There are times when some problems require deviation from internal regulations in order to solve them. It's good if an agent is capable to think on the go. However, it is better to develop a plan for non-standard situations in advance.
Let's say that our task is to recognize, what should be the first actions when a customer comes with a unique problem. These three questions will help you to determine your actions:
Who? The person to turn to for help when we reach a dead end. Even though we tend to ask our boss ahead of everyone else, it is better to avoid bothering them with every single issue we can't resolve. So be wise with your "victim choice".
What? If solving a problem is basically beyond your power, what needs to be done to provide a colleague with the complete picture? Should you assign it to them straight away, send the whole correspondence, highlight only key points, or set a full-fledged task?
How? How can you communicate in the most effective way: by cases, by email, by your work chat, or via the helpdesk?