Ticket Triage Explained

Every emergency room department has its own triage rules, but most group patients into one of five levels:

1. Resuscitation
2. Emergent
3. Urgent
4. Less Urgent
5. Non-Urgent

Anyone who needs resuscitation automatically gets moved to the front of the line. Emergent cases come next (usually people who are experiencing heart or brain-related issues), followed by urgent cases (serious or complex issues, that don’t have to be dealt with right this second), and then non-urgent cases. Similarly, prioritizing tickets in support involves assessing urgency, impact, and the effort required to resolve each ticket.

A hospital’s ability to properly classify patients when they walk through the door allows it to be as efficient and effective as possible. The same goes for your call center, customer service automation, or help desk triage process. Here, incoming support tickets, incoming requests, and customer inquiries are the main items being triaged to ensure efficient support operations.

While you might not have as much on the line as an emergency room, your approach should be just as intentional and strategic. Some tickets require immediate attention, while others are far less urgent and can be fit into your schedule as space allows. The effort required to resolve different tickets is a key factor in prioritization. Using data from similar tickets can also help with triage decisions and accuracy. High priority tickets, urgent issues, and critical issues should be addressed first low priority and low priority tickets can be managed more flexibly and addressed after more pressing concerns.

Ticket triage matters because support teams can prioritize and categorize incoming tickets effectively so urgent issues are addressed quickly and customer satisfaction and loyalty improves.

Proper ticket triage matters for many reasons. The more you adopt a systematic approach to directing support tickets the more you’ll get these benefits:

Confidence

This is an underappreciated benefit of ticket triaging, but it’s very important. When tickets are properly routed to the correct support agents and departments, it gives way to confidence.

From a top-down perspective, management gains more confidence that support is being handled properly. From an employee perspective, there’s a greater sense of confidence that you’re being properly utilized in your role.

Productivity

Good ticket triaging results in greater efficiency. And greater efficiency results in more productivity. This ultimately gives your organization the ability to do more with less. When you consider that a growing business also sees growing tickets, having a highly productive approach bodes well for the scalability of your operations.

Speed

Automatic ticket triaging helps resolve tickets faster. In some cases, you can even solve simple issues in a minute or in real time. Not only does this enhance your productivity, but it makes customers happy.

Less frustration

When your support desk is loaded with an endless stream of support tickets, everyone becomes frustrated. Customers are angry because their tickets aren’t being solved as quickly as they’d like for the topic or urgency. Employees are stressed because they have no time to catch their breath.

Management is frustrated because things are moving at a slow pace. It’s tough on everyone! But with the proper triage of tickets, everything flows much faster. This reduces frustration, improves customer sentiment, and eliminates the emotional component.

Trend identification

Efficient triaging in an AI service desk does more than just assign tickets to the right department or support rep. It also tracks tickets and helps identify major trends. Analyzing customer feedback is crucial in this process, as it helps uncover recurring issues and improves ticket categorization. From an organizational perspective, this shows you which issues are most resource-intensive and which ones are simple fixes. Over time, you can iterate your strategy and tier of support for greater efficiency and productivity.

Improved CSAT

Truth be told, nothing matters more than customer service metrics, specifically CSAT (Customer Satisfaction). If your customers are happy, they’re going to be loyal. And if customers are loyal, it’s easy to grow your revenue and scale predictably. One of the big perks of ticket triaging, along with customer support automation, is that customers come out feeling happier and more satisfied.

These are just some of the benefits you enjoy when you start taking ticket triaging seriously. The reality is that it will have a positive impact on every aspect of your business, impacting everything from sales to customer support agents.

The ticket triage process is all about managing a multitude of support tickets that come into your help desk or service desk. These can be incident tickets, service request tickets, change request tickets, problem tickets, task tickets, feature request tickets, escalation tickets, bug report tickets, complaint tickets, outage tickets, inquiry tickets, account management tickets, follow-up tickets, internal IT support tickets, and security incident tickets. Each type of support request has its own level of priority, complexity, and expertise.

By categorizing support tickets as they come in, support teams can prioritize tickets based on impact and urgency, allocate resources better, and route tickets to the right team members. This structured triage process means high priority issues get addressed quickly, while lower-priority tickets get managed efficiently, reducing ticket backlogs and improving customer satisfaction. Ultimately, understanding and managing the different types of support requests is key to delivering great customer service and higher customer satisfaction.

The ticket triage process involves managing many different types of support requests, each with varying levels of urgency and complexity. Here are some examples:

• Incident Tickets – For unplanned service interruptions or system failures.
• Service Request Tickets – For routine requests like access, installations, or information.
• Change Request Tickets – For planned modifications to systems or services.
• Problem Tickets – For identifying and resolving the root cause of recurring incidents.
• Task Tickets – For predefined support tasks or internal actions.
• Feature Request Tickets – For customer suggestions to improve functionality.
• Escalation Tickets – For issues that require attention from higher-level support or management.
• Bug Report Tickets – For software defects or technical errors.
• Complaint Tickets – For customer dissatisfaction or service concerns.
• Outage Tickets – For system or service-wide downtimes.
• Inquiry Tickets – For general questions or requests for information.
• Account Management Tickets – For changes to user profiles, permissions, or access.
• Follow-Up Tickets – For checking in on previously resolved or pending issues.
• Internal IT Support Tickets – For employee-facing technical issues.
• Security Incident Tickets – For breaches, vulnerabilities, or suspicious activity.

Having the right ticket triaging system in place matters. The question is, where do you start? Here are several helpful tips that will allow you to move forward with selecting a right ticket triage platform:

1. Think in Terms of the Eisenhower Matrix

It helps to think about the ticket triaging process through the lens of the Eisenhower Matrix. If you’ve never seen this matrix, it’s basically a 2×2 box that’s split into two rows and two columns. The two columns are labeled Urgent and Not Urgent (from left to right), while the two rows are labeled Important and Not Important (from top to bottom).

Any ticket that enters your support desk should fit into one of the four boxes (urgent/important, not urgent/important, urgent/not important, or not urgent/not important). Based on where it falls, you either address incoming tickets immediately, schedule immediately, schedule as able, or ignore them.

While you’re obviously not going to manually run every single customer support ticket through the Eisenhower Matrix, it’s helpful to have this framework in your mind as you develop workflows and processes for support teams, especially when incorporating help desk automation It’ll help you divide between high-priority and lower-priority tasks.

2. Observe the 80/20 Rule

The 80/20 Rule is a universal principle that says 20 percent of the inputs typically produce 80 percent of the outputs. This is true whether you’re creating a workout regimen or trying to manage IT and support issues and tickets for your business.

With a support ticket, the goal of managing tickets should always be to the other 80 percent of tasks that are a waste of your time. This ensures most of your ticket management is hands-off, while you’re manually addressing the ones that matter most to the product team.

While this makes sense on an intrinsic basis, it can help to put some dollars and cents behind it. Research shows that self-serviced tickets cost an average of $2 to handle, while tickets that require IT support cost $104 on average. And if a ticket requires field support, you’re looking at an average of $221. By addressing the simplest tasks of customer queries via automation, you can save $100 or more per ticket!

3. Track and Utilize Data

You know what they say – assumptions make an…well, you get the picture. If your ticket triage process prioritizes tickets, routing tickets, and ticket priority is based on assumptions, prepare for inefficiencies, bottlenecks, and lots of frustration. In order to thrive, you must let the data tell you what to do.

Make sure you’re constantly tracking data and using it to help iterate your workflow and processes. If the data says you’re off, you’re off – it’s as simple as that! Data doesn’t lie. Your opinions and preconceived notions do.

4. Allocate Agents and Define Roles

Getting the ticket to the right person requires you to have the right person trained to direct a support ticket and wait for the ticket to arrive. In other words, it doesn’t matter if you send a ticket to the “network connectivity bucket” if there’s nobody there who is equipped to handle it.

To ensure your triaging works, allocate agents to the right team and define roles. The support team plays a crucial role in managing and resolving support tickets efficiently. Every person on the team should know what tasks they’re responsible for, as well as what other people are responsible for. This eliminates confusion and gives the engineering team and everyone a more complete picture of what’s happening at all times.

5. Streamlining Ticket Triage with AI

If all of this sounds like a lot, that’s because it is. If you attempt to tackle ticket triaging with a manual approach, you will fail. It’s imperative that you automate with machine learning models and streamline to lower the number of inputs required and to reduce the risk of human error. The best way to do this is through the implementation of AI ticket triage and AI service desk platforms.

Service Level Agreements (SLAs) are the foundation of the ticket triage process, setting out what should happen and by when support tickets should be acknowledged and resolved. SLAs define response times and resolution targets for different types of tickets, so support teams can prioritise tickets and focus on the high-priority ones that need attention right away.

By following SLAs, support teams can be accurate in automated ticket resolution, allocate resources where they are needed most, and ensure customer support meets or exceeds expectations. Well-defined SLAs also help reduce ticket backlogs by keeping the support process on track and making sure no ticket is left unattended. Plus, SLAs provide a framework for measuring performance, identifying areas for improvement, and optimising the triage process to deliver great customer service and customer satisfaction.

Clear Communication in Ticket Triage

Clear communication is vital throughout the ticket triage process. Support agents must keep customers informed about the status of their support tickets, provide timely updates, and set realistic expectations for resolution. This transparency not only boosts customer satisfaction but also helps manage customer issues more effectively.

Within support teams, clear communication ensures that tickets are handed off smoothly between agents and other teams, such as those handling technical issues or complex cases. Documenting the ticket resolution process and sharing insights helps everyone learn from past tickets and improves future triage efforts. By prioritizing clear, consistent communication, organizations can reduce misunderstandings, speed up response times, and deliver high-quality customer support—even when dealing with complex issues.

Aisera’s Agent Assist emerges as an advanced solution tailored for organizations at various stages of growth, grappling with high volumes of service tickets. This system utilizes sophisticated AI-driven automation to efficiently classify and route tickets, thereby improving resolution times markedly. Incorporating AI employee experience through seamless ticket automation directly contributes to enhanced productivity organization-wide.

Aisera Assist not only classifies and routes tickets efficiently but also enhances ticket deflection. By automating responses to common inquiries, the system reduces the volume of tickets that require direct human intervention, thereby streamlining support operations and improving resolution times.

Some of the specific features and benefits of Aisera’s ticket triage process include:

• Auto-resolve support requests across channels
• Automatically assign and route tickets and cases to the right agents
• Recommend next-best-actions for ticket and case resolution
• Automate knowledge resolution and ticket/case resolution notes
• Agent coaching with AI-driven recommendations

With Aisera Ticket AI, every repetitive and time-consuming process can be automated for maximum efficiency, and with AI assistance, the proper IT, HR, and customer service teams are only sent tickets that align with their skills and abilities.

Best of all, anything that can be addressed using existing knowledge articles, templates, or past tickets or case resolutions is automatically resolved without any human involvement. If you’re interested in seeing how Aisera can elevate your service, employee, and customer experiences while reducing service costs, request a custom AI demo today!

To improve ticket triage, support teams need to measure their success with key performance indicators (KPIs). Key metrics are response time, ticket resolution rate, customer satisfaction scores and the size of the ticket backlog. By tracking these KPIs, support operations can see trends, spot bottlenecks, and make data driven decisions to refine the triage process.

By regularly reviewing these metrics support teams can optimise resource allocation, prove their value to the business, and ensure customer support is always getting better. Continuous learning and process improvement is key to high customer satisfaction and a smooth-running support function.

The ticket triage process is being transformed by Agentic AI, ITSM ticketing systems, and emerging automation technologies. Agentic AI systems are autonomous support agents that can route and prioritise tickets, execute tasks, learn from interactions and collaborate with human agents when needed. These agents use advanced natural language understanding and real-time reasoning to drive context aware triage.

Modern ITSM platforms now have AI assistant and machine learning (ML) models that predict ticket volumes, detect anomalies, dynamically classify and assign tickets based on urgency, historical data and sentiment analysis. By automating low level tasks and orchestrating multistep workflows across systems, these technologies reduce resolution time and improve the end-user experience.

As organizations adopt leveraging Agentic AI in ITSM, ticket triage is moving from a reactive support function to a proactive intelligent service layer – improving operational efficiency, increasing employee productivity, and delivering customer satisfaction at scale.

Best of all, anything that can be addressed using existing knowledge articles, templates, or past tickets or case resolutions is automatically resolved without any human involvement. If you’re interested in seeing how Aisera can elevate your service, employee, and customer experiences while reducing service costs, request a custom AI demo today!