Why this workflow matters#
Support teams often struggle with inconsistent escalations: urgent issues stay in general queues, while low-risk tickets get over-escalated. This blueprint standardizes routing logic and resolution ownership.
Inputs required#
- Ticket message and account metadata.
- SLA policy by customer segment.
- Escalation owners by issue type.
- Incident severity definitions.
Workflow steps#
- Classify ticket intent: bug, billing, account access, compliance, or feature request.
- Assign severity: apply customer impact rules to classify priority.
- Map SLA target: calculate response and resolution windows by plan tier.
- Route to owner: assign queue and specialist based on intent and severity.
- Draft customer response: confirm receipt, action plan, and timing.
- Track aging and breach risk: surface tickets approaching SLA deadlines.
- Close with root-cause tag: improve future triage and product feedback loops.
Copy-ready workflow template#
Trigger: New ticket is created.
Step 1: Intent classification and confidence score.
Step 2: Severity assignment using impact matrix.
Step 3: SLA mapping by customer tier.
Step 4: Escalation branch:
- critical -> INCIDENT_COMMAND_QUEUE
- high + billing/legal -> SPECIALIST_QUEUE
- medium/low -> STANDARD_SUPPORT_QUEUE
Step 5: Draft acknowledgment reply.
Step 6: Breach-risk monitor every 30 minutes.
Step 7: Resolution summary and root-cause tagging.
Operational safeguards#
- Require escalation rationale for every high or critical route.
- Add strict handoff ownership at each branch.
- Keep policy version references in all customer-facing drafts.
- Review false escalations weekly to tune severity thresholds.
FAQ#
Should this be integrated with incident management tooling?#
Yes, especially for critical product-impact tickets where response coordination spans multiple teams.
What metrics indicate workflow health?#
Track SLA compliance, escalation precision, and median resolution time by intent.
How do we avoid customer confusion during escalations?#
Use consistent acknowledgment language and set explicit next-update times in every escalated ticket reply.
Related internal resources#
- Parent page: AI Agent Templates
- Sibling templates: Customer Support Triage Prompt Template
- Sibling templates: Support Agent Quality Checklist
- Cross-playbook: AI Agent for Customer Service
- Cross-playbook: AI Agent Reviews Hub
- Cross-playbook: AI Agent Use Cases