> ## 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 Triage and Routing

> Accurately assigns and prioritizes tickets, ensuring faster resolutions and smoother team handoffs.

<Frame>
  <img src="https://mintcdn.com/cassidy/MZZYXYVeCvthpwjt/images/use-cases/ticket-triage-and-routing-img-0.png?fit=max&auto=format&n=MZZYXYVeCvthpwjt&q=85&s=1875915221b3ab077b64733497836782" alt="Ticket Triage and Routing" width="1920" height="1080" data-path="images/use-cases/ticket-triage-and-routing-img-0.png" />
</Frame>

## What does this mean?

Ensures accurate assignment and clear ownership so the right people engage sooner—reducing misroutes and backlog, improving SLA performance, and smoothing handoffs across teams.

Pulls new tickets from your help desk (e.g., Zendesk, Intercom), detects intent, product, entitlement, and urgency, then applies consistent prioritization and routes or escalates to the appropriate queue or specialist.

## Workflow steps

<Steps>
  <Step title="Trigger on new ticket">
    The Workflow activates automatically when a new ticket arrives in your help desk—whether from Zendesk, Intercom, or another connected support platform.
  </Step>

  <Step title="Analyze ticket content">
    Cassidy reads the ticket details and uses your company's Knowledge Base and support guidelines to detect intent, identify the relevant product or service, check customer entitlement, and assess urgency.
  </Step>

  <Step title="Apply prioritization logic">
    The Workflow applies consistent prioritization rules to categorize the ticket by severity and type, ensuring every request is handled according to the same standards.
  </Step>

  <Step title="Route or escalate">
    Based on the analysis, the Workflow automatically assigns the ticket to the appropriate queue or specialist. High-urgency or complex issues are escalated to senior team members, while standard requests flow to the right support tier.
  </Step>

  <Step title="Update help desk and notify team">
    The Workflow logs the triage decision back to your help desk with correct ownership, priority, and category tags—then notifies the assigned team member so they can engage immediately.
  </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>
