TICKET MANAGEMENT

Merge incoming Zendesk bug tickets into a known umbrella issue

Scans each new Zendesk ticket for symptoms of an already-tracked bug, and when it matches, links the ticket to the umbrella record, raises the affected-user count.

CategoryTicket Management
Enginesim
Difficultyintermediate
Triggerevent
Steps5
Setup~15 min

How it runs

The automated pipeline, trigger to output.

  • TriggerNew bug-tagged Zendesk ticketZendeskZendesk
  • ActionClassify ticket against umbrella registryOpenAI
  • LogicBranch: high-confidence match?
  • ActionIncrement affected-user count for umbrellaPostgreSQLPostgres
  • OutputPost known-issue acknowledgement replyZendeskZendesk

What it does

Reads every new bug-tagged Zendesk ticket, compares its text against a registry of active umbrella issues, and folds confirmed duplicates into the right umbrella. The customer gets an acknowledgement, and your affected-user tally climbs automatically.

When to use it

Reach for this when a single outage or regression drives a wave of support tickets that all describe the same failure. It stops agents from triaging the same bug fifty times and gives engineering a real headcount of who is hit.

How it works

  1. 1A new Zendesk ticket tagged as a bug starts the flow.
  2. 2An OpenAI step classifies the ticket against the active umbrella registry and returns the best-matching umbrella id with a confidence score.
  3. 3A branch gates on confidence: high-confidence matches proceed, low-confidence tickets are left for human triage.
  4. 4For a match it links the ticket to the umbrella, increments the affected-user count in Postgres, and sets the umbrella reference on the ticket.
  5. 5It posts a templated public reply so the reporter knows the issue is known and tracked.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect ZendeskTickets, queues, knowledge base.
  2. 2
    Connect OpenAIModels, embeddings, files.
  3. 3
    Connect PostgresAny Postgres URL — query, write, migrate.
  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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