Support Triage / Workspace files

/support/SETUP.md

Support Setup

The four tables below are the record store. Create them once, rewrite /support/INTAKE.md with the ids they get, then activate Triage Officer. The support-setup skill executes this document.

Tables

Tickets

The queue. One row per ticket, created by intake — never by an agent.

  • external_ref — single line text (the id in the helpdesk this came from)
  • source — single line text (zendesk, intercom, email, form, manual)
  • subject — single line text
  • body — multiline text
  • requester_email — email
  • requester_org — single line text
  • type — single select: bug, how_to, config, billing, feature_request, outage, unknown
  • product_area — single line text
  • severity — single select: sev1, sev2, sev3, sev4, unknown
  • status — single select: new, triaged, investigating, awaiting_customer, escalated, resolved, closed
  • known_issue — single line text (the key of a Known Issues row)
  • assigned_to — single line text
  • received_at — date time
  • first_response_at — date time
  • resolved_at — date time
  • resolution — multiline text
  • escalation_ref — single line text
  • triage_notes — multiline text

Known Issues

The ledger. This is the table the workspace exists to fill.

  • key — single line text (short, stable, human-quotable: EXPORT-TIMEOUT)
  • title — single line text
  • symptoms — multiline text (what the customer sees, in their words)
  • product_area — single line text
  • root_cause — multiline text
  • workaround — multiline text
  • customer_message — multiline text (the approved wording to send)
  • status — single select: investigating, confirmed, fix_in_progress, fixed, wontfix
  • fix_version — single line text
  • ticket_count — number
  • first_seen — date
  • last_seen — date
  • engineering_ref — single line text

Ticket Events

Append-only history. Every meaningful action against a ticket.

  • ticket_ref — single line text
  • type — single select: triage, note, reply_drafted, reply_sent, status_change, escalated
  • body — multiline text
  • author — single line text (who or what wrote this; see CONVENTIONS)
  • occurred_at — date time

Escalations

Append-only log of everything handed to engineering.

  • ticket_ref — single line text
  • known_issue_ref — single line text
  • summary — single line text
  • repro_steps — multiline text
  • severity — single select: sev1, sev2, sev3, sev4
  • target — single line text (github, linear, jira, webhook)
  • external_ref — single line text (the issue id, set on success)
  • payload_hash — single line text
  • status — single select: pending, sent, failed
  • sent_at — date time
  • response_summary — multiline text

Checklist

  1. Confirm the schema with the user before creating anything. Say what each table is for in one line; do not paste the whole spec back at them.
  2. Ask what the product is, what its product areas are, and who handles escalations. Three questions, not a field-by-field interview.
  3. Create the four tables with create_data_table.
  4. Rewrite /support/INTAKE.md with the real table id and column ids, and a request that actually works. This step is not optional — without it nobody can wire up a helpdesk, and the template does nothing.
  5. Write the product context into /SUBTERRANEAN.md from what you learned.
  6. Tell the user the activation step, verbatim: open a session with Triage Officer and say "activate".

Step 6 is a separate session on purpose. Triggers reference table ids that do not exist until step 3 finishes, and an agent may only configure its own automation unless it holds the team permission set — which this template deliberately does not grant to anyone.

/support/SETUP.md - Support Triage | Subterranean