Smart Intake Form with Auto-Triage

The problem this kills

Every support request lands as a wall of free text. Someone — usually your most senior agent — has to read each one, guess the category, decide how urgent it is, figure out which product it touches, and drop it in the right queue. It is slow, it is inconsistent, and it is the first thing that breaks when volume spikes.

Worse, the guessing is invisible. Two agents triage the same kind of request two different ways. Priorities drift. Tickets land in the wrong queue and sit there. By the time anyone notices, the customer has already followed up twice.

This tool takes the hand-sorting off your plate without taking a human out of the loop. AI does the first read and proposes the labels. A person confirms in one click. Your taxonomy stays clean because the AI is never allowed to invent a category, priority, or queue that isn't on your real list.

What you'll build

A simple, branded web form that anyone (or just your team) can submit a support request through — name, email, account or order ID, a free-text description, and an optional screenshot.

The moment a request comes in, AI reads it and proposes:

• a category (from your real list, never made up),
• a priority (using your exact labels — P1–P4, Urgent/High/Medium/Low, whatever you actually use),
• a product area, and
• a target queue.

A triage agent sees the AI's suggestions side by side with the raw request, confirms or corrects them in seconds, and approves. Only on approval does a clean, structured ticket get written to your helpdesk — or, if you don't have an API yet, exported as a CSV in the exact columns your helpdesk imports.

What's inside the Implementation Plan

The plan is a single file you paste into an AI coding agent. It builds the whole tool with you, step by step, in plain language.

It opens by interviewing you about your business. Before it writes a line of code, the plan has the AI ask about your current triage process, the helpdesk and spreadsheets you use, your exact category/priority/queue names, your typical and peak volumes, your real routing rules, and your messy edge cases. It reads back a short tailored spec, you give a thumbs-up, and only then does it build — so you get a tool shaped around how you actually work, not a generic template.

Inside you'll find:

• the discovery interview and how your answers shape the data model,
• a step-by-step build for the form, the AI classifier (locked to your taxonomy), and the triage review screen,
• the human approval gate before any ticket is created,
• a duplicate guard so the same request can't be triaged twice,
• a complete audit trail of who triaged what and when,
• and the "No API yet?" CSV-export path so it's fully usable today.

The governance it includes (this is the point)

This isn't a toy. The plan bakes in the controls that make an internal tool safe to run:

• Login so only your team can use it.
• Row-level security so people only ever see their own organization's data.
• A human-in-the-loop approval gate — the AI only ever drafts; a person reviews and approves before anything is written to your system of record.
• A duplicate guard keyed on the same email plus a similar description within a window you choose.
• A full audit trail — every suggestion, every correction, every approval, with who and when.

Who it's for

Support team leads, triage agents, and ops managers who run a shared support queue and are tired of hand-sorting raw requests. You don't need to be a developer. If you can describe how your team triages today, you can build this.

You've got this — paste the first prompt and let the plan interview you.