FEATURE SPEC¶
Human Escalation & Context Handoff¶
Novaworks AI | x_novaw_guardrails | Stage: Refine | DRAFT
Parent Feature Set: ../concept.md.
History¶
| Version | Date | Author / Notes |
|---|---|---|
| 1 | July 29, 2026 | Eswar Vandanapu — Initial draft, derived from PRD Feature 6. |
| 2 | 2026-08-11 | Eswar Vandanapu — Noted a new dependency: coalition-of-the-willing/transfer-agents now provides generic hand-off infrastructure (reason code, optional summary, receiving-agent resolution) that any employee-choice escalation UI this Feature builds should call, rather than reinventing. See Dependencies and Open Questions. |
Problem Statement¶
HR Operations / Case Management has no real-time visibility into which conversations are high-risk; escalations today depend on the employee re-reporting elsewhere. When Feature 5 or either guardrail engine triggers an escalation, there is no defined queue or case-record shape to hand the conversation off to.
Scope¶
When Feature 5 (Sensitive Conversation Detection & Routing) or either guardrail engine (Features 1–2) triggers an escalation, hand the conversation to a queue an HR Operations agent or case worker actually watches, carrying: - The full conversation context - The triggering reason - The request's correlation id, so the handoff can be traced end to end alongside the platform tracing work already underway
Out of Scope¶
- The classification/detection logic that decides whether to escalate (see ../sensitive-conversation-detection-routing/spec.md, ../input-guardrail-engine/spec.md, ../output-guardrail-engine/spec.md)
- A full case-management UI/workflow beyond the queue and case-record itself (out of scope per PRD unless otherwise scoped)
Value¶
Gives HR Operations a live queue of flagged conversations with full context handed off automatically, so nothing sensitive is missed — closing the loop the PRD identifies as core to the framework, alongside Feature 5.
Delivery¶
Define the queue and case-record shape, route escalations from Features 1, 2, and 5 into it, and confirm the correlation id and conversation transaction count travel with the handoff.
Acceptance Criteria¶
- [ ] Escalation queue is defined and reachable by an HR Operations agent / case worker
- [ ] Case-record shape is defined, including: full conversation context, triggering reason, correlation id
- [ ] Escalations from Feature 1 (Input Guardrail Engine) route into the queue
- [ ] Escalations from Feature 2 (Output Guardrail Engine) route into the queue
- [ ] Escalations from Feature 5 (Sensitive Conversation Detection & Routing) route into the queue
- [ ] Correlation id travels with the handoff and can be traced end to end alongside the platform tracing work (Nova Platform Enhancements PRD v0.4)
- [ ] Conversation transaction count travels with the handoff
- [ ] Every escalation is reason-coded and available to Feature 4 (Observability, Audit & Feedback Loop)
Dependencies / Related Features¶
- Feature 1 — Input Guardrail Engine, Feature 2 — Output Guardrail Engine, Feature 5 — Sensitive Conversation Detection & Routing: each is a trigger source for this feature's queue.
- Feature 4 — Guardrail Observability, Audit & Feedback Loop: case-record shape and audit fields should align with that feature's logging inventory once defined.
- Nova Platform Enhancements PRD v0.4: correlation-id tracing and per-conversation transaction visibility are prerequisites this feature depends on.
- Phase 1 Audit: which queues and case systems can receive an escalation must be confirmed by the audit before this feature's delivery plan is finalized.
coalition-of-the-willing/transfer-agents: new hand-off infrastructure — given a Transfer Reason, a Receiving Agent, and an optional summary, it records the transfer and resolves the Receiving Agent's contact details (currently a placeholder, not a live session). If this Feature grows an employee-choice escalation path (nudge/channel-picker, as shown in that Feature's reference design) alongside its current mandatory HR Ops queue path, that path should call this infrastructure rather than build its own.
Risks¶
| Risk | Severity | Mitigation |
|---|---|---|
| No confirmed destination queue/case system for escalations yet | High | Phase 1 audit is a gate for this feature; do not finalize case-record shape until audit confirms available queues/case systems. |
| Correlation id or transaction count dropped somewhere in the handoff path | Medium | Explicit acceptance criterion to confirm both travel with the handoff; validate end-to-end trace as part of testing. |
| Feature 6 becomes a bottleneck for Feature 5's Experiment-stage timeline | Medium | Feature 5's spike outcome may change delivery scope/timing here — track as a joint dependency. |
Open Questions¶
- Which queue/case-management system(s) can receive an escalation — is there one shared destination across HR Ops today, or does the Phase 1 audit reveal multiple?
- Is there a case-management UI in scope for HR Operations, or is "the queue" the entire deliverable for this stage?
- What conversation context is "full" — entire transcript, or a bounded window plus summary?
- This Feature's current scope is the mandatory HR Ops queue/case-record path only. A declinable, employee-choice private-transfer path (nudge, channel picker among human/AI destinations, summary review) is a candidate to add here, or under
sensitive-conversation-detection-routing(Feature 5) instead, since that Feature already makes the per-turn routing call. Not decided — see the matching note on that Feature's own spec. Either way, that path should callcoalition-of-the-willing/transfer-agentsas its hand-off mechanism rather than build its own.
Status: DRAFT — derived from PRD Feature 6. For internal engineering review only.
Novaworks AI | Confidential