Browse Tasks

Select category

Select category

Select category

Select category

Select Task

Select Task

Select Task

Select Task

Select Tasks

Select Industry

Agent Playbook

Browse agentic AI tasks that instruct LLMs to carry out specific jobs.
These can be integrated into existing workflows in your apps and tools.

Fintech

Marketplace

Insurance

Legal and Compliance

Engineering

Sales

Support

Claims Policy Verification

Claims Policy Verification

Claims Triage

Claims Triage

Claims Fraud Analysis

Claims Fraud Analysis

Customer Query Categorisation

Customer Query Categorisation

Policy Comparison

Policy Comparison

Damage Assessment from Images

Damage Assessment from Images

Insurance Needs Analysis

Insurance Needs Analysis

Policy Renewal Recommendation

Policy Renewal Recommendation

Claims Status Update

Claims Status Update

Compliance Documentation Check

Compliance Documentation Check

Claims Documentation Validation

Claims Documentation Validation

Query Triage and Escalation

Query Triage and Escalation

CRM

Query Triage and Escalation

This AI customer support agent task automates query triage and escalation prediction. The task configuration outlines how to:

  • Analyse incoming customer queries for complexity and urgency assessment

  • Categorise and route inquiries based on predefined criteria

  • Predict escalation likelihood to specialist teams

  • Identify key escalation factors and triggers

  • Suggest optimal support tier allocation


As a modular task, it integrates with existing customer support platforms and ticketing systems, enabling AI agents to execute systematic query assessment within established support workflows. The task specification includes outputs for complexity evaluation, routing recommendations, and escalation predictions, adaptable across various industries including technology, telecommunications, financial services, and utilities sectors. The configuration supports customisation for organisation-specific triage requirements and escalation protocols.

Try this Task

Try this Task

Try this Task

Try this Task

Example outputs:

[
  {
    "query_category": "Technical Support",
    "complexity_level": "High",
    "urgency_level": "High",
    "escalation_probability": "High",
    "escalation_factors": [
      "Multiple failed troubleshooting attempts",
      "Service outage affecting business operations",
      "Customer expressing significant frustration"
    ],
    "suggested_support_tier": "Tier 3 Technical Support",
    "key_issues": [
      "Persistent server downtime",
      "Data accessibility problems",
      "Potential security breach concerns"
    ],
    "recommended_actions": [
      "Immediately escalate to Tier 3 Technical Support",
      "Prioritise case due to business impact",
      "Prepare detailed case history for escalation team",
      "Offer temporary workaround if possible"
    ]
  },
  {
    "query_category": "Billing Inquiry",
    "complexity_level": "Medium",
    "urgency_level": "Medium",
    "escalation_probability": "Low",
    "escalation_factors": [
      "Query involves recent account changes",
      "Discrepancy between expected and actual charges"
    ],
    "suggested_support_tier": "Tier 1 Billing Support",
    "key_issues": [
      "Unexpected charge on monthly statement",
      "Confusion about new pricing structure"
    ],
    "recommended_actions": [
      "Review recent account changes with customer",
      "Explain new pricing structure in detail",
      "Offer to go through the bill line by line",
      "Provide information on how to monitor usage"
    ]
  },
  {
    "query_category": "Product Information",
    "complexity_level": "Low",
    "urgency_level": "Low",
    "escalation_probability": "Low",
    "escalation_factors": [],
    "suggested_support_tier": "Tier 1 General Support",
    "key_issues": [
      "Inquiry about product features",
      "Compatibility questions"
    ],
    "recommended_actions": [
      "Provide detailed product information",
      "Share relevant product documentation",
      "Offer comparison with similar products if applicable",
      "Suggest demo or trial if available"

Previous:

Previous:

Claims Documentation Validation

Claims Documentation Validation