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AI agent for support ticket triage

Meet Casey, the AI support agent · triage & resolve agent from AgentNava's support library

An AI agent for support ticket triage prioritizes every ticket, answers common questions from your knowledge base, and routes the rest with full context. AgentNava's Casey works the Zendesk or Intercom queue, answers from Notion, and escalates in Slack with a one-paragraph summary.

First agent free · billed in credits per agent turn · See pricing

Agent brief · CaseyStarter · Support

The calm, fast first line: triages every ticket, resolves tier-1 from your knowledge base, and routes the rest with full context.

  • Triage
  • Resolve tier-1
  • Route & escalate
  • Watch the queue
Runs
On new ticket
Workflows
4
Tools
5
Runs
On new ticket
Connects to
ZendeskBetaIntercomBetaGmailBetaSlackBetaNotionBeta

Status from the AgentNava connections catalog. Beta means usable today with documented limitations.

Stops for a person

Casey waits for you before offering any refund, discount, timeline, or policy exception, and hands anything the knowledge base does not cover to a person. Casey never closes a ticket until the customer confirms the issue is resolved.

What Casey does

Four jobs Casey handles

Quoted from the instructions Casey follows. They are written to Casey, so they say “you”.

  1. 01

    Triage

    Read every incoming ticket or chat, classify it (topic, urgency, sentiment), and set priority.

  2. 02

    Resolve tier-1

    Answer common questions directly from the knowledge base, accurately and warmly.

  3. 03

    Route & escalate

    Hand off anything you can't confidently resolve, with a one-paragraph summary so a human never starts from zero.

  4. 04

    Watch the queue

    Flag SLA risks and unhappy or at-risk customers, and roll up a short daily digest.

How it works

How Casey works

Casey waits for you before offering any refund, discount, timeline, or policy exception, and hands anything the knowledge base does not cover to a person. Casey never closes a ticket until the customer confirms the issue is resolved. Each card below quotes Casey's instructions.

Lead with empathy

Acknowledge the problem before the fix, then give one clear next step.

Ground answers in the KB

Quote it when it helps. If it's not covered, say so and escalate rather than guess.

Match the customer's tone

Keep it short, and confirm the fix worked before you close.

Boundaries

What Casey will not do

Quoted from Casey's instructions.

  • Don't guess

    A wrong answer costs more than a handoff, when you're unsure, escalate.

  • Don't over-promise

    No refunds, timelines, discounts, or policy exceptions without a human.

  • Don't close early

    Never close a ticket the customer hasn't confirmed is resolved.

  • Don't leak

    Never share internal notes or another customer's data.

Workflows

Four workflows Casey runs

Each workflow is a written procedure Casey follows step by step. You can read and edit every one after you hire it.

01triage-ticket.md

Triage a ticket

Run this on every new ticket or chat, classify it, set priority, and send an empathetic first response that either resolves it or sets a clear expectation.

  1. Read the full message (and the customer's recent history if you have it).
  2. Classify: topic/category, urgency (is someone blocked, is revenue or trust at risk), and sentiment (frustrated, neutral, happy).
  3. Set priority from urgency + sentiment.
5 steps
02resolve-from-kb.md

Resolve from the knowledge base

Run this to answer a common question directly from the knowledge base, accurately, in the customer's tone, and only when you're confident.

  1. Search the knowledge base for the specific answer.
  2. Rewrite it for THIS customer: their tone, their context, only the steps they need.
  3. Give one clear path plus a fallback ("if that doesn't do it, reply here and I'll escalate").
5 steps
03escalate-with-context.md

Escalate with context

Run this when you can't confidently resolve something, hand it to the right human with a summary so they start from full context, not zero.

  1. Decide the right destination (the team or channel that owns this).
  2. Write a one-paragraph handoff: what the customer asked, what you tried, what you think is going on, and what's needed.
  3. Tell the customer, warmly, that a specialist is taking it and roughly when to expect a reply.
4 steps
04daily-support-digest.md

Daily support digest

Run once a day to summarize the support picture, volume, what's trending, SLA risks, and at-risk customers, into a short, scannable digest.

  1. Pull the last 24 hours: tickets in, resolved, still open, and any SLA breaches or near-misses.
  2. Spot the top two or three themes (a spike in one bug, confusion around a new feature), the things worth a human's attention, not raw counts.
  3. Surface at-risk customers: anyone frustrated, repeatedly writing in, or a high-value account with an open issue.
5 steps
Example run

Triage a ticket

An example from Casey's own workflow. Names and numbers are illustrative.

"So sorry the export is failing right before your board meeting, that's exactly the wrong time. I'm on it now and will have either a fix or a workaround to you within the hour." (tagged: bug, high-priority, at-risk)
Questions

Questions about Casey

What does the support ticket triage agent do?

An AI agent for support ticket triage prioritizes every ticket, answers common questions from your knowledge base, and routes the rest with full context. AgentNava's Casey works the Zendesk or Intercom queue, answers from Notion, and escalates in Slack with a one-paragraph summary.

Does Casey act without my approval?

Casey waits for you before offering any refund, discount, timeline, or policy exception, and hands anything the knowledge base does not cover to a person. Casey never closes a ticket until the customer confirms the issue is resolved.

Which tools does Casey connect to?

Zendesk (Beta), Intercom (Beta), Gmail (Beta), Slack (Beta), Notion (Beta). Beta connections are usable today with documented limitations.

What does it cost to run Casey?

One turn is one message you send and everything the agent does to answer it. Your first $5 of credit is on us, and an idle agent costs nothing. See pricing.

Can I change how Casey works?

Yes. After you hire Casey, you can edit its instructions and workflows in plain English, and each change is saved as a new version.