How to triage 1,000+ customer emails a day
Triaging 1,000+ customer emails a day without adding headcount requires a repeatable workflow: centralise, classify, prioritise, route, and track every message. Here’s the playbook to keep SLAs green and teams calm.
Why inboxes break at 1,000+/day
- Shared mailboxes hide ownership.
- Manual sorting can’t keep up with spikes.
- Urgent cases get buried under routine questions.
- No SLA clock or audit trail on “read” emails.
The playbook (step-by-step)
- Centralise: route all support mailboxes (Gmail/Outlook/shared) into one triage lane.
- Define intents and SLAs: 8–12 categories; P1/P2/P3 rules using sentiment, VIP domains, outage keywords.
- Automate classification: AI tags intent, priority, sentiment; run in observe mode for 1–2 days.
- Auto-create tickets: every email becomes a ticket with owner, status, and due time—no unassigned items.
- Routing rules: send P1 to humans immediately; route by category/priority/SLA to the right queue.
- Alerts: P1 unassigned >15m; P2 no reply >4h; daily digest for stuck tickets.
- QA loop: spot-check 30 tickets daily; correct misroutes; tighten rules weekly.
What to automate vs keep human
- Automate: categorisation, priority tags, ticket creation, routing, SLA flags, first acknowledgements.
- Human: empathy, billing exceptions, complex troubleshooting, high-stakes refunds.
Operational guardrails
- Ownership within minutes for every ticket.
- Clear states: new, in progress, waiting on customer, resolved.
- Escalation: negative sentiment + VIP auto-promotes to P1; payment disputes require human review.
- Audit trail: log every classification/routing action.
Capacity tips
- Use macros/templates for common replies; personalise the first lines.
- Batch lower-priority queues; keep P1/P2 real-time.
- Track span of control: how many tickets each agent handles comfortably with automation.
Metrics to track
- % auto-routed and auto-prioritised.
- Median first-response time by priority.
- SLA attainment for P1/P2.
- Backlog older than SLA.
- Internal clicks to demos/BOFU comparisons from this playbook.
Expected outcomes
- 100% of emails captured as tickets.
- Manual sorting reduced by 60–80%.
- Stable SLAs during volume spikes.
Final thoughts
When every email is a ticket with an owner, a clock, and clear routing, teams can comfortably triage 1,000+ messages a day without adding headcount.
Next step: See AI triage in action and compare AI support agents for your team.
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