Spotting escalations with intelligent triage

Plan requirement

Subscription Suite Professional or higher, Support Professional or higher
Also required Copilot
Access Admin

Using sentiment to reach unhappy customers before they escalate. Worth doing, with realistic expectations of the signal.

Set it up

  1. Create a view with a condition on the Sentiment field. There are five values, so decide whether you mean Negative alone or Very negative as well.
  2. Combine it with something else: still open, unassigned, or past a certain age.
  3. Give it to whoever handles escalations.
  4. Review after two weeks whether the tickets in it were the right ones.

Starting with very negative only is the smaller, sharper list, and it is the better first version: a view nobody can work through gets abandoned in a fortnight.

Sentiment alone is too noisy

Short factual messages get read as negative, and politely-worded fury gets read as neutral. A view on sentiment alone contains many calm tickets and misses some genuinely angry ones.

Combined with age, or with a topic where frustration matters, it becomes usable.

The strongest signal is change

A conversation that started neutral and turned negative is a better predictor than one that was negative from the first message. Somebody who wrote in annoyed is often direct; somebody who became annoyed during the exchange is losing patience with you.

Act quickly or not at all

A negative-sentiment view worked once a week is pointless, because by then the escalation has happened. Either somebody looks at it daily or the view should not exist.

What to do with one

A person, a reply, and a realistic commitment. Not an apology template, which reads as automated to somebody already unhappy, and which they will recognise as such.

Do not report on it as a quality measure

Negative sentiment tracks the subject more than the handling. Teams working refunds and outages will always show worse figures than teams answering how-to questions, and comparing them measures nothing.

See also

Was this article helpful?

0

Still stuck?

Our support team will take a look with you.

Comments

0 comments

Article is closed for comments.