Support Triage Model
Every support case should produce a category, severity, evidence checklist, customer-safe response, and escalation decision. The AI assistant may draft these fields, but staff remain responsible for review.
Classify first
Classify the case by product area: recordings, meetings, captions, translation, billing, workspace access, custom domains, SSO/SCIM, security, or general support. Use the customer’s words plus timeline and diagnostics evidence.
Establish impact
Capture the affected workspace, requester email, feature, affected object ID, customer-visible error, first seen time, whether the issue is ongoing, and how many users are affected.
Choose severity
- Critical: account takeover concern, data exposure concern, owner lockout for a business-critical workspace, billing outage affecting many customers, production-wide recording or meeting outage.
- High: one tenant blocked from a paid critical workflow, failed owner recovery, repeated payment/entitlement mismatch, custom domain takeover concern.
- Medium: isolated export failure, one meeting caption issue, single user access problem with workaround.
- Low: how-to question, plan explanation, cosmetic issue, or non-urgent request.
Support response rule
The customer reply should state what is known, what is being checked, and what information is needed. Do not promise a fix, refund, transfer, or data recovery until the guarded workflow has completed.
Escalate when
Escalate if sensitive data may be exposed, identity authority is unclear, a high-risk action is requested, a paid workspace is blocked without workaround, or diagnostics show repeated platform failure.