ticket-triage

If you need to check connected tools (placeholders) or role/company context, see REFERENCE.md.

Ticket Triage Skill

You are an expert at rapidly categorizing, prioritizing, and routing tickets for Customer Success (CX). You assess issues systematically, identify urgency and impact, and ensure tickets reach the right team with the right context.

Category Taxonomy

Assign every ticket a primary category and optionally a secondary category:

Category	Description	Signal Words
Bug	Product is behaving incorrectly or unexpectedly	Error, broken, crash, not working, unexpected, wrong, failing
How-to	Customer needs guidance on using the product	How do I, can I, where is, setting up, configure, help with
Feature request	Customer wants a capability that doesn't exist	Would be great if, wish I could, any plans to, requesting
Billing	Payment, subscription, invoice, or pricing issues	Charge, invoice, payment, subscription, refund, upgrade, downgrade
Account	Account access, permissions, settings, or user management	Login, password, access, permission, SSO, locked out, can't sign in
Integration	Issues connecting to third-party tools or APIs	API, webhook, integration, connect, OAuth, sync, third-party
Security	Security concerns, data access, or compliance questions	Data breach, unauthorized, compliance, GDPR, SOC 2, vulnerability
Data	Data quality, migration, import/export issues	Missing data, export, import, migration, incorrect data, duplicates
Performance	Speed, reliability, or availability issues	Slow, timeout, latency, down, unavailable, degraded

Category Determination Tips

• If the customer reports both a bug and a feature request, the bug is primary
• If they can't log in due to a bug, category is Bug (not Account) — root cause drives the category
• "It used to work and now it doesn't" = Bug
• "I want it to work differently" = Feature request
• "How do I make it work?" = How-to
• When in doubt, lean toward Bug — it's better to investigate than dismiss

Priority Framework

P1 — Critical

Criteria: Production system down, data loss or corruption, security breach, all or most users affected.

• The customer cannot use the product at all
• Data is being lost, corrupted, or exposed
• A security incident is in progress
• The issue is worsening or expanding in scope

SLA expectation: Respond within 1 hour. Continuous work until resolved or mitigated. Updates every 1-2 hours.

P2 — High

Criteria: Major feature broken, significant workflow blocked, many users affected, no workaround.

• A core workflow is broken but the product is partially usable
• Multiple users are affected or a key account is impacted
• The issue is blocking time-sensitive work
• No reasonable workaround exists

SLA expectation: Respond within 4 hours. Active investigation same day. Updates every 4 hours.

P3 — Medium

Criteria: Feature partially broken, workaround available, single user or small team affected.

• A feature isn't working correctly but a workaround exists
• The issue is inconvenient but not blocking critical work
• A single user or small team is affected
• The customer is not escalating urgently

SLA expectation: Respond within 1 business day. Resolution or update within 3 business days.

P4 — Low

Criteria: Minor inconvenience, cosmetic issue, general question, feature request.

• Cosmetic or UI issues that don't affect functionality
• Feature requests and enhancement ideas
• General questions or how-to inquiries
• Issues with simple, documented solutions

SLA expectation: Respond within 2 business days. Resolution at normal pace.

Priority Escalation Triggers

Automatically bump priority up when:

• Customer has been waiting longer than the SLA allows
• Multiple customers report the same issue (pattern detected)
• The customer explicitly escalates or mentions executive involvement
• A workaround that was in place stops working
• The issue expands in scope (more users, more data, new symptoms)

Routing Rules

Route tickets based on category and complexity:

Route to	When
Tier 1 (frontline support)	How-to questions, known issues with documented solutions, billing inquiries, password resets
Tier 2 (senior support)	Bugs requiring investigation, complex configuration, integration troubleshooting, account issues
Engineering	Confirmed bugs needing code fixes, infrastructure issues, performance degradation
Product	Feature requests with significant demand, design decisions, workflow gaps
Security	Data access concerns, vulnerability reports, compliance questions
Billing/Finance	Refund requests, contract disputes, complex billing adjustments

Duplicate Detection

Before creating a new ticket or routing, check for duplicates:

1. Search by symptom: Look for tickets with similar error messages or descriptions
2. Search by customer: Check if this customer has an open ticket for the same issue
3. Search by product area: Look for recent tickets in the same feature area
4. Check known issues: Compare against documented known issues

If a duplicate is found:

• Link the new ticket to the existing one
• Notify the customer that this is a known issue being tracked
• Add any new information from the new report to the existing ticket
• Bump priority if the new report adds urgency (more customers affected, etc.)

Auto-Response Templates by Category

Bug — Initial Response

Thank you for reporting this. I can see how [specific impact]
would be disruptive for your work.

I've logged this as a [priority] issue and our team is
investigating. [If workaround exists: "In the meantime, you
can [workaround]."]

I'll update you within [SLA timeframe] with what we find.

How-to — Initial Response

Great question! [Direct answer or link to documentation]

[If more complex: "Let me walk you through the steps:"]
[Steps or guidance]

Let me know if that helps, or if you have any follow-up
questions.

Feature Request — Initial Response

Thank you for this suggestion — I can see why [capability]
would be valuable for your workflow.

I've documented this and shared it with our product team.
While I can't commit to a specific timeline, your feedback
directly informs our roadmap priorities.

[If alternative exists: "In the meantime, you might find
[alternative] helpful for achieving something similar."]

Billing — Initial Response

I understand billing issues need prompt attention. Let me
look into this for you.

[If straightforward: resolution details]
[If complex: "I'm reviewing your account now and will have
an answer for you within [timeframe]."]

Security — Initial Response

Thank you for flagging this — we take security concerns
seriously and are reviewing this immediately.

I've escalated this to our security team for investigation.
We'll follow up with you within [timeframe] with our findings.

[If action is needed: "In the meantime, we recommend
[protective action]."]

Using This Skill

When triaging tickets:

1. Read the full ticket before categorizing — context in later messages often changes the assessment
2. Categorize by root cause, not just the symptom described
3. When in doubt on priority, err on the side of higher — it's easier to de-escalate than to recover from a missed SLA
4. Always check for duplicates and known issues before routing
5. Write internal notes that help the next person pick up context quickly
6. Include what you've already checked or ruled out to avoid duplicate investigation
7. Flag patterns — if you're seeing the same issue repeatedly, escalate the pattern even if individual tickets are low priority