Tag and route new support tickets

A tag, a priority and a group for each new ticket, applied after you approve them.

  • On an event: When a new ticket arrives in Freshdesk
  • Asks you first

What it does

The task

Read the tickets in Freshdesk that arrived since the last run and have no tags. Choose a tag, a priority and a group for each ticket with these rules: rules. Set the priority to urgent when the customer reports lost data, a payment problem or an outage. Show me a table with the ticket, a summary of one line and your choices. Ask me before you apply them, and apply only the rows that I approve. Do not reply to customers.

  • It works in Freshdesk, in the workspace you pick, and signs in with passwords from your Cuiar vault.
  • A routine checks every 15 minutes and acts on what is new: when a new ticket arrives in Freshdesk.
  • It stops for your approval before it sends, posts, pays, books or changes a record.

What you give it

BlankWhat to giveExample
rulesYour tags and groups, and when to use eachbilling to Billing, bugs to Support L2, how-to questions to Support L1, demos to Sales

What you get back

An example run with the example values above. Your run uses your own data.

5 new tickets

TicketSummaryTagPriorityGroup
#8812Charged twice for the annual planbillingUrgentBilling
#8813How to export invoices as CSVhow-toLowSupport L1
#8814Sync with Shopify stopped at 9:10bugHighSupport L2
#8815Asks for a demo for 40 seatsdemoMediumSales
#8816No password reset e-mailloginMediumSupport L1

Waiting for your approval to apply 5 rows.

Run it in Cuiar

  1. 01

    Open it

    Click Use in Cuiar on this page. The side panel opens with the task in the composer.

  2. 02

    Fill in the blank

    Type rules. Tab moves to the next blank.

  3. 03

    Run it, then repeat it

    Run sends it once. To run it when a new ticket arrives in Freshdesk, make a routine on cuiar.com/routines or with the CLI below.

As a routine, from the terminal

cuiar routines create "Tag and route new support tickets" --schedule "*/15 * * * *" --time-zone Europe/Berlin \
  "Read the tickets in Freshdesk that arrived since the last run and have no tags. Choose a tag, a priority and a group for each ticket with these rules: billing to Billing, bugs to Support L2, how-to questions to Support L1, demos to Sales. Set the priority to urgent when the customer reports lost data, a payment problem or an outage. Show me a table with the ticket, a summary of one line and your choices. Ask me before you apply them, and apply only the rows that I approve. Do not reply to customers."

Run it from your AI agent

Claude Code, Codex, Cursor and other MCP clients reach Cuiar at https://mcp.cuiar.com/mcp. Add the server one time, then ask for the task in plain words, or call create_routine yourself.

1. Add Cuiar to Claude Code

claude mcp add --transport http cuiar https://mcp.cuiar.com/mcp

2. Ask your agent

Use the Cuiar tool create_routine to run my "Tag and route new support tickets" template with rules = billing to Billing, bugs to Support L2, how-to questions to Support L1, demos to Sales.

Setup for other agents: AI agents.

The tool call

{
  "name": "create_routine",
  "arguments": {
    "name": "Tag and route new support tickets",
    "task": "Read the tickets in Freshdesk that arrived since the last run and have no tags. Choose a tag, a priority and a group for each ticket with these rules: billing to Billing, bugs to Support L2, how-to questions to Support L1, demos to Sales. Set the priority to urgent when the customer reports lost data, a payment problem or an outage. Show me a table with the ticket, a summary of one line and your choices. Ask me before you apply them, and apply only the rows that I approve. Do not reply to customers.",
    "schedule": "*/15 * * * *",
    "time_zone": "Europe/Berlin"
  }
}
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