Service Desk Triage: how to automate intelligent ticket triage with AI?

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April 17, 2024
13
min read
Service Desk Tickets AI Triage Siit

In today's fast-paced economy, where efficiency and speed are key, the traditional methods of managing service desk tickets and requests are no longer sufficient. As businesses strive to meet the growing demands of customers and employees alike, the need for a streamlined and effective triage process has become increasingly apparent. Triage, the process of prioritizing and categorizing incoming tickets or service requests, plays a crucial role in ensuring that issues are addressed promptly and by the appropriate personnel.

Traditionally, triage in service desk operations has been a manual and time-consuming endeavor, often prone to human error and inefficiencies. However, with the advent of artificial intelligence (AI) technology, triage processes are undergoing a transformation. AI-powered triage systems offer a revolutionary solution to the challenges faced by IT operation and service desk teams, providing a means to accelerate ticket distribution and improve overall efficiency.

In this article, we will delve into the world of AI-powered triage in service desk management, exploring its benefits, implementation strategies, and the profound impact it can have on streamlining service desk processes. Join us as we uncover the key insights and innovations driving the evolution of triage in the modern digital age.

What is triage in the service desk? 


IT support center or any internal operation teams (People, Finance, Revenue, Legal,...) are, every day, under a flood of tickets or service requests pours in from various channels—emails, phone calls, chat messages on Slack or Teams—each detailing a different issue or inquiry. These tickets could range from a simple password reset request to a critical system outage affecting an entire department.

Now, picture a team of service desk agents tasked with managing this influx of tickets and resolving them promptly. However, not all tickets are created equal. Some require urgent attention, while others can wait. This is where triage comes into play.

Triage in the service desk setting is akin to the process used in emergency medicine. Just as medical professionals prioritize patients based on the severity of their condition, service desk teams triage tickets to determine their urgency and importance.

During triage, each incoming ticket is assessed and categorized according to predefined criteria, such as:

  • Severity: How critical is the issue? Is it a minor inconvenience or a showstopper affecting multiple users?
  • Impact: What is the extent of the problem? Does it affect a single user or have broader implications for the organization?
  • Urgency: How soon does the issue need to be resolved? Is it time-sensitive, or can it wait?
  • Category: What type of issue is it? Is it related to hardware, software, network connectivity, or something else?


By analyzing these factors and implementing such a internal support triage process, service desk agents assign each ticket a priority level and route it to the appropriate resolver group or individual for resolution. This ensures that critical issues are addressed promptly, while less urgent ones are handled in due course.


Why is triage crucial for your company?


Service desk operations are often associated with large enterprises equipped with sprawling IT infrastructures and extensive internal support networks. However, the truth is that the principles of service desk management are relevant to organizations of all sizes and across all internal teams. Whether you're a small startup or a mid-sized company, ensuring efficient and effective handling of internal requests is essential for maintaining productivity and supporting your team members.

One key aspect of achieving this efficiency is establishing a standardized way for employees to submit requests or report issues. This ensures consistency and clarity in communication, streamlining the process for both requesters and responders. By implementing a centralized system for managing requests, regardless of the size of your organization, you can:

  • Promote Accountability: A standardized request submission process holds both requesters and responders accountable for their actions. Requesters know where to go when they need assistance, while responders have clear guidelines for handling incoming requests.
  • Improve Visibility: Centralizing request management provides visibility into the types and volume of requests being received. This visibility enables teams to identify patterns, trends, and areas for improvement, ultimately enhancing operational efficiency.
  • Enhance Collaboration: A standardized request process fosters collaboration among team members by providing a shared platform for communication and problem-solving. Collaboration tools integrated into the request management system facilitate knowledge sharing and cross-functional teamwork.
  • Ensure Compliance: In certain industries, such as healthcare or finance, compliance with regulations and industry standards is non negotiable. A standardized request management process helps ensure that requests are handled in accordance with relevant regulations and policies, mitigating the risk of non-compliance.


Now, let's delve into why triage is crucial for companies of all sizes:

  • Optimized Resource Allocation: Triage ensures that resources are allocated effectively by prioritizing and routing requests based on their urgency and impact. This prevents critical issues from being overlooked or delayed, maximizing the productivity of your team.
  • Reduced Response Times: By quickly identifying and escalating high-priority requests, triage helps minimize response times, leading to faster resolution of issues and greater satisfaction among requesters.
  • Improved Employee Experience: Whether your "customers" or internal employees, providing prompt and efficient support is essential for a positive experience. Triage ensures that requests are handled in a timely manner, enhancing overall satisfaction and loyalty.


In essence, regardless of your company's size or industry, implementing a standardized request management process and leveraging triage can yield significant benefits in terms of efficiency, responsiveness, and overall operational effectiveness. By embracing these practices, organizations can ensure that their internal teams receive the support they need to thrive and succeed.

How does traditional Service Desk Triage work? 


Service desk management often relied on manual processes and rudimentary systems to handle incoming requests. Here are some traditional approaches commonly used:

Informal Contact

Individuals within an organization may rely on informal communication methods. This could involve reaching out directly to colleagues or contacts who are perceived to have the expertise or resources to address a particular issue.
This creates a dependency on personal networks, leading to a siloed approach to issue resolution. It may exclude individuals who are not part of these networks, limiting access to expertise and resources.

Manual Handling

Service desk agents would manually receive requests, assess the issue, and input relevant information into the system. While this allows for personalized attention to each request, it is time-consuming and susceptible to human error.

Forms-Based Systems

Some organizations implemented forms or templates for request submission, aiming to standardize the information collected. However, employees often bypassed these forms or provided incomplete information, leading to additional steps for service desk agents to re-categorize or clarify requests.

Triage Channels

Another common practice involved directing unassigned or new requests to designated communication channels like Slack or queues. Internal support members would then manually categorize or assign these requests. While centralizing requests, this method still heavily relied on human intervention and lacked the efficiency of automated systems.


We stand at the cusp of a new era, where modern technologies are reshaping the way we work. While traditional methods have served their purpose in the past, it's clear that they no longer suffice for the demands of today's fast-paced world. Enter AI triage—a solution born out of necessity. These innovative systems offer unparalleled efficiency, accuracy, and consistency in service desk operations. By embracing automated triage, organizations can unlock new levels of productivity and employee satisfaction, ushering in a brighter future for their teams and employees alike.

What is automated triage? 


Automated triage streamlines service desk operations by swiftly processing and routing incoming requests without requiring extensive human involvement. Think of it as a sophisticated system that efficiently manages the complexities behind the scenes. When a request is received, instead of manual sorting, the system quickly analyzes it, identifies relevant solutions, and either completes the necessary details or prompts employees for any missing information before submitting the request.

On the operational side, this means requests are automatically routed to the right teams or individuals, ensuring they land in the hands of the most appropriate person for resolution. This not only saves time and effort but also minimizes the chances of requests getting lost or overlooked.

Overall, automated triage creates a win-win situation for everyone involved. Employees experience smoother and faster request submissions, while service desk teams benefit from streamlined processes and increased efficiency. It's like having a trusted ally working alongside you, making sure everything runs smoothly and everyone walks away happy.

4 criterias to look for your AI service desk ticket triage


When implementing an AI-powered service desk ticket triage system, it's essential to consider several key criteria to ensure its effectiveness and success. These criteria serve as guiding principles for selecting, configuring, and optimizing the AI system to meet the unique needs of your organization. By carefully evaluating these factors, you can maximize the efficiency, accuracy, and value of your AI service desk ticket triage solution. Let's deep dive into the critical criteria to look for when evaluating AI service desk ticket triage systems.

1- Train AI Models with Relevant Data: Ensure that your AI triage system is trained with a comprehensive dataset of past ticket data, including information on ticket types, resolutions, and employee feedback. This allows the AI model to accurately analyze and categorize incoming tickets based on historical patterns and trends.

2- Regularly Update and Refine Algorithms: Continuously update and refine the algorithms used by the AI triage system to adapt to evolving business needs and changing patterns of ticket submissions. Regular updates help maintain the accuracy and relevance of the system's recommendations over time.

3- Monitor and Audit AI Decisions: Implement processes to monitor and audit the decisions made by the AI triage system to ensure accuracy and consistency. This includes reviewing tickets that have been automatically routed by the system to identify any potential errors or misclassifications.

4- Provide Human Oversight and Intervention: While AI can automate many aspects of ticket triage, it's essential to have human oversight and intervention when needed. Establish protocols for service desk agents to review and validate AI recommendations, particularly for high-priority or complex tickets that may require human judgment or specialized knowledge.

Siit is a modern service desk powered by AI, featuring a native AI triage for efficient ticket routing. Suitable for businesses of all sizes, it's quick to set up and start using, allowing companies to streamline support operations in minutes. Become more efficient in your support management today. Try it now and experience the difference!

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Chalom Malka
Co-founder & CEO

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