CUSTOMER SUPPORT

Auto-triage new Zendesk tickets with category tags and a suggested macro

When a new Zendesk ticket arrives, classify it into a support category, apply the matching tags.

CategoryCustomer Support
Enginesim
Difficultybeginner
Triggerevent
Steps5
Setup~5 min

How it runs

The automated pipeline, trigger to output.

  • TriggerNew Zendesk ticket createdZendeskZendesk
  • ActionClassify category, priority, and best macro with OpenAIOpenAI
  • LogicBranch on classification confidence
  • ActionApply category and priority tags in ZendeskZendeskZendesk
  • OutputPost suggested macro as an internal noteZendeskZendesk

What it does

Every inbound Zendesk ticket is read by an LLM that assigns a category (billing, bug, how-to, cancellation, feature request, or other), a priority guess, and the single best-fit macro from your library. The classification is written back as Zendesk tags, and the suggested macro text lands as an internal note so the assigned agent starts from a draft instead of a blank box.

When to use it

Use this when your queue mixes many request types and agents waste time hand-tagging and hunting for the right macro. It is ideal for teams that already maintain a macro library but want consistent, instant triage on first touch.

How it works

  1. 1A new ticket created in Zendesk fires the trigger.
  2. 2OpenAI reads the subject and first message and returns a category, priority, and the closest macro name with confidence.
  3. 3A logic step checks confidence; low-confidence tickets get a `needs-human-triage` tag and skip the macro step.
  4. 4An action writes the category and priority tags back to the ticket in Zendesk.
  5. 5The final step posts the suggested macro as an internal note on the ticket for the agent.

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
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  4. 4
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  5. 5
    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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