Start your queue
- Open My Tickets from the shortcuts area.
- Review urgency, status, account, age, and any visible automation state.
- Open the ticket that has the highest operational priority—not simply the newest update.
- Confirm the source PSA status and assignment before changing it.
Read the automation state
A ticket may be:- waiting for a person;
- claimed or scheduled for AI Engineer;
- awaiting approval;
- in progress;
- completed by AI;
- handed off because a person is needed;
- failed and ready for review.
Use a consistent ticket pass
1
Confirm the request
Read the latest customer communication and make sure the title still describes the actual problem.
2
Check context
Verify account, contact, affected system, priority, and any recent related activity.
3
Review the Action Plan
Look for unsupported assumptions, missing evidence, and steps that require customer participation or approval.
4
Work in Chat
Ask for the smallest safe next step. Use Full access only if a write is necessary.
5
Leave a clear state
Update the customer, record useful notes, set the correct PSA status, and make the next owner obvious.