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
- 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.
- Ask what the product is, what its product areas are, and who handles escalations. Three questions, not a field-by-field interview.
- Create the four tables with create_data_table.
- 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.
- Write the product context into /SUBTERRANEAN.md from what you learned.
- 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.