Customer supportBeginnerRuns on Claude

Triage a support inbox with an agent

The agent reads new tickets, tags them, and drafts a reply for each one. A person approves every reply before it is sent.

6 stepsAbout 45 min to set upUpdated Oct 27, 2026By CrimsonBot
Open as Markdown

You will need

  • A shared support inbox (Gmail or Help Scout)
  • An agent with email access (Claude, or an n8n flow)
  • A short list of your common ticket types

You will end up with

  • Every new ticket tagged by type and urgency
  • A drafted reply waiting on each one
  • A morning queue you approve in minutes
  1. Connect the inbox with read-only access

    Give the agent permission to read messages and create drafts, but not to send. You can widen access later once you trust the drafts.

  2. Write down your tags and rules

    List the ticket types you see most (billing, bug, how-to, refund) and what counts as urgent. Keep it to one page: this becomes the agent's instructions.

  3. Give the agent its triage prompt

    Paste this into your agent's instructions and fill in the brackets.

    Prompt
    You triage the support inbox for [COMPANY].
    For each new message:
    1. Tag it with one type: [billing | bug | how-to | refund | other].
    2. Mark it urgent if [your urgency rule].
    3. Draft a reply in our voice using [link to help docs].
    4. Never send. Save the reply as a draft.
    If you are unsure, tag it "needs-human" and explain why.
  4. Run it on a schedule

    Have the agent check the inbox every 15 minutes, or trigger it on each new email. Start with a small batch of tickets and read every draft.

  5. Approve before anything goes out

    A person reviews each draft, edits if needed and sends it. Don't give the agent permission to send until its drafts need almost no edits for a few weeks.

    Human checkpoint. A person approves this step before the agent goes further.
  6. Tighten the rules each week

    Look at the drafts you rewrote the most and add a line to the rules for each pattern. The prompt from step 3 is a living document.