Intelligent triage automatically classifies every incoming support ticket so you can understand and optimize your operation, helping your team achieve faster, higher quality resolutions.
This article describes what intelligent triage is, how it works, and why you should use it.
This article answers the following questions:
- What is intelligent triage?
- How does intelligent triage work?
- Why should I use intelligent triage?
- How do I configure intelligent triage?
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What is intelligent triage?
Intelligent triage is an AI-powered feature that automatically classifies what a ticket is about (its topic), what language it's written in, how the customer feels about their request (its sentiment), and any specific details you care about — such as product names (entities you define).
You can use these classifications to optimize your service operation by:
- Automate repeatable requests and eliminate manual triage
- Route tickets to the right teams automatically
- Act quickly on high-risk or high-priority tickets
- Give agents instant context to resolve requests faster
- Report on trends in ticket topics, sentiment, and language over time
How does intelligent triage work?
Watch the demo video below to see intelligent triage in action, or read on for an example.
Intelligent triage demo (2:05)
Here's an example of how intelligent triage helps your team provide better and faster customer service:
- A customer submits a ticket saying that the item they ordered arrived damaged.
- Intelligent triage automatically classifies the ticket with the topic Item has problem or is damaged on arrival from the list of topics you have in your account.
- The ticket is routed to the right team because of the trigger you created to automatically route and prioritize tickets about damaged items and the view you created that groups tickets by topic.
- The agent opens the ticket and uses the topic classification to quickly understand that the customer received a damaged item and needs a new one.
For more information about the specific fields intelligent triage adds to tickets, see Understanding intelligent triage classifications.
Why should I use intelligent triage?
Intelligent triage removes the need to manually read and categorize each ticket, reducing handling time and ensuring tickets reach the right team the first time. Classifications appear directly in the ticket, giving agents instant context to resolve requests faster. You can also use topic, sentiment, language, and entity data to report on trends and continuously improve how you deliver support.
You can also incorporate intelligent triage classifications into your workflows to automate repeatable requests, eliminate manual triage, and act quickly on high-risk tickets. For examples of how to put classifications to work, see Intelligent triage use cases and workflows.
How do I configure intelligent triage?
You can configure intelligent triage in Admin Center. To get started, complete the following setup steps:
- Configure topic, sentiment, and language detection settings in Admin Center
- Create entities to capture specific details in tickets, such as product names
- Create custom topics to personalize intelligent triage for your business
- Configure how classifications appear for agents in the ticket header and properties panel