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AI ticket triage agent

Urgent requests first, routine ones drafted.

Support triage is an AI ticket triage agent. It reads today's new support requests, sorts each one into urgent, needs a person today or routine using your help notes, and saves a Gmail draft reply for every routine request a note answers. It never sends. Then it posts one Slack list of every request and what happened to it.

Support triageLive
  1. 09:00Schedule fired
  2. 09:00Read 10 new requests
  3. 09:00Read the help notes and routing rules
  4. 09:01Saved 6 Gmail drafts · none sent
  5. 09:01Posted list · 4 urgent, 6 routine
The problem

Why does the support queue bury urgent requests?

Because requests arrive in order, not in order of urgency. An outage report lands between a password reset and a seat change, and whoever works the queue reaches it when they reach it. Meanwhile half the queue asks questions your help notes already answer, typed out again by hand every time.

Without it

  • An outage report sitting under ten password resets.
  • The same answer typed out by hand again.
  • Pricing questions answered by whoever is free.
  • Nobody sure what came in today.

With Support triage

  • Every request sorted by urgency, before the day starts.
  • Routine replies drafted from your own help notes.
  • Urgent and sensitive requests left for a person.
  • Nothing sent until someone presses send.
How it sorts

How does AI ticket triage sort requests?

Three levels from your own routing rules, and a last line for anything that didn't go to plan.

  1. 01

    Urgent

    Outages, data exposure, security reviews, legal documents and pricing requests. Never drafted; flagged with the reason.

    • Outage
    • Security review
    • Pricing
  2. 02

    Needs a person today

    Anything no help note clearly answers, or answers only in part. Never drafted.

    • No matching note
    • Partial answer
  3. 03

    Routine

    Questions a help note answers clearly. Each gets a Gmail draft to the sender, from that note alone.

    • Seats
    • Passwords
    • How-to
  4. 04

    Failures and leftovers

    A draft that failed twice, or requests left over from a very large day, are listed on the last line.

    • Failed drafts
    • Left over
How it works

How does AI ticket triage work?

Every run follows the same five steps, then posts one list. It drafts, never sends, and only the last two steps write anything.

  1. 1

    Finds today's requests

    Every new request: customer, sender, subject and message.

    Tables queryReads
  2. 2

    Reads your help notes

    The routing rules, and the note that answers each request.

    Document searchReads
  3. 3

    Sorts each request

    Outages, data exposure, security reviews, legal and pricing are urgent.

    Document searchReads
  4. 4

    Drafts the routine replies

    To the sender only, from one help note, under 120 words.

    GmailDrafts
  5. 5

    Posts the list

    Every request with its level, and its draft or why a person is needed.

    SlackPosts
When it runs
  • ScheduleWeekdays at 9:00, after the morning export
  • @mention@support-triage sort what came in since lunch
  • WebhookRun when your help desk calls its webhook with a new export
See it in Arclyx

From one sentence to a sorted queue.

Describe the job, let Arclyx draft the agent, test it once on your real requests, create it, then read what lands in #support. Every routine request has a draft waiting in Gmail.

Paste the sentence. Arclyx picks the tools it needs and asks what it can't work out.

New agent

What should it do?

Every weekday at 9, sort today's new support requests into urgent, needs a person or routine using our help notes, save a Gmail draft reply for each routine one a help note answers, never send anything, and post the list to #support.

Tools it can use
  • Tables query
  • Document search
  • Gmail
  • Slack
What should it never draft a reply to?
Outages, data exposure, security, legal and pricing
Answers picked for you

It writes the instructions, and you sign in to each tool once. Nothing runs until you say so.

New agent
  • Reading your description
  • Writing the instructions
  • Picking the tools

Support triage

Draft · ready to test

  • Tables query
  • Document search
  • Gmail
  • Slack

Runs Weekdays, 9:00

Try it once as a dry run. It reads your real tools, and what it would post is shown to you, not posted.

Support triage · Try it
Passed
  1. Round 1Finds today's requestsTables · Query
  2. Round 2Reads your help notesDocuments · Search ×2
  3. Round 3Sorts each requestDocuments · Search ×3
  4. Round 4Drafts the routine repliesNot sent, dry runGmail · Create draft ×6
  5. Round 5Posts the listNot sent, dry runSlack · Post

Once it's created, the output lands where you said, with a source for every item.

#support
Support triageSupport triage · 4 urgent, 0 need a person, 6 routine
  • Customer A · Urgent · no draft

    Everything failing since last night.

    An outage. Page the on-call engineer.

    ↗ example-a.com/support-inbox
  • Customer B · Urgent · no draft

    Possible personal data in an automated message.

    Possible data exposure. Needs a person today.

    ↗ example-a.com/support-inbox
  • Customer E · Urgent · no draft

    Asking for education pricing.

    A pricing request. Needs the account's CSM.

    ↗ example-a.com/support-inbox
  • Customer F · Routine · draft saved

    Wants to add 4 seats.

    Draft saved from help note H-01, addressed to the sender only.

    ↗ example-a.com/help-notes
  • Customer G · Routine · draft saved

    Asks how to reset a password.

    Draft saved from help note H-05. A person reviews it and sends it.

    ↗ example-a.com/help-notes

10 requests · 6 drafts saved in Gmail · nothing sent

Who it's for

One sort, four teams.

The same morning list answers a different question for each person who works the queue.

  • 01

    Support agents

    Routine replies waiting as drafts, ready to check and send.

  • 02

    Support leads

    Every urgent request flagged with why, before 9:15.

  • 03

    On-call engineers

    Outage reports at the top, not buried in the queue.

  • 04

    Customer success

    Pricing requests flagged for a person, never drafted.

Set it up

How do you triage support tickets with AI?

Write down what counts as urgent and keep answers to common questions as help notes. Then give an AI agent today's requests: it sorts each one, drafts replies only where a note clearly answers, and leaves the rest for a person. Nothing is sent without you. In Arclyx that's five steps, starting with one sentence.

The sentence that built it
“Every weekday at 9, sort today's new support requests into urgent, needs a person or routine using our help notes, save a Gmail draft reply for each routine one a help note answers, never send anything, and post the list to #support.”
Schedule · Weekdays, 9:00
  1. 1

    Describe the job

    One sentence: which requests, what counts as urgent, and where the list goes.

  2. 2

    Upload requests and notes

    Today's requests as a CSV table, and your help notes and routing rules as a document.

  3. 3

    Connect Gmail

    The agent gets only the tool that creates drafts, so it can't send or delete mail.

  4. 4

    Watch a dry run

    Optional. See the sort and every draft it would save before anything is saved or posted.

  5. 5

    Schedule it

    Weekdays at 9:00, or @mention it when the queue fills up.

Or start from one of these sentences

  • Urgent only

    “Every hour on weekdays, check new support requests and post only the urgent ones to #on-call with the reason.”

  • Straight to me

    “Every weekday at 9, sort today's support requests by our help notes, draft the routine replies in Gmail and send me the list.”

  • End of day

    “Every weekday at 17:00, sort requests that came in after 9 and draft the routine replies so they're ready in the morning.”

  • Billing queue

    “Every weekday at 9, sort today's billing requests, draft replies from our billing notes and flag every refund request for a person.”

Compared

AI ticket triage vs filters and triggers.

Reading by hand, Gmail filters and help desk triggers each cover part of the job. Here is what each one does, and doesn't, do.

What you needBy handGmail filtersHelp desk triggersSupport triage
How it decidesSomeone reads each oneSearch criteria you setConditions you setReads the message against your help notes
What it doesReplies one by oneLabels, archives, stars or forwardsUpdates the ticket, sends notificationsSorts, and drafts the routine replies
Leaves sensitive requests aloneIf the reader spots themNoOnly with a rule for eachYes: never drafts for them
Sends anythingYou doForwards, if you set itNotifications, as setNever: drafts wait for a person
What you getA queue, eventuallyLabelled mailUpdated ticketsOne Slack list and Gmail drafts

Source: Gmail Help: create rules to filter your emails, checked 24 October 2026. Source: Zendesk help: about triggers and how they work, checked 24 October 2026.

Safe by design

Is it safe to let an AI agent near your support inbox?

It reads your requests and help notes, can only draft in Gmail, and never sends. Every run is recorded and has a spend ceiling by default.

Every run is recorded

  • Every step, in order

    Every run records the tools it called, with a short preview of each result. Only the person who started a run can open its content.

  • Every request, accounted for

    The list names every request with its level, and counts drafts, failures and leftovers.

  • What each run cost

    Tokens and cost are recorded per run and per agent, next to your plan's limits.

  • A spend ceiling, on by default

    Each run has a dollar ceiling unless you remove it. A run stops before it goes over it, and tells you.

It can

  • Read the tables and documents you can access in Arclyx
  • Create Gmail drafts addressed to a request's sender
  • Post to one Slack channel you name, message you, or email you

It can't

  • Send, delete or label email
  • Draft for urgent or sensitive requests
  • Change your tables or help notes
  • Email anyone but you
Questions

AI ticket triage, answered.

What is AI ticket triage?

Sorting incoming support requests by how fast they need a person, done by an AI agent that reads each message rather than matching keywords. Support triage adds a step: for the routine ones your help notes already answer, it writes the reply as a draft.

Does it send replies to customers?

No. Its only Gmail tool creates drafts, so it can't send. Every draft waits in your Drafts folder until a person reads it and presses send. The Slack list says how many drafts it saved.

Which requests does it never draft for?

Anything urgent or sensitive: an outage, a report that data was exposed, a security review, a legal document or a pricing request. Those go to a person with the reason, and so does anything no help note clearly answers.

What goes into a draft?

Only the answer from the one help note that fits, under 120 words, to the sender of that request and no one else, with 'Re:' and the original subject and your team's sign-off. It doesn't invent policies, prices or promises.

What if a help note only partly answers a request?

It marks the request 'needs a person today' and doesn't draft. A partial answer from an agent is worse than a short wait for the right person.

Where do the requests come from?

An export of today's new requests, uploaded to Arclyx as a CSV table with the request, customer, sender, subject and message. Any help desk that exports to CSV works. Your help notes are one document.

Can I change what counts as urgent?

Yes. The urgent list lives in the sentence and the help notes' routing rules. Add a category, such as cancellation requests, and the next run sorts by it.

Do I need to write code?

No. Describe the job in one sentence. Arclyx drafts the agent, you upload your requests and help notes and sign in to Gmail once, and you can watch a dry run: the drafts it would save are shown to you, not saved.

More agents

Last updated 25 October 2026

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