The Workflow Library

Library / Tickets and SLA / tickets-sla-024

Auto-tag ticket category from subject line keyword match

Tickets and SLATicketService Hub ProfessionalSimple~20 min to buildFull spec

Outcome. A ticket without a queue value already set (for example one that arrived by email or a plain form with no routing question) gets a best-guess Ticket queue value from its subject line, so tickets-sla-001's round-robin has something to route on instead of falling through to manual triage.

Workflow map Enrollment, branches and actions at a glance tickets-sla-024
flowchart TD
    A[Ticket created, queue not already set] --> B{Subject contains billing keywords?}
    B -->|yes| C[Set queue = billing]
    B -->|no| D{Subject contains technical keywords?}
    D -->|yes| E[Set queue = technical]
    D -->|no| F[Set queue = general]
action or delay branch public on every spec, paid or not

When to use it, when not to

  • UseUse it as the upstream classification step tickets-sla-001 assumes exists for channels that do not already populate Ticket queue through a form field or chatflow routing question.
  • UseUse it when subject lines are reasonably predictable, for example customers writing "invoice question" or "app keeps crashing," not vague one-word subjects that give the keyword match nothing to work with.
  • SkipDo not use it as a substitute for a proper intake form with an explicit routing question; a form field the customer fills in on purpose is more reliable than guessing from free text.
  • SkipDo not use it if your queues need more precision than three broad buckets; a finer classification needs a longer keyword list or a different approach entirely, not more branches bolted onto this one.
The preview ends here. Six sections are in the library. counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.2 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.4 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.4 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.5 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.3 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build.PDF, Markdown, JSON
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
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