TICKET MANAGEMENT

Cluster duplicate Zendesk tickets and notify every affected requester

When a new Zendesk ticket arrives, embeds its text, finds near-identical open tickets, merges them into a canonical parent.

CategoryTicket Management
Enginesim
Difficultyintermediate
Triggerevent
Steps5
Setup~15 min

How it runs

The automated pipeline, trigger to output.

  • TriggerNew Zendesk ticket createdZendeskZendesk
  • ActionEmbed ticket text and query similar open tickets in PostgresPostgreSQLPostgres
  • LogicBranch on similarity threshold (duplicate vs new)
  • ActionMerge duplicate into canonical parent ticketZendeskZendesk
  • OutputPost one status update to all linked requestersZendeskZendesk

What it does

Catches duplicate reports of the same problem, collapses them into one canonical ticket, and keeps every requester in the loop with a single coordinated reply instead of scattered one-off responses.

When to use it

During an incident or a buggy release when dozens of customers open separate tickets for the same root cause. Run it to stop agents from triaging the same issue ten times and to give everyone one consistent answer.

How it works

  1. 1A new ticket is created in Zendesk and fires the trigger.
  2. 2The subject and description are embedded with OpenAI and compared against embeddings of recent open tickets stored in Postgres.
  3. 3A similarity branch checks whether the best match clears the dedupe threshold; below it, the ticket is left untouched as a genuinely new issue.
  4. 4For matches, the new ticket is merged into the existing canonical parent via the Zendesk API and tagged with the cluster id.
  5. 5The same public update is applied to the parent so every linked requester receives one identical notification.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect ZendeskTickets, queues, knowledge base.
  2. 2
    Connect PostgresAny Postgres URL — query, write, migrate.
  3. 3
    Connect OpenAIModels, embeddings, files.
  4. 4
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  5. 5
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  6. 6
    Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.

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