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Solution scenario

Customer service case triage and automation

Automated classification, routing and drafting support for high-volume service queues, with clear escalation to people.

Technologies

  • Dynamics 365 Customer Service
  • Copilot Studio
  • Power Automate
  • Dataverse
  • Power BI

Outcome themes

  • Faster first response
  • Fewer misrouted cases
  • Agent time released for complex work

The problem

Service teams spend a significant part of every shift categorising incoming cases, routing them to the right queue and drafting responses to routine enquiries. Misrouting adds handoffs, service level breaches follow, and skilled agents are unavailable for complex work.

Our approach

Incoming cases are classified against a taxonomy derived from historical volume, then routed by skill, language and workload. For recurring intents, an agent drafts a response grounded in approved knowledge articles; the human agent reviews and sends. Cases the model cannot classify confidently go to a human triage queue rather than being guessed. Containment, deflection and escalation rates are reported weekly so the automation boundary can be adjusted with evidence.

Other scenarios

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