Getting Started with Triage Agent
Meet your new AI-powered service team! Triage Agent is conversational service AI, designed to triage, respond to, and even resolve incoming chat or email service requests with efficiency and speed.
In this guide, we’ll explore the capabilities of your AI Service Desk and guide you through the setup to help your Triage Agent start making an impact right away.
What is the Triage Agent?
- Auto Responder: Responds instantly to any new service request over chat or email, ensuring your customers always receive an immediate reply.
- Auto Triage: Gathers essential information from customers to understand the issue’s scope, prioritize, and categorize requests before routing them to your service desk. This streamlines the process and saves time for both you and your customers.
- Auto Resolve: After gathering information, they can respond to a customer and suggest a resolution or trigger automation in RPA tools to resolve requests end-to-end. Once resolved, Triage Agent confirm with the customer and close the ticket in your PSA system.
How does it work?
Your customers want quick responses—and waiting can lead to frustration. Delays not only risk customer satisfaction but also increase the effort required to gather information and resolve issues.

Enter Triage Agent. Working 24/7, it instantly engage with customers, collect the details your team needs, and can even solve specific requests autonomously. The result? Smoother workflows, more efficient techs, happier customers, and a more profitable service desk.

Let’s get your Triage Agent set up and ready to revolutionize your customer service!