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Triage

Route requests to specialist team

Plain

WHAT THIS WORKFLOW DOES

This workflow sends each new ticket to the team that owns the subject: billing and renewal questions to customer success, security and integration questions to solutions engineering, and privacy or data requests to the team that handles them. Each team holds up to five open tickets at a time, so work is spread rather than stacked on one group. Tickets that match none of the categories are left alone, and expansion or sales requests are handled by a separate routing workflow.

Explore more workflows

Triage

Detect urgent threads and set priority

By Granola

Triage

Investigate new threads using Sidekick

By Buildkite

Triage

Summarize closed threads using Sidekick

By Buildkite

Join the teams who rely on Plain to provide world-class support

Join the teams who rely on Plain to provide world-class support