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🎧 Create Customer Support Kanban with AI

Customer support kanban with ticket triage, in-progress, awaiting-customer, resolved columns, Zendesk sync, AI quality agent, and SLA-breach paging.
  • Pre-built workflows
  • Edit every field
  • Multiple project views
  • Share + clone
STATUS · LIVE
v1

01 / Foundation - roots anchor data

Customer Support Kanban

Customer support kanban with ticket triage, in-progress, awaiting-customer, resolved columns, Zendesk sync, AI quality agent, and SLA-breach paging.

// roots anchor data · the workspace remembers · reflexes emerge

A customer support kanban board for support teams triaging tickets across tiers and channels in Taskade.

What's Included

  • Triage Board: New, In Progress, Awaiting Customer, Escalated, Resolved columns on a Board view
  • Tier Swimlanes: Tier 1 (FAQ), Tier 2 (technical), Tier 3 (engineering) with tier-appropriate WIP
  • Zendesk Sync: Bidirectional sync with Zendesk, Intercom, or Help Scout — card moves match ticket status
  • AI Quality Agent: AI agent scores ticket responses against quality rubric and flags coaching opportunities
  • SLA-Breach Automation: When a card sits past SLA, automation pages the lead and the on-call

Why This Template Wins

  • Quality reviews systematic: Agent scores 100+ tickets/week — manager coaches on patterns, not single tickets
  • SLAs enforced: Pages fire before customers complain — leads catch breaches in real time
  • Tier routing fast: New tickets land in the right tier swimlane in seconds via the agent

How to Use

  1. Clone this template into your Taskade workspace
  2. Customize tier columns and SLA timers
  3. Connect Zendesk, Intercom, your support tool
  4. Train the AI Quality Agent on the team's quality rubric
  5. Set up automation triggers for SLA-breach paging, escalations, and CSAT pulls

FAQ

Does this work for chat, email, and phone channels?

Yes. Channel becomes a card field — the agent adapts triage to channel norms (chat needs faster first response; email allows longer threads).

Can the agent identify training opportunities?

Yes. Agent reviews failed-CSAT tickets and surfaces patterns indicating skill gaps for team coaching.

What plan supports a 30-rep support team?

Pro ($10/mo annual) handles the team. Business ($25/mo) adds advanced quality and CSAT analytics.

CTA

Try this template free in Taskade. For Zendesk setup, see /learn/automation/automations-execution. Pair with Customer Support Templates. Browse support apps in the Community Gallery.

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