content
HighEngage

Getting started

8
  • Navigating the HighEngage Interface
  • Overview of the HighEngage Dashboard 
  • Logging in to HighEngage
  • Understanding the 7-Day Free Trial in HighEngage 
  • Creating Your HighEngage Account
  • How HighEngage AI Agents Work 
  • Signing Up with Google vs Email
  • What is HighEngage? 

Onboarding & Setup

12
  • Sharing Agents With Your Team 
  • Collaboration 
  • Installing HighEngage on WordPress 
  • Embedding the AI Chat Widget 
  • Deployment & Installation 
  • Previewing Your AI Agent 
  • Understanding Agent Status (Active vs Disabled) 
  • Editing an Existing Agent 
  • Agent Management 
  • Setting Up Your New AI Agent 
  • Completing the HighEngage Onboarding Wizard 
  • Choosing Your Use Case Template 

Personalizing Your AI Chatbot

10
  • Opening Chat by Default 
  • Adding Privacy Policy Links 
  • Adding Contact Page Links 
  • Customizing Chat Input Placeholder Text 
  • Configuring Supported Languages 
  • Setting Chat Font Size 
  • Changing Chat Theme Colours 
  • Choosing Widget Icons 
  • Setting the Chat Widget Avatar 
  • Customizing Your Agent Name and Description 

Training Your AI Agent (Knowledge Base)

10
  • Fixing AI Answers When Data Is Incorrect 
  • How the “Refresh Agent” Training Process Works 
  • Understanding Data States: New, Trained, Removed 
  • Using Google Drive as a Data Source 
  • Creating Custom Q&A for Your Agent 
  • Re-Crawling Website Data 
  • Crawling an Entire Website vs Single Page 
  • Training Your Agent with Website URLs 
  • Adding Files to Train Your AI Agent 
  • How AI Knowledge Training Works in HighEngage 

Configuring AI Behavior

4
  • Writing Effective System Prompts 
  • Setting the AI Agent Role 
  • Understanding AI Model Performance vs Cost 
  • Configuring AI Behavior 

Chat Messages & Interaction Settings

12
  • Configuring Message-Level Avatar 
  • Automatically Restarting Chats After Inactivity 
  • Allowing Users to Restart Chats 
  • Setting Message Character Limits 
  • Changing Prompt Display Position 
  • Adding Custom Links to Chat 
  • Making Example Questions Disappear After First Message 
  • Adding Example Questions to Guide Users 
  • Changing Time Format in Chat 
  • Enabling Automatic Greetings 
  • Customizing the “No Data Found” Response 
  • Setting the Intro Message 

Lead Capture & Visitor Data

7
  • Viewing Captured Leads 
  • Customizing the Lead Thank-You Message 
  • Making Lead Fields Mandatory 
  • Creating Custom Lead Fields 
  • Collecting Name, Email, and Phone 
  • When Lead Capture Is Triggered 
  • How Lead Capture Works in HighEngage 

Human Handover & Escalation

6
  • Receiving Escalation Emails 
  • Customizing Escalation Messages 
  • Escalating After Message Threshold 
  • Escalating After Multiple Failed AI Responses 
  • Allowing Users to Request Human Assistance 
  • Enabling Human Support Escalation 

Feedback & Chat Ratings

7
  • Viewing Feedback Analytics 
  • Collecting Feedback from Idle Chats 
  • Triggering Post-Chat Surveys 
  • Configuring Negative Feedback Responses 
  • Customizing Survey Questions 
  • Collecting Conversation Ratings 
  • Enabling Message-Level Feedback 

Security & Safety

4
  • Customizing Rate Limit Messages 
  • Setting Chat Request Rate Limits 
  • Enabling Abuse Reporting 
  • Restricting Chatbot in Allowed Domains 

Troubleshooting & Best Practices

7
  • Chat Widget Not Loading on My Website 
  • Human Escalation Not Working 
  • Lead Capture Not Triggering 
  • Refresh Agent Not Updating Responses 
  • My Website Crawl didn’t Work 
  • AI Is Giving Incorrect Answers 
  • Why My AI Agent Is Not Answering Questions 

Deployment

3
  • Installing HighEngage on Your Web Application 
  • Installing HighEngage on WordPress 
  • Embedding the Chat Widget 

Account & Billing

2
  • Understanding Free Trial Limits 
  • Managing Your Subscription 

Integrations

6
  • Zoho Sprints Integration
  • Pipedrive Integration
  • Google Drive Integration
  • Calendly Integration
  • HubSpot Integration
  • Integrations
View Categories
  • Home
  • help
  • Troubleshooting & Best Practices
  • Human Escalation Not Working 

Human Escalation Not Working 

2 min read

Your chatbot is not handing the conversation to a human when expected. 

This is usually due to missing triggers, disabled settings, or notification issues. 

1. Check if Human Assistance is enabled  #

View your agent → edit → Human Handover

Make sure: 

  • Enable Human Assistance is ON  

2. No escalation trigger configured  #

Escalation won’t happen unless a trigger is set. 

Check if at least one is enabled: 

  • User-initiated request  
  • Failure count trigger  
  • Message count trigger  

Fix: 

  • Enable one or more triggers  

3. Notification recipients not added  #

Problem 

  • Escalation happens, but no one is notified  

Fix: 

  • Add emails in Notification Recipients  

4. Testing conditions not met  #

Example 

  • Failure trigger set to 3  
  • You tested only 1 failed message  

Fix: 

  • Match your test with the configured trigger  

5. Escalation message not configured  #

Problem 

  • Trigger happens, but user doesn’t see proper flow  

Fix: 

Add:  

  1. Escalation Request Message  
  2. Confirmation Message  

6. Conflict with other flows  #

Example 

  • Lead capture triggered first  
  • Chat restarted  

Fix: 

  • Check flow order  
  • Adjust triggers if needed  

7. Testing on cached or old version  #

Fix: 

  • Test in Preview  
  • Hard refresh your website  
  • Try incognito mode  

Quick checklist  #

  • Human Assistance enabled  
  • At least one trigger configured  
  • Notification emails added  
  • Test matches trigger condition  
  • Messages configured properly  

Tip  #

Start simple: 

  • Enable User-Initiated Escalation  
  • Test manually  
  • Then add automatic triggers  

Next, enable one trigger, test it in Preview, and confirm escalation works. 

If you have any questions, concerns, or need further clarification, please contact support@highengage.com for assistance.

What are your Feelings

  • Happy
  • Normal
  • Sad

Share This Article :

  • Facebook
  • X
  • LinkedIn
  • Pinterest
Table of Contents
  • 1. Check if Human Assistance is enabled 
  • 2. No escalation trigger configured 
  • 3. Notification recipients not added 
  • 4. Testing conditions not met 
  • 5. Escalation message not configured 
  • 6. Conflict with other flows 
  • 7. Testing on cached or old version 
  • Quick checklist 
  • Tip 
HighEngage

All rights reserved