knowledge/billing/invoice-history.md
Knowledge article
Billing self-serve guide with invoice retrieval and escalation cues.
BillingDeflectionSupport
# Invoice History
Use this article when a customer asks for:
- invoice PDF downloads
- billing-history exports
- invoice date confirmation
Escalate only when ledger totals do not match the visible invoice.
knowledge/auth/sso-login-recovery.md
Knowledge article
SSO recovery flow with identity escalation boundaries.
AuthEnterpriseEscalation
# SSO Login Recovery
Support can guide:
- callback URL checks
- browser/session reset
- domain-claim confirmation
Escalate if IdP metadata or certificate posture is unclear.
knowledge/integrations/crm-sync-troubleshooting.md
Knowledge article
Integration repair flow for field mapping and sync health.
IntegrationsCRMOps
# CRM Sync Troubleshooting
Verify:
- last successful sync
- field mapping changes
- webhook delivery posture
Do not replay unsafe payloads without approval.
docs/evaluation-notes.md
Evaluation guide
Criteria for deciding whether a reply should be deflected, partially deflected, or escalated.
EvaluationRAGSupport ops
# Evaluation Notes
- Deflect when the answer is documented and low-risk.
- Partially deflect when the customer can take the next safe step before escalation.
- Escalate when financial, identity, or duplication risk is present.