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What you’ll build

You’ll build an intelligent IT support triage system that automatically classifies incoming tickets, attempts automated resolution for common issues using RAG-powered knowledge bases, and escalates complex problems to the appropriate specialist team with full context. This reduces resolution time for common issues from hours to seconds and ensures complex issues reach the right experts immediately. This workflow demonstrates how to:
  • Automatically classify and route IT support tickets
  • Resolve common issues using knowledge base-powered automation
  • Implement smart escalation based on issue complexity and severity
  • Provide 24/7 first-line support for employees
  • Build confidence-based routing for quality assurance

What the system handles

Automated resolution for common issues:
  • Password resets and account unlocks
  • VPN connection problems
  • Email configuration
  • Software installation instructions
  • Printer setup and troubleshooting
  • Network connectivity issues
  • Standard access requests
Smart escalation for complex issues:
  • Hardware failures
  • Security incidents
  • Critical system outages
  • Advanced software issues
  • Custom application problems
  • Database issues

Prerequisites

Before you begin, ensure you have:
  • MagOneAI instance with workflow builder
  • Knowledge base with IT runbooks (optional but highly recommended):
    • Troubleshooting guides
    • How-to documentation
    • Common issue resolutions
    • Configuration instructions
  • Ticketing system integration (optional) - Jira, ServiceNow, Zendesk, etc.
  • LLM provider configured (GPT-4, Claude 3.5 Sonnet recommended)
  • Notification tools - Email, Slack, MS Teams
Start with a knowledge base containing your top 20 most common IT issues and their solutions. You can expand over time as you identify more patterns.

Architecture

The IT support workflow uses classification-based routing with automated resolution attempts:

Why this architecture works

Fast Resolution

Common issues resolved in under 30 seconds vs. 2-8 hour wait for human support

Right Routing

Complex issues reach specialists immediately with full context, not bounced between teams

24/7 Coverage

First-line support available anytime, reducing pressure on on-call staff

Learning System

Knowledge base grows over time, handling more issues automatically

Step-by-step build

1

Create IT knowledge base with runbooks

Build a knowledge base of IT solutions and procedures.Gather documentation:
  1. Common Issue Resolutions
    • Password reset procedures
    • VPN troubleshooting steps
    • Email setup guides (Outlook, Gmail, mobile)
    • Wi-Fi connection issues
    • Printer setup and common errors
    • Software installation guides
    • Browser troubleshooting
  2. Access Request Procedures
    • How to request software licenses
    • Access control procedures
    • VPN access requests
    • Admin rights request process
    • Shared drive access
  3. Security Procedures
    • Phishing reporting
    • Lost device protocol
    • Security incident reporting
    • Data breach response
    • Suspicious activity reporting
  4. Hardware Guides
    • Laptop setup guides
    • Monitor and peripheral setup
    • Mobile device configuration
    • Hardware replacement process
    • Warranty and repair procedures
Create the knowledge base:
  1. Navigate to Knowledge BasesCreate New
  2. Name: “IT Support Runbooks”
  3. Upload documents:
    • IT_Runbook_Common_Issues.pdf
    • VPN_Troubleshooting_Guide.pdf
    • Email_Configuration_Guide.pdf
    • Network_Troubleshooting.pdf
    • Access_Request_Procedures.pdf
    • Security_Incident_Procedures.pdf
  4. Configure chunking: Automatic (procedure-based chunking works well)
  5. Wait for processing to complete
Runbook structure for RAG:
This structure helps RAG retrieve the right information at the right time.
2

Create the triage agent

Build an agent that classifies incoming support requests.Agent configuration:Name: IT Support Triage Agent Model: GPT-4 or Claude 3.5 SonnetPersona:
Configuration:
  • Temperature: 0.2 (consistent classification)
  • Structured output: Enabled (JSON schema)
  • Timeout: 15 seconds
3

Create the resolution agent

Build an agent that attempts to resolve issues using the knowledge base.Agent configuration:Name: IT Issue Resolution Agent Model: GPT-4 or Claude 3.5 Sonnet Knowledge Base: IT Support Runbooks (RAG enabled)Persona:
Configuration:
  • Temperature: 0.3 (balanced creativity and consistency)
  • RAG settings:
    • Retrieve: 5 chunks
    • Relevance threshold: 0.75
    • Enable reranking
  • Max tokens: 1000
  • Timeout: 30 seconds
4

Build the workflow with conditional routing

Construct the triage and routing workflow.Node 1: Trigger
  • Type: Manual Trigger or API Trigger
  • Inputs:
    • user_name (text)
    • user_email (text)
    • issue_description (text, long)
    • ticket_id (text, optional - if integrated with ticketing system)
Node 2: Triage Agent
  • Agent: IT Support Triage Agent
  • Input: {{trigger.issue_description}}
  • Output variable: triage_result
Node 3: Condition - Known Issue?
  • Condition:
  • True branch: Attempt auto-resolution
  • False branch: Go to severity check
Node 4 (True branch): Resolution Agent
  • Agent: IT Issue Resolution Agent
  • Input:
  • Enable RAG: Yes
  • Output variable: resolution
Node 5 (True branch): Send Auto-Reply
  • Tool: Email or Chat response
  • To: {{trigger.user_email}}
  • Subject: Re: Your IT Support Request - Possible Solution
  • Body:
Node 6 (False branch): Condition - Severity Check
  • Condition:
  • True branch: Critical escalation
  • False branch: Normal ticket creation
Node 7 (Critical branch): Alert On-Call Team
  • Tool: Notification (Slack, PagerDuty, Email)
  • Message:
Node 8 (Normal branch): Create Ticket with Context
  • Tool: Ticketing system API or Email to IT queue
  • Create ticket with:
Node 9 (Both escalation branches): Notify User
  • Tool: Email
  • Subject: Your IT Support Request Has Been Received
  • Body:
This multi-branch workflow ensures every request is handled appropriately: auto-resolved, escalated urgently, or queued normally with full context.
5

Add confidence-based quality assurance

Ensure auto-resolved issues were actually resolved.Enhancement: Follow-up confirmationAfter auto-resolution (Node 5), add a Human Task node that asks the requester to confirm the issue was actually resolved. MagOneAI has no standalone timer/delay node, so the wait is handled by the Human Task’s own timeout.Node 5a: Human Task - Confirm Resolution
  • Task type: Approval
  • Assignee: The requester’s user ID
  • Title: Was your IT issue resolved?
  • Description:
  • Decision question: A choice question with options “Yes, resolved” and “No, still having issues”
  • Timeout: Set timeout_minutes (e.g. 1440 for 24 hours) so the task auto-resolves if the requester doesn’t respond
  • On “No” or timeout: Route to ticket creation (escalate) via an approval branch
  • On “Yes”: Close ticket, mark as successfully auto-resolved
This creates a quality assurance loop and catches cases where the auto-resolution didn’t work.
6

Test with common IT scenarios

Validate the workflow with realistic support requests.Test Case 1: Common issue (VPN)
  • Input:
  • Expected:
    • Triage: NETWORK, MEDIUM severity, AUTO resolvable, HIGH confidence
    • Resolution: VPN troubleshooting steps from knowledge base
    • Output: Auto-reply with step-by-step instructions
  • Verify:
    • ✅ Correct classification
    • ✅ Relevant KB article retrieved
    • ✅ Clear instructions provided
    • ✅ Follow-up scheduled
Test Case 2: Critical security issue
  • Input:
  • Expected:
    • Triage: SECURITY, CRITICAL severity, ESCALATE, HIGH confidence
    • Route: Immediate alert to on-call
    • Output: Critical alert sent + user notified of urgent handling
  • Verify:
    • ✅ Correctly identified as security incident
    • ✅ Marked as CRITICAL
    • ✅ On-call team alerted immediately
    • ✅ User notified of urgent response
Test Case 3: Hardware issue (escalation)
  • Input:
  • Expected:
    • Triage: HARDWARE, HIGH severity, ESCALATE, HIGH confidence
    • Route: Create ticket with context
    • Output: Ticket created + user notified
  • Verify:
    • ✅ Correctly classified as hardware
    • ✅ Marked for escalation (can’t auto-resolve hardware)
    • ✅ Ticket includes full triage analysis
    • ✅ User notified with expected timeline
Test Case 4: Vague description (low confidence)
  • Input:
  • Expected:
    • Triage: OTHER/SOFTWARE, MEDIUM severity, UNCERTAIN, LOW confidence
    • Route: Create ticket (don’t attempt auto-resolution due to low confidence)
    • Output: Ticket created asking for more information
  • Verify:
    • ✅ Doesn’t attempt auto-resolution (low confidence)
    • ✅ Ticket includes request for more details
    • ✅ User asked to provide additional context
Test Case 5: Password reset
  • Input:
  • Expected:
    • Triage: ACCESS, MEDIUM severity, AUTO, HIGH confidence
    • Resolution: Password reset instructions from KB
    • Output: Auto-reply with self-service reset link and instructions
  • Verify:
    • ✅ Auto-resolved with password reset procedure
    • ✅ Includes link to self-service portal
    • ✅ Clear instructions provided
Monitor false positives closely: cases marked AUTO but couldn’t actually be auto-resolved. Adjust confidence thresholds if you see too many failed auto-resolutions.
7

Integrate with ticketing system (optional)

Connect to your existing ticketing system for seamless operations.Supported integrations:
  • Jira Service Management
  • ServiceNow
  • Zendesk
  • Freshdesk
  • Custom ticketing systems (via API)
Integration approach:
  1. Add API Tool for your ticketing system
    • Configure authentication (API key, OAuth)
    • Map fields (title, description, priority, category)
  2. Modify workflow nodes:
    • Node 8 (Create Ticket): Use ticketing API instead of email
    • Trigger: Accept tickets from ticketing system webhook
    • Auto-resolution: Update ticket status to “Resolved - Auto”
    • Escalation: Update ticket and assign to appropriate team
  3. Bidirectional sync:
    • Ticket updates from system → MagOneAI
    • MagOneAI resolution → Update ticket
    • Comments and attachments synced
Benefits:
  • Centralized ticket management
  • No duplicate systems
  • Full audit trail
  • Reporting and analytics
  • SLA tracking

Key concepts demonstrated

Conditional Routing

Dynamically route requests based on AI classification, severity, and confidence scores

RAG with Technical Docs

Use knowledge bases of runbooks and procedures to power automated resolutions

Multi-Branch Decision Trees

Build complex routing logic: auto-resolve vs. escalate vs. critical alert

Tool Integration

Connect to ticketing systems, notification tools, and communication platforms

Confidence-Based Actions

Make routing decisions based on AI confidence to balance automation and quality

Quality Assurance Loops

Follow up on auto-resolutions to ensure they actually worked

Customization ideas

Extend this IT support workflow to handle more scenarios:
Create a specialized workflow for VPN troubleshooting:VPN Diagnostic Agent:
  • Asks clarifying questions: OS? Error message? Home or office network?
  • Runs through decision tree of common VPN issues
  • Provides specific solutions based on answers
  • Escalates if all diagnostics fail
Implementation:
  • When triage identifies VPN issue, route to VPN diagnostic workflow
  • Multi-turn conversation to gather diagnostic info
  • Step-by-step troubleshooting with user feedback
  • Final resolution or escalation with full diagnostic context
Benefits:
  • Higher auto-resolution rate for VPN (common issue)
  • Better context when escalating
  • Educates users on self-service diagnostics
Proactive issue detection and resolution:Monitoring integration:
  • Connect to Datadog, New Relic, Nagios, etc.
  • Detect patterns: “Multiple VPN failures from specific location”
  • Trigger proactive workflows
Proactive support:
  • Alert: “VPN server degraded performance”
  • Action: Pre-emptively notify affected users
  • Message: “We’re aware of VPN issues and working on it”
  • Reduce incoming tickets by communicating known issues
Auto-remediation:
  • Detect: “Printer offline”
  • Action: Restart print spooler service
  • Verify: Check if printer is back online
  • Notify: “Printer issue resolved automatically”
Benefits:
  • Shift from reactive to proactive support
  • Reduce ticket volume
  • Improve user experience
Continuously improve triage and resolution:Feedback collection:
  • After resolution: “Did this solve your problem? Yes/No”
  • After escalation: Support agent marks if triage was correct
  • Track: Which categories/issues have low auto-resolution success
Analytics:
  • Auto-resolution success rate by category
  • Triage accuracy (were classifications correct?)
  • Knowledge base gap analysis (common issues without solutions)
  • Average time to resolution (auto vs. human)
Improvement cycle:
  • Weekly review of misclassified tickets
  • Add missing solutions to knowledge base
  • Refine triage agent persona
  • Update category definitions
  • A/B test triage prompt changes
Implementation:
  • Add feedback collection nodes
  • Store feedback with ticket data
  • Build analytics dashboard
  • Schedule weekly review process
Device-specific troubleshooting:Asset management integration:
  • Connect to asset management system (e.g., Jamf, InTune, custom DB)
  • Query user’s device info: model, OS, installed software, warranty
Enhanced triage:
  • “Laptop won’t turn on” + Asset lookup → Check warranty status
  • “Software won’t install” + Asset lookup → Check if compatible with OS version
  • “Slow computer” + Asset lookup → Check device age and specs
Automated actions:
  • Warranty valid → Create RMA ticket
  • Warranty expired → Offer replacement options
  • Incompatible software → Suggest alternatives
  • Old device → Flag for upgrade consideration
Benefits:
  • More accurate diagnostics
  • Faster resolution paths
  • Better inventory management
  • Proactive hardware refresh planning
Empower users to self-diagnose:Self-service features:
  • Interactive troubleshooters: Wizard-style Q&A for common issues
  • Knowledge base search: User can search runbooks directly
  • Status dashboard: Show known issues and outages
  • Common requests: One-click password reset, VPN setup guide
Chat interface:
  • IT Support chatbot available on portal
  • Natural language: “How do I connect to Wi-Fi?”
  • Escalation: “Contact human support” button always visible
Workflow enhancement:
  • Portal interactions feed into triage workflow
  • Track: Which self-service articles are most used
  • Update: Keep popular articles current and clear
  • Measure: Reduction in ticket volume from self-service
Implementation:
  • Build web portal with chat widget
  • Connect to same MagOneAI agents and knowledge base
  • Add analytics tracking
  • Promote portal during onboarding
Support global teams:Language detection:
  • Detect user’s language from issue description
  • Or detect from user profile in HRIS
Translation approach:
  • Translate incoming issue to English for triage
  • Process with English knowledge base
  • Translate resolution back to user’s language
Multilingual knowledge base:
  • Maintain runbooks in multiple languages
  • Route to language-specific KB based on user language
  • Ensure terminology consistency across languages
Supported languages:
  • Based on your employee demographics
  • Common: English, Spanish, French, German, Mandarin, Japanese
Implementation:
  • Add translation agents or API (Google Translate, DeepL)
  • Configure multilingual embedding models
  • Test thoroughly for accuracy
  • Have native speakers review critical translations
Ensure timely responses:SLA tracking:
  • Define SLAs by severity:
    • CRITICAL: 30 minutes
    • HIGH: 4 hours
    • MEDIUM: 8 hours
    • LOW: 24 hours
Automated reminders:
  • 50% of SLA: Reminder to assigned agent
  • 75% of SLA: Escalate to team lead
  • 90% of SLA: Escalate to manager + alert
  • SLA breach: Create incident, notify leadership
Smart escalation:
  • If agent hasn’t responded, auto-reassign to available agent
  • If team is overloaded, offer self-service resources to user
  • If repeated escalations, suggest knowledge base improvement
Implementation:
  • Add timer nodes to track elapsed time
  • Condition nodes at SLA checkpoints
  • Notification nodes for reminders and escalations
  • Integrate with ticketing system SLA features
Reporting:
  • SLA compliance rate
  • Breaches by category and team
  • Average resolution time
  • Identify bottlenecks and training needs

Example triage results

Here’s what triage classifications look like:
Input: “I can’t connect to Wi-Fi at the office. It keeps asking for a password but won’t accept mine.”Triage Output:
Action: Auto-resolve with Wi-Fi setup guide from knowledge base

Measuring success

Track these metrics to demonstrate value: Efficiency metrics:
  • % of tickets auto-resolved (target: 30-40% for mature systems)
  • Average time to first response (auto vs. human)
  • Average time to resolution (auto vs. human)
  • % of tickets correctly triaged
  • Reduction in L1 ticket volume
Quality metrics:
  • Auto-resolution success rate (user confirms resolved)
  • Triage classification accuracy
  • Escalation appropriateness (were escalations necessary?)
  • SLA compliance rate
  • User satisfaction scores
Business impact:
  • IT team hours saved per month
  • Reduction in average resolution time
  • 24/7 coverage without additional headcount
  • Improved employee productivity (faster resolutions)
  • Knowledge base ROI (solutions reused via RAG)
Example success metrics after 3 months:

Next steps

Now that you’ve built an IT support triage workflow, explore related cookbooks:
Need help integrating with your specific ticketing system or building custom diagnostic workflows? Contact our solutions team for IT automation guidance.