Use this when new tickets arrive, the queue needs ordering, or nobody
knows what burns first. Priority, routing, and escalation judgment with
reasons.
What you need first
The ticket text plus channel, the customer's history and sentiment, order
or account records, and the open queue for dup checks.
Read, rank, route, save
- Read the ticket for impact and feeling: who is hurt, how many, is money,
data, or safety involved, and how angry or at-risk the customer sounds.
- Assign the priority with the reason in one line. P1 is an outage, data
loss, a security or fraud event, imminent safety harm, or a VIP down; P2
is a broken core flow with a painful workaround; P3 is a single-customer
defect or a how-to with a path; P4 is a question, request, or feedback
with nothing broken. Rank against the open queue by impact, affected
count, SLA clock, and money, security, or compliance weight — the clock
starts at first customer contact and carries across handoffs, so a
breached or near-breach case outranks new arrivals. Check the open queue
for duplicates and link them, and log a category so trends surface
later.
- Route each ticket: simple FAQs go through the macro fast lane (canned
reply plus instant ack with expected reply time), answer now,
troubleshoot first, send to billing for money asks, escalate to a human
with a repro doc when sentiment is hot, legal or safety words appear, or
the ask exceeds the approval limit — or park as feedback with a thank-you
draft.
- Show the ordered queue with priority, reason, route, and owner, take one
round of edits, then save it as the day's work list.
Output
The ranked queue above plus escalation docs for anything routed up. Offer to
draft the first replies when Gmail or Slack is connected, as drafts they
approve first.
When the records are thin
Thin records mean a shorter confident list, not padded priorities. Say which
record would settle each UNKNOWN.