Agent library / Compliance and risk / Supervision and escalation
Supervision and escalation
PitCrew logs issues that need supervision, such as possible complaints, errors or exceptions, routes each to the right person with a deadline and tracks it to closure.
When it runsWhen an issue is raised
Who approvesCompliance
Works withEmail, CRM
How it works
4 steps. A person decides at the end.
- Logs the issueFrom email, the CRM or another agent
- Routes itTo the right person with a deadline
- Tracks itUntil closed
- A person approvesCompliance closesWith the outcome
What it reads and what it produces
Reads
- Issues raised by staff or agents
- Your escalation rules
Produces
- An issue log
- Reminders and escalations
Rules it follows
- Never closes on its ownCompliance closes.
- Escalates when lateBy your rules.
Questions firms ask
Last updated: October 2026
How long does it take to set up?
5 working days from data access to the first production run. PitCrew experts connect your systems and enter your firm's rules.
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