Create Triage Rule

Define conditions and actions to automate ticket handling.

1Basic Information

Rule Name

Description

Enable this rule immediately

★Rule Priority & Cascading

Rule Priority

Higher = evaluated first. Recommended: 100+ for specific rules, 0 for fallbacks.

Stop on Match

If checked, no further rules will be evaluated after this one matches.

Fallback Rule

Only matches if no higher-priority non-fallback rules matched first.

2Scope & Conditions

Applies to Boards

All boards included (Global)

Summary Contains Keywords

Match Priority

Match Status

No statuses found.

Max Ticket Age (Hours)

Any

Leave empty to include all tickets.

Exclude Bundled (Child) Tickets

Minimum AI Confidence

Only apply this rule if AI is 0% confident. Set to 0 to ignore.

3Actions

Require Human Review

If checked, actions will be saved as "Pending" until you approve them.

Set Priority To

Set Agreement To (ID)

Enter specific Agreement ID to enforce.

4Assignment Logic

Method

Manage Member Skills