Service guides / AI automation
Input checklist · AI automationSupport ticket triage: input checklist
Prepare a small, representative source pack. Start with redacted tickets and escalation categories and plan a prioritised support queue.
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The project in view
- Start with
- redacted tickets and escalation categories.
- Proposed result
- a prioritised support queue.
- A decision to resolve
- urgent issues with vague wording.
This is a planning example. It does not describe a completed client engagement.
Input checklist for this project
- Start with redacted tickets and escalation categories. Keep file names and revision dates intact.
- Include an example that demonstrates urgent issues with vague wording.
- Share anonymised samples for initial discussion and identify the owner of the originals.
Questions to answer together
- Which source is authoritative, and which version applies?
- Can a complete example and an incomplete example be supplied?
- Who can approve sharing the files and explain their fields?
What to have at the end
An input register with file names, versions, owners and missing information.
Record the decision on urgent issues with vague wording alongside the source material. If it is still unresolved, identify who can answer it and what work depends on the answer.
Prepare your enquiry
Use this as a starting point. Add your current process, available examples and constraints before sharing.
Send your completed brief to hello@iansamonte.com or visit the main page to discuss your project.