Helpdesk Automation

Five steps to route a ticket. Only one of them needs to think.

Unmeshed handles helpdesk automation end-to-end. A ticket comes in, gets looked up in your CRM, checked against your knowledge base, classified by AI, and routed, with a human only stepping in for the edge cases that actually need judgment. Most of the workflow costs nothing to run.

Classification is the only paid stepHuman in the loop for edge casesFree tier available

Trusted by teams at leading organisations

American ExpressJPMorgan ChaseAtlassianUWMCoupangGE HealthCareDTDLT LogoClariAmerican ExpressJPMorgan ChaseAtlassianUWMCoupangGE HealthCareDTDLT LogoClari

What Changes

Every ticket gets the same five steps. Most of them do not need an AI model to run.

Before
An agent manually checks the CRM, searches the knowledge base, and guesses at a category before routing
Every ticket gets the same expensive AI call, whether it needed one or not
Misrouted tickets bounce between queues until someone notices
Edge cases get stuck in the same queue as routine password resets
After
CRM lookup and knowledge base search happen automatically, before classification ever runs
Classification is the one step that costs anything; everything else runs as free, deterministic logic
Routing and assignment are rule-based, driven by what classification actually found
Tickets that need judgment go to a human, with full context already attached

Ingest

A Ticket Comes In, Parsed Before Anything Else

The ticket gets parsed into a clean, structured shape the moment it arrives. This is free, deterministic work; no model needed to pull apart a ticket's basic fields.

  • RULE

    Parse the incoming ticket into a structured format

  • RULE

    No AI call yet; this step is pure logic

  • RULE

    Every ticket gets logged before classification begins

Intake Path

Ticket Received

# ticket_received

Parse Ticket

# parse_ticket

Log Ticket

# log_ticket

Enrichment Path

Parsed Ticket

# parsed_ticket

CRM Lookup

$0

# crm_lookup

KB Search

$0

# kb_search

Context Attached

# merge_context

Enrich

CRM and Knowledge Base, Both Free

Before anything gets classified, the workflow looks up the customer in your CRM and searches your knowledge base for relevant context. Both are API calls, not model calls, so this enrichment costs nothing to run.

  • RULE

    Look up the customer and account context in your CRM

  • RULE

    Search the knowledge base for relevant articles

  • RULE

    Both steps run as API calls, zero model cost

Classify

The One Step That Actually Costs Something

This is the only step in the whole workflow that calls a model. Intent, urgency, and category get classified here, using the CRM and knowledge base context gathered in the steps before it.

  • AI

    Classifies intent, urgency, and category from the ticket and its context

  • RULE

    This is the single paid step in the entire workflow

  • RULE

    Classification output feeds directly into routing

Classification Path

Ticket + Context

# enriched_ticket

Classify Ticket

AI

# classify_ticket

Classification Output

Intent: billingUrgency: highCategory: refund

Routing Path

Routing Decision Table

# route_ticket

Queue

# assign_queue

Agent or Team

# assign_agent

Human Review

# edge_case

Route

Assign Based on What Classification Found

Routing and assignment are rule-based, not another model call. A decision table maps classification output to a queue, a team, or a specific agent, and edge cases route to a human with full context attached.

  • RULE

    Route to the right queue based on classification output

  • RULE

    Assign to an agent or team automatically for clear cases

  • HUMAN

    Edge cases route to a person, not back into the general queue

What the Workflow Actually Costs

Five steps to route a ticket. Four of them are free. The fifth is the only one that needs to think.

1 of 5 steps

Calls a model; the rest are free logic

CRM and knowledge base

Both zero-cost API calls

Human in the loop

Only for what actually needs judgment

Connects to Your Stack

Works with the helpdesk and CRM you already run.

ZendeskFreshdeskSalesforceAny CRM via APISlack

Inside the Workflow

Four pieces, one workflow.

Parse for free

Structuring a ticket does not need a model, and does not cost one.

Enrich for free

CRM and knowledge base lookups run as API calls, not AI calls.

Classify once

The one step that actually needs a model, isolated from everything else.

Route by rule

Classification output drives routing, not another expensive call.

Why It Holds Up in Production

Built so you can see exactly what each ticket cost to route.

Cost isolated

Only the classification step touches a model; everything else is free.

Context attached

Edge cases reach a human with CRM and knowledge base context already pulled.

Full run history

Every step a ticket went through is logged and readable.

Rule-based routing

Queue and agent assignment stay consistent, not reinvented per ticket.

Frequently asked questions

Still have questions? Talk to us.

See exactly what it costs to route a ticket.

Connect your helpdesk, CRM, and knowledge base, and this workflow handles ingestion, enrichment, classification, and routing automatically.