Pilot project · AI Support Operations

Dispatch

Built and validated an AI-powered support-routing prototype for a US fintech, after mapping exactly where tickets were getting stuck. It covered classification, deduplication, routing, and workload balancing across 2,000+ monthly tickets.

Fractional product leadership 2025

Overview

Validated AI routing in one week

Product

AI Support Pipeline

A full pipeline: it classifies tickets, flags duplicates, routes each one to the right team and person, builds an FAQ automatically, and answers questions about the ticket history.

Client & context

US Fintech

Fast-growing company processing 2,000+ support tickets per month, with a 10-person support team spread across multiple specialized squads.

My Role

Fractional product leadership

One-week engagement: identified the bottleneck, designed the system, built a working prototype with OpenAI API, and validated a pilot scenario with historical ticket data.

The problem

2,000 tickets a month, all routed by hand

Manual triage

One person sorting everything

Every ticket had to be manually categorized, then assigned to the right team, then balanced across agents. One person spent a significant chunk of their time just routing, not solving customer problems.

Downstream waste

Duplicates, imbalance, no self-serve

Duplicate tickets clogged queues. Some agents were overloaded while others sat idle. Many questions already had answers buried somewhere, but there was no FAQ, no knowledge base, nothing.

Product loop

A four step pipeline for automatic ticket routing

Each ticket passes through a multi-step AI pipeline: classify, deduplicate, route, and balance, then the same data feeds a live FAQ and a conversational query layer.

1

Classify and deduplicate

OpenAI API scans each incoming ticket, assigns a category from the company's taxonomy, detects near-duplicates, and flags tickets that already have known answers.

2

Human review fallback

If the model's confidence score for classification drops below 95%, the system holds the ticket in a queue for a human to check before it moves on.

3

Route and balance workload

High-confidence tickets are distributed evenly across specialized squads based on current load, preventing one person from drowning while others wait.

4

Generate FAQ and answer queries

Recurring patterns automatically update a structured FAQ. A conversational tool lets the team query ticket history directly.

Key decisions

Three choices that made the automation work

Mapping bottlenecks

Fixing triage before response

We observed support workflows end-to-end and realized the main delay was sorting and routing tickets rather than writing answers. We focused our scope on automating triage first.

Evaluation dataset

Testing accuracy on past data

Rather than guessing if prompts worked, we built a dataset of 200 past tickets and ran test scripts to measure classification accuracy and eliminate errors before launch.

Building agent trust

Designing transparent reasoning

To help support agents trust automated decisions, routing rules displayed clear citations showing why a category was chosen, along with easy one-click manual overrides.

Standalone pilot

Validating before live integration

We built and validated a working prototype on historical tickets in five days. Testing standalone allowed us to refine routing logic before connecting to live customer support channels.

Results

Proven time savings in pilot testing

15h / week

Manual triage eliminated

Saved an estimated 15 hours per week by routing tickets automatically in seconds instead of three minutes of manual sorting per ticket.

92%

Classification accuracy

Automated categorization matched existing company guidelines in simulation runs across 10,000 historical support tickets.

30%

Duplicate tickets flagged

Flagged 30% of incoming tickets as repeat requests, reducing queue clutter and automatically generating self-serve FAQ answers.

Retrospective

What I learned

Prototype standalone before integrating live systems

Building a working prototype on historical data is faster and safer than modifying live software on day one. Showing concrete results on past data makes team buy in much easier.

Treat internal tools with the same product rigor as consumer apps

The biggest risk with AI automation is adoption. Involving support reps from day one to design routing rules ensures the tool fits real daily workflows and gets enthusiastic adoption.