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    Customer Support & Success

    Support Ticket Triage

    Right queue, right priority, in two minutes.

    StandardInbound sorting & routing

    Support Ticket Triage

    Customer Support & Success

    Draft mode
    IllustrativeNot live data
    1. RuleDone:

      A new ticket is created in your help desk.

    2. RuleDone:

      Your rules check for urgent and sensitive words.

    3. AIDone:

      AI picks queue, priority and tags from your list.

    4. RuleDone:

      A safety check confirms the choice.

    5. RuleWaiting for approval:Waiting for you

      It writes the labels and an explaining note.

    6. RuleNot started:

      Urgent tickets trigger a Slack alert.

    For example: At 11 pm a customer of a payments SaaS writes "we can't log in, all our users are blocked".

    Waiting for you. Nothing has changed yet.

    Standard. Low-risk, reversible changes. Every action is logged.

    What is Support Ticket Triage?

    In short

    Support Ticket Triage is an AI automation for Customer Support & Success teams that works with Freshdesk, Microsoft Teams, Slack and Zendesk. Every new Zendesk or Freshdesk ticket gets the right queue, priority and tags within about two minutes, with a note explaining why. It is built for heads of support and support team leads and agents.

    Last reviewed

    Key facts

    Department
    Customer Support & Success
    Starts when
    A new ticket is created in your help desk
    Works with
    Freshdesk, Microsoft Teams, Slack, Zendesk
    Run modes offered
    Shadow, Draft, Assisted and Auto
    Human control
    Standard
    Status
    Available now
    Before

    The problem today

    A "dispatcher" agent reads every new ticket and assigns it. At 2,000 tickets a month and about 45 seconds each, that is about 25 hours a month. Urgent tickets that arrive at night wait 1–4 hours, and a wrong queue means another hand-off and a missed SLA.

    With Support Ticket Triage

    What it does

    It reads each new ticket and applies your urgent rules first, such as outage, security or billing dispute. Then one AI step picks the queue, priority and tags from your own list. It writes them to the ticket with a private note that explains the choice. Urgent tickets out of hours raise a Slack alert.

    How does Support Ticket Triage work?

    How it works
    • Rule you set
    • AI step
    • A person decides
    1. Step 1Rule

      A new ticket is created in your help desk.

    2. Step 2Rule

      Your rules check for urgent and sensitive words.

    3. Step 3AI

      AI picks queue, priority and tags from your list.

    4. Step 4Rule

      A safety check confirms the choice.

    5. Step 5Rule

      It writes the labels and an explaining note.

    6. Step 6Rule

      Urgent tickets trigger a Slack alert.

    What you get

    Key features
    • Queues (2–25), products and tags from your own list
    • Urgent-topic rules always run first
    • Private note explaining each decision
    • Out-of-hours urgent alerts in Slack
    • Language-based queue routing
    • Uncertain tickets tagged for a person
    • Agent overrides tracked to measure quality

    How much does it do on its own?

    Run modes

    Pick a mode to see what Support Ticket Triage would do at each step.

    Every automation starts in Shadow. Move it up when you are ready, and back down at any time. How run modes work

    Support Ticket Triage in Shadow

    Runs on real data and shows what it would have done. No app is changed and no message is sent.

    1. Rule

      A new ticket is created in your help desk.

      Watches for it

    2. Rule

      Your rules check for urgent and sensitive words.

      Runs on real data, read only

    3. AI

      AI picks queue, priority and tags from your list.

      Runs on real data, read only

    4. Rule

      A safety check confirms the choice.

      Runs on real data, read only

    5. Rule

      It writes the labels and an explaining note.

      Shown to you as a suggestion

    6. Rule

      Urgent tickets trigger a Slack alert.

      Shown to you as a suggestion

    Shadow vs Auto for Support Ticket Triage

    Auto is the most it can do on its own. Here is each step side by side.

    What each step of Support Ticket Triage does in Shadow mode and in Auto mode
    StepShadowAuto
    In shortRuns on real data and shows what it would have done. No app is changed and no message is sent.Runs without approval, with limits, alerts and a kill switch. Unlocks after a trial period in Assisted.
    Step 1A new ticket is created in your help desk.Watches for itRuns on its own within your limits
    Step 2Your rules check for urgent and sensitive words.Runs on real data, read onlyRuns on its own within your limits
    Step 3AI picks queue, priority and tags from your list.Runs on real data, read onlyRuns on its own within your limits
    Step 4A safety check confirms the choice.Runs on real data, read onlyRuns on its own within your limits
    Step 5It writes the labels and an explaining note.Shown to you as a suggestionRuns on its own within your limits
    Step 6Urgent tickets trigger a Slack alert.Shown to you as a suggestionRuns on its own within your limits
    True in every modeNever replies to the customer, closes, merges or deletes tickets.

    What it will never do on its own

    Safety & human control
    • Never replies to the customer, closes, merges or deletes tickets.
    • Never lowers a priority set by a rule, the customer form or an agent.
    • Never removes existing tags or assigns to a named agent.
    • Legal, self-harm and violence mentions go to a sensitive queue at high priority.
    • Low-confidence tickets get a "needs triage" tag for a person.
    • You approve before it acts
    • Your data stays yours
    • It knows its limits
    • Stop anytime
    How these promises work

    What will you see on your dashboard?

    Results you can track

    Targets are quality goals the automation is built to reach. Estimates are calculated from your own volumes.

    • Tracked

      Tickets triaged

      Measured on your own data

    • Tracked

      Median time to assignment, before vs after

      Measured on your own data

    • Tracked

      Urgent tickets routed in under 2 minutes

      Measured on your own data

    • Target

      Agent override rate (target ≤ 12% after 30 days)

      A goal it is built to reach

    • Estimate

      Hours saved (tickets × 45 s by default)

      Worked out from your own volumes

    • Target

      Queue accuracy: target ≥ 90%

      A goal it is built to reach

    • Target

      Urgent recall: target 100%

      A goal it is built to reach

    Illustrative example
    At 11 pm a customer of a payments SaaS writes "we can't log in, all our users are blocked". The ticket lands in the outage queue at urgent priority within two minutes, and the on-call lead gets a Slack alert.
    A made-up scenario to show how it works, not a customer story.

    Who is Support Ticket Triage for?

    • Heads of support
    • Support team leads and agents

    Industries: SaaS & tech, E-commerce & retail, Financial services, Logistics, Any industry

    Also useful for: IT & Data Operations

    Connects to the apps you already use

    Works with

    App names are trademarks of their owners. Charviam connects to them; it is not a partner or reseller.

    • Freshdesk
    • Microsoft Teams
    • Slack(optional)
    • Zendesk

    Better together

    Automations that hand work to Support Ticket Triage, or pick up where it stops.

    What do you need to set it up?

    Setup
    • Connect Zendesk or Freshdesk with a dedicated "Charviam Bot" agent
    • List your queues with short descriptions
    • Set urgent keywords, sensitive queue and VIP domains
    • Pick the Slack urgent channel (optional)
    • Confirm whether tickets may hold health data

    Typical setup

    1. 01Connect your apps
    2. 02Configure the rules
    3. 03Run a watch-only trial
    4. 04Go live

    Not included

    • Replying to customers (see 03)
    • Closing, merging or assigning to named agents
    • Changing SLA policies or ticket forms

    Questions about Support Ticket Triage

    FAQ

    Yes, once you choose. It starts in Shadow, where it only watches and suggests, then Draft and Assisted. Auto unlocks after a trial period, and you can move it back down at any time.

    Connect Zendesk or Freshdesk with a dedicated "Charviam Bot" agent. List your queues with short descriptions. Set urgent keywords, sensitive queue and VIP domains. Pick the Slack urgent channel (optional) Confirm whether tickets may hold health data.

    Replying to customers (see 03) Closing, merging or assigning to named agents. Changing SLA policies or ticket forms.

    Never replies to the customer, closes, merges or deletes tickets. Never lowers a priority set by a rule, the customer form or an agent. Never removes existing tags or assigns to a named agent. Legal, self-harm and violence mentions go to a sensitive queue at high priority. Low-confidence tickets get a "needs triage" tag for a person.

    See Support Ticket Triage on your own data

    Walkthrough

    It starts in Shadow, where it only watches and suggests, so nothing changes in your apps until you say so.