CUSTOMER SUPPORT

Zendesk Triage-and-Draft Pre-Warmer

Classifies each new Zendesk ticket by intent and urgency, routes urgent ones to a Slack channel.

CategoryCustomer Support
Enginesim
Difficultyintermediate
Triggerevent
Steps6
Setup~15 min

How it runs

The automated pipeline, trigger to output.

  • TriggerNew Zendesk ticket createdZendeskZendesk
  • ActionClassify intent and urgency with OpenAIOpenAI
  • LogicBranch on urgency level
  • ActionAlert Slack triage channel if urgentSlack
  • ActionDraft category-matched first reply with OpenAIOpenAI
  • OutputPost draft as private internal noteZendeskZendesk

What it does

This does triage and drafting in one pass. Each new Zendesk ticket is classified by intent (billing, bug, how-to, churn risk) and urgency, escalated to Slack if hot, and given a first-reply draft tuned to that category. Agents open a ticket that is already sorted and pre-written.

When to use it

When a single queue mixes urgent and routine tickets and you want both faster routing and a ready draft. Ideal for lean teams without a dedicated triage shift.

How it works

  1. 1A new Zendesk ticket created fires the trigger.
  2. 2OpenAI classifies the ticket into an intent category and urgency level.
  3. 3A branch acts on urgency: high-urgency tickets post an alert to a Slack triage channel with a summary and link.
  4. 4OpenAI drafts a first reply written for the detected intent category.
  5. 5The draft posts back to the ticket as a private internal note for the assigned agent to edit and send.

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 SlackChannels, DMs, threads, mentions.
  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.

Run this workflow in your colony.

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