> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Ticket Context Enricher

> Enhances ticket resolution by providing agents with concise, source-linked summaries of requester profiles, conversation history, and account details.

<Frame>
  <img src="https://mintcdn.com/cassidy/cacUf6ckDT3AhwnO/images/use-cases/ticket-context-enricher-img-0.png?fit=max&auto=format&n=cacUf6ckDT3AhwnO&q=85&s=1d302d81df216d0dae156505ddebc7ab" alt="Ticket Context Enricher" width="1920" height="1080" data-path="images/use-cases/ticket-context-enricher-img-0.png" />
</Frame>

## What does this mean?

Agents resolve issues faster and with consistent tone and prioritization by seeing who the customer is, what matters to their account, and relevant history at a glance.

Pulls the requester’s profile, prior conversations, account details, plan, and company info from the help desk, CRM, and external enrichment sources, then attaches a concise, source-linked summary to each ticket.

## Workflow steps

<Steps>
  <Step title="Trigger on new or updated ticket">
    The Workflow activates automatically when a new ticket is created or updated in your help desk, capturing the requester's information and ticket details.
  </Step>

  <Step title="Pull requester profile and history">
    Cassidy retrieves the requester's profile from your help desk, including prior conversations, ticket history, and any notes or tags associated with their account.
  </Step>

  <Step title="Enrich with CRM and account data">
    The Workflow pulls additional context from your CRM—account details, plan type, company information, and any relevant flags like VIP status or open opportunities.
  </Step>

  <Step title="Generate context summary">
    Cassidy synthesizes all gathered information into a concise, source-linked summary that highlights who the customer is, what matters to their account, and relevant history.
  </Step>

  <Step title="Attach summary to ticket">
    The enriched context summary is automatically added to the ticket as an internal note or sidebar, giving agents instant visibility without switching between systems.
  </Step>
</Steps>

## Related

<CardGroup cols={2}>
  <Card title="Build and configure an Agent" icon="robot" href="/agents/build-and-configure">
    Create a custom Agent with tailored instructions and Knowledge Base access.
  </Card>

  <Card title="Set up your Knowledge Base" icon="book" href="/knowledge-base/setup">
    Add your company documents so Agents can reference them.
  </Card>
</CardGroup>
