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Auto-Routing uses AI to analyze ticket content and automatically move tickets to the appropriate category. No more manual sorting - the bot handles it for you.
Auto-Routing is an Enterprise feature. Upgrade your plan to access it.

How It Works

  1. User opens a ticket
  2. AI reads the message content
  3. AI matches content against your routing rules
  4. Ticket is automatically moved to the right category
Example:
User: “I need a refund for my last purchase”
AI detects “refund” and moves the ticket to your “Billing” category.

Getting Started

1

Enable Auto-Routing

Go to AI FeaturesAuto-Routing and toggle it on.
2

Create Routing Rules

Click Add Rule and define what triggers the route and where tickets should go.
3

Test It

Open a test ticket with content that matches your rule to verify it works.

Analysis Modes

Choose when the AI analyzes tickets:
Smart Detection is recommended - it balances speed with accuracy by waiting only when needed.

Creating Routing Rules

Each rule has three parts:
  1. Triggers - What to look for
  2. Conditions - Specific criteria to match
  3. Actions - What to do when matched

Triggers

You can trigger routing based on:

Conditions

Set specific criteria for each trigger: Keywords Example:
Sentiment Example:
Topic Example:

Actions

When a rule matches, you can:

Rule Priority

When multiple rules might match, priority determines which one wins:
  • Higher priority (1-10) = checked first
  • First matching rule is applied
  • Lower priority rules are skipped
Example:
If someone says “urgent technical issue”, Rule 1 matches first (higher priority).

Confidence Threshold

Each rule has a confidence threshold (0-100%):
  • 80%+ (High) - Only route when very confident
  • 60-80% (Medium) - Balance of accuracy and coverage
  • Below 60% (Low) - Route more often, may be less accurate
Low confidence thresholds may cause incorrect routing. Start high and lower if needed.

Fallback Behavior

When no rules match, you can:

Templates

TicketCord includes pre-built templates for common setups:

Business Support

Routes based on billing, sales, and support topics.

SaaS Product

Routes based on bugs, feature requests, and technical issues.

Community

Routes based on general inquiries, reports, and applications.
Start with a template and customize it for your needs.

Delay Before Analysis

You can set a delay (in seconds) before AI analyzes the ticket:
  • 0 seconds - Immediate analysis
  • 5-10 seconds - Wait for user to finish typing
  • 30+ seconds - Wait for follow-up messages
Some users send multiple messages. A short delay lets them finish before routing.

Example Rules

Billing Issues to Billing Team

Frustrated Users to Senior Staff

Bug Reports to Technical

Troubleshooting

Tickets Not Being Routed

  1. Check if enabled - Make sure Auto-Routing is toggled on
  2. Check rules - Verify you have at least one active rule
  3. Check conditions - Make sure the ticket content matches your triggers
  4. Lower confidence - Try lowering the confidence threshold

Wrong Category

  1. Check priority - Higher priority rules match first
  2. Check conditions - Make sure conditions aren’t too broad
  3. Add specificity - Use more specific keywords or combinations

Delayed Routing

  1. Check analysis mode - “First Message” is fastest
  2. Check delay setting - Lower the delay before analysis
  3. Check confidence - Higher confidence may take longer to confirm

Need Help?

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