Triage and Prioritization

AI Triage and Prioritization for High-Risk Cases

Let your AI flag the urgent cases. Let Plauti Assign get them to the right team fast

Some cases can wait. Some can’t. But when every ticket looks the same in the queue, critical messages get buried. With your own AI models, and/or Plauti Manipulate, and Plauti Assign, you can turn raw text into urgency, sentiment, and risk scores. Plauti Assign then uses those scores to route and escalate cases before they become complaints or churn.

The Challenge: All Cases Look Equal in the Queue

The Challenge: All Cases Look Equal in the Queue

Without triage driven by your own AI:
• "Please reset my password" and "I'll complain to the regulator" both land as normal
• Teams rely on manual tagging or gut feeling to decide what to handle first
• Escalation rules are too general and trigger either too often or too late
• You miss silent churn and regulatory risk hiding in the text

Admins end up with complex SLAs and escalation flows that still don't catch what matters.

Example: A Mortgage Complaint That Should Never Wait

Example: A Mortgage Complaint That Should Never Wait

"This is the third time I have reported wrong mortgage charges. If you don't fix it, I'll complain to the regulator."

For your current routing, this might be simply labeled as "Billing query" or "Mortgage case". To your AI, this is:
• High urgency
• Very negative sentiment
• High regulatory and churn risk

That is wat Plauti Assign needs to see.

How It Works:

AI Scoring + Plauti Assign Escalation

Step 1: AI reads the case and scores it

Step 1: AI reads the case and scores it

Your own AI mode, or AI used via Plauti Manipulate (both options are possible), looks at:
• The case description and the latest customer reply
• Account segment or value
• History of previous complaints

It then updates structured fields such as:
• Urgency = "High"
• Sentiment = "Very negative"
• Risk level = "High" or "Regulatory risk"

You define the scales and thresholds in Salesforce, so it fits your process.

Step 2: Plauti Assign escalates based on scores

Step 2: Plauti Assign escalates based on scores

Plauti Assigne uses these AI fields to:
• Route high-urgency, very negative cases directly to the complaints team
• Apply tighter SLAs and shorter response time for high-risk cases
• Move VIP or regulator-related cases out of generic queues

In the mortgage example, Plauti Assign escalates the case straight to the dedicated complaints or regulatory team, bypassing generic support.

Step 4:

Step 4:

No hidden logic inside the model. Your own AI writes clear values. Plauti Assign reads them.

Step 3: Keep triage rules transparant

Step 3: Keep triage rules transparant

Admins see and control:
• The fields your AI is allowed to update
• Which score combinations trigger escalation or queue changes
• How SLAs differ by urgency and risk

Benefits for Salesforce Admins and Customer Success teams

  • For Salesforce Admins
    • Fewer hard-coded escalation scenarios
    • Easier to test and adjust thresholds in sandboxes
    • Cleawr audit trail of why a case was escalated
  • For Customer Success teams
  • For your customers

Future-proof triage with your own AI

As your AI improves, triage gets smarter. But your routing setup remains stable.
• Swap models without breaking Plauti Assign
• Add new signals like product, region, or channel later
• Align triage scores with your NPS or CSAT programs, if applicable

You keep one routing engine. Your AI stack can change as fast as you need.