Customer Support Triage Workflow

Purpose:

Efficiently handle incoming customer support requests by using AI to categorize and draft responses while leveraging human expertise for complex issues and relationship management.

Workflow Steps:

  1. Initial Receipt (Automated)
    • Customer submits inquiry through form, email, or chat
    • System logs request and sends acknowledgment
  2. Classification & Prioritization (AI)
    • AI analyzes request content and customer history
    • Categorizes by type (technical, billing, feature request, etc.)
    • Assigns priority level based on urgency and impact
    • Routes to appropriate queue
  3. Response Generation (AI + Human)
    • For Standard Issues:
      • AI drafts response using approved templates
      • Human reviews, edits if necessary, and sends
    • For Complex Issues:
      • AI provides relevant knowledge base articles
      • Human crafts personalized response
      • AI reviews for tone and completeness
  4. Resolution & Follow-up (Human + AI)
    • Human Task: Confirm issue resolution with customer
    • AI Task: Document solution in knowledge base
    • AI Task: Schedule follow-up if needed
    • Human Task: Review customer satisfaction score

Handoff Protocol:

  • AI flags requests requiring human judgment
  • Support system tracks ownership at each stage
  • Clear indicators show AI-generated vs. human-written content

Quality Control:

  • Random audits of AI-classified tickets
  • Customer satisfaction surveys after resolution
  • Regular review of AI response accuracy and tone