客服工单分诊

标识: ticket-triage最新版本: 1.0.0安装 4 次更新于 2026-11-04
办公效率

从客户问题提取症状、影响和复现信息,评估优先级、推荐归属团队与首次回复。

在超级AI助理对话中安装/skill install ticket-triage

技能介绍

技能简介

把客户问题整理为结构化工单分诊建议,提取症状、影响和复现线索,辅助判断优先级、推荐处理团队并准备首次回复,适合客服与研发协同。

适用场景

新工单初筛;故障上报;账单和账号问题整理;升级处理前的信息准备。

使用方法
  1. 粘贴客户原始描述、错误信息和已有排查记录,提供实际影响范围。
  2. 补充产品模块、环境、发生时间、复现步骤及企业优先级或 SLA 规则。
  3. 核对分诊建议和待补信息,明确归属后再通过实际工单系统完成指派或状态变更。
参数与输入说明

可直接用自然语言说明这些选项;带代码样式的参数按实际工具定义处理。

参数或输入项 填写说明
问题与证据 客户原话、截图/日志、错误码和可复现步骤。
影响与紧急度 受影响人数、是否阻断业务、生产/测试环境及有无替代方案。
服务规则 已有优先级、SLA、处理团队和升级要求,未知项可标为待确认。
回复要求 语言、语气、可公开信息及不能承诺的时间点。
示例需求

根据这段客户反馈分诊:生产后台从早上开始白屏,影响 20 名管理员,暂无替代方式。整理待补信息、建议优先级、归属团队和首次回复,不承诺未经确认的恢复时间。

交付内容

工单摘要、分类与优先级建议、归属和升级线索、待补问题及首次回复草稿。

使用前提与注意事项
  • 未连接工单或知识库时,只依据提供的信息给出建议,无法验证重复工单及已知问题。
  • 不把建议当作已经派单,未知影响和 SLA 不应推断成事实。

使用说明

以下为技能最新版本的 SKILL.md 正文,智能体按其中的步骤完成任务。

平台使用说明

使用当前 Agent 已提供的文件、搜索、代码或业务工具完成任务,按实际可用能力选择路径。默认以中文回应,并遵循用户指定的语言和交付格式。

  • 接受用户在会话中提供的资料,或通过宿主已授权的文件工具读取其指定文件。需要检索、联网、数据库或业务账号时,先确认对应工具真实可用;没有连接器时,使用用户提供的文本或导出文件。
  • 文中的斜杠命令是任务示例,直接根据用户的自然语言请求启动同一流程即可;不要依赖 Claude 专属的插件命令或不存在的工具名称。
  • 不把示例中的实体、数字或工具结果当作用户事实,不虚构已读取、已执行、已发送或已发布。数据不足时说明缺项并完成现有资料支持的部分。
  • 如果任务需要计算或运行脚本,先确认代码运行环境及所需库。工具缺失时给出具体缺项;解释方法、生成草稿不等于已经运行计算。业务写入只使用真实存在且已经授权的工具。
  • 当前技能的资源路径均相对于本技能目录。运行脚本时从宿主提供的技能根目录解析绝对路径,用户资料与输出保存在工作目录,不写入技能资源目录。

没有工单或知识库连接时,接受用户粘贴的客户问题并给出分诊建议;相似问题检索、归属指派和状态变更只在实际工具存在时执行。未知客户影响和 SLA 标为待确认,不虚构已派单。

/ticket-triage

If you see unfamiliar placeholders or need to check which tools are connected, see CONNECTORS.md.

Categorize, prioritize, and route an incoming support ticket or customer issue. Produces a structured triage assessment with a suggested initial response.

Usage

/ticket-triage <ticket text, customer message, or issue description>

Examples:

  • /ticket-triage Customer says their dashboard has been showing a blank page since this morning
  • /ticket-triage "I was charged twice for my subscription this month"
  • /ticket-triage User can't connect their SSO — getting a 403 error on the callback URL
  • /ticket-triage Feature request: they want to export reports as PDF

Workflow

1. Parse the Issue

Read the input and extract:

  • Core problem: What is the customer actually experiencing?
  • Symptoms: What specific behavior or error are they seeing?
  • Customer context: Who is this? Any account details, plan level, or history available?
  • Urgency signals: Are they blocked? Is this production? How many users affected?
  • Emotional state: Frustrated, confused, matter-of-fact, escalating?
2. Categorize and Prioritize

Using the category taxonomy and priority framework below:

  • Assign a primary category (bug, how-to, feature request, billing, account, integration, security, data, performance) and an optional secondary category
  • Assign a priority (P1–P4) based on impact and urgency
  • Identify the product area the issue maps to
3. Check for Duplicates and Known Issues

Before routing, check available sources:

  • ~~support platform: Search for similar open or recently resolved tickets
  • ~~knowledge base: Check for known issues or existing documentation
  • ~~project tracker: Check if there's an existing bug report or feature request

Apply the duplicate detection process below.

4. Determine Routing

Using the routing rules below, recommend which team or queue should handle this based on category and complexity.

5. Generate Triage Output
## Triage: [One-line issue summary]

**Category:** [Primary] / [Secondary if applicable]
**Priority:** [P1-P4] — [Brief justification]
**Product area:** [Area/team]

### Issue Summary
[2-3 sentence summary of what the customer is experiencing]

### Key Details
- **Customer:** [Name/account if known]
- **Impact:** [Who and what is affected]
- **Workaround:** [Available / Not available / Unknown]
- **Related tickets:** [Links to similar issues if found]
- **Known issue:** [Yes — link / No / Checking]

### Routing Recommendation
**Route to:** [Team or queue]
**Why:** [Brief reasoning]

### Suggested Initial Response
[Draft first response to the customer — acknowledge the issue,
set expectations, provide workaround if available.
Use the auto-response templates below as a starting point.]

### Internal Notes
- [Any additional context for the agent picking this up]
- [Reproduction hints if it's a bug]
- [Escalation triggers to watch for]
6. Offer Next Steps

After presenting the triage:

  • "Want me to draft a full response to the customer?"
  • "Should I search for more context on this issue?"
  • "Want me to check if this is a known bug in the tracker?"
  • "Should I escalate this? I can package it with /customer-escalation."

Category Taxonomy

Assign every ticket a primary category and optionally a secondary category:

Category Description Signal Words
Bug Product is behaving incorrectly or unexpectedly Error, broken, crash, not working, unexpected, wrong, failing
How-to Customer needs guidance on using the product How do I, can I, where is, setting up, configure, help with
Feature request Customer wants a capability that doesn't exist Would be great if, wish I could, any plans to, requesting
Billing Payment, subscription, invoice, or pricing issues Charge, invoice, payment, subscription, refund, upgrade, downgrade
Account Account access, permissions, settings, or user management Login, password, access, permission, SSO, locked out, can't sign in
Integration Issues connecting to third-party tools or APIs API, webhook, integration, connect, OAuth, sync, third-party
Security Security concerns, data access, or compliance questions Data breach, unauthorized, compliance, GDPR, SOC 2, vulnerability
Data Data quality, migration, import/export issues Missing data, export, import, migration, incorrect data, duplicates
Performance Speed, reliability, or availability issues Slow, timeout, latency, down, unavailable, degraded
Category Determination Tips
  • If the customer reports both a bug and a feature request, the bug is primary
  • If they can't log in due to a bug, category is Bug (not Account) — root cause drives the category
  • "It used to work and now it doesn't" = Bug
  • "I want it to work differently" = Feature request
  • "How do I make it work?" = How-to
  • When in doubt, lean toward Bug — it's better to investigate than dismiss

Priority Framework

P1 — Critical

Criteria: Production system down, data loss or corruption, security breach, all or most users affected.

  • The customer cannot use the product at all
  • Data is being lost, corrupted, or exposed
  • A security incident is in progress
  • The issue is worsening or expanding in scope

SLA expectation: Respond within 1 hour. Continuous work until resolved or mitigated. Updates every 1-2 hours.

P2 — High

Criteria: Major feature broken, significant workflow blocked, many users affected, no workaround.

  • A core workflow is broken but the product is partially usable
  • Multiple users are affected or a key account is impacted
  • The issue is blocking time-sensitive work
  • No reasonable workaround exists

SLA expectation: Respond within 4 hours. Active investigation same day. Updates every 4 hours.

P3 — Medium

Criteria: Feature partially broken, workaround available, single user or small team affected.

  • A feature isn't working correctly but a workaround exists
  • The issue is inconvenient but not blocking critical work
  • A single user or small team is affected
  • The customer is not escalating urgently

SLA expectation: Respond within 1 business day. Resolution or update within 3 business days.

P4 — Low

Criteria: Minor inconvenience, cosmetic issue, general question, feature request.

  • Cosmetic or UI issues that don't affect functionality
  • Feature requests and enhancement ideas
  • General questions or how-to inquiries
  • Issues with simple, documented solutions

SLA expectation: Respond within 2 business days. Resolution at normal pace.

Priority Escalation Triggers

Automatically bump priority up when:

  • Customer has been waiting longer than the SLA allows
  • Multiple customers report the same issue (pattern detected)
  • The customer explicitly escalates or mentions executive involvement
  • A workaround that was in place stops working
  • The issue expands in scope (more users, more data, new symptoms)

Routing Rules

Route tickets based on category and complexity:

Route to When
Tier 1 (frontline support) How-to questions, known issues with documented solutions, billing inquiries, password resets
Tier 2 (senior support) Bugs requiring investigation, complex configuration, integration troubleshooting, account issues
Engineering Confirmed bugs needing code fixes, infrastructure issues, performance degradation
Product Feature requests with significant demand, design decisions, workflow gaps
Security Data access concerns, vulnerability reports, compliance questions
Billing/Finance Refund requests, contract disputes, complex billing adjustments

Duplicate Detection

Before creating a new ticket or routing, check for duplicates:

  1. Search by symptom: Look for tickets with similar error messages or descriptions
  2. Search by customer: Check if this customer has an open ticket for the same issue
  3. Search by product area: Look for recent tickets in the same feature area
  4. Check known issues: Compare against documented known issues

If a duplicate is found:

  • Link the new ticket to the existing one
  • Notify the customer that this is a known issue being tracked
  • Add any new information from the new report to the existing ticket
  • Bump priority if the new report adds urgency (more customers affected, etc.)

Auto-Response Templates by Category

Bug — Initial Response
Thank you for reporting this. I can see how [specific impact]
would be disruptive for your work.

I've logged this as a [priority] issue and our team is
investigating. [If workaround exists: "In the meantime, you
can [workaround]."]

I'll update you within [SLA timeframe] with what we find.
How-to — Initial Response
Great question! [Direct answer or link to documentation]

[If more complex: "Let me walk you through the steps:"]
[Steps or guidance]

Let me know if that helps, or if you have any follow-up
questions.
Feature Request — Initial Response
Thank you for this suggestion — I can see why [capability]
would be valuable for your workflow.

I've documented this and shared it with our product team.
While I can't commit to a specific timeline, your feedback
directly informs our roadmap priorities.

[If alternative exists: "In the meantime, you might find
[alternative] helpful for achieving something similar."]
Billing — Initial Response
I understand billing issues need prompt attention. Let me
look into this for you.

[If straightforward: resolution details]
[If complex: "I'm reviewing your account now and will have
an answer for you within [timeframe]."]
Security — Initial Response
Thank you for flagging this — we take security concerns
seriously and are reviewing this immediately.

I've escalated this to our security team for investigation.
We'll follow up with you within [timeframe] with our findings.

[If action is needed: "In the meantime, we recommend
[protective action]."]

Triage Best Practices

  1. Read the full ticket before categorizing — context in later messages often changes the assessment
  2. Categorize by root cause, not just the symptom described
  3. When in doubt on priority, err on the side of higher — it's easier to de-escalate than to recover from a missed SLA
  4. Always check for duplicates and known issues before routing
  5. Write internal notes that help the next person pick up context quickly
  6. Include what you've already checked or ruled out to avoid duplicate investigation
  7. Flag patterns — if you're seeing the same issue repeatedly, escalate the pattern even if individual tickets are low priority

版本记录

版本发布日期更新说明
1.0.02026-10-20-

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