Intelligent Technician Assignment
Neo intelligently routes and assigns support tickets to the most appropriate technician based on their expertise, availability, and workload. By analyzing historical ticket data, technician skills, and current workloads, Neo ensures that each ticket is handled by the right person at the right time, improving resolution times and team efficiency.
Ensure all technicians who should be considered for ticket assignment have their complete profiles synchronized with Neo, including their skills, specializations, and availability patterns.
Set up the intelligent dispatch system by configuring which factors Neo should prioritize when matching tickets to technicians, such as technical expertise, current workload, availability windows, or customer relationships.
Create detailed custom instructions to handle specific assignment scenarios (e.g., "Always assign tickets from Company XYZ to John Doe as he is the dedicated account manager" or "Prioritize Level 2 technicians for networking issues").
Start with a conservative approach by having Neo add ticket notes with its assignment recommendations. Once you're confident in Neo's decision-making, enable automatic ticket assignment through the "Write to PSA" action to fully automate the dispatch process.
For optimal matching, ensure all technicians have comprehensive profiles in Neo with accurate skills, certifications, and specialization information.
Develop clear, specific instructions that capture your organization's ticket assignment policies, team structure, and customer relationship considerations.
Configure which factors should influence assignment decisions (e.g., expertise match, workload balancing, response time requirements) and their relative importance.
Verify that the "Assign Ticket To Technician" action is properly configured in your workflow to enable Neo to automatically assign tickets after making its recommendations.
This example shows how Neo analyzes a dispatch decision in detail. Notice how Neo understands the current date, factors in weekends and holidays for deadlines, analyzes technician schedules (including out-of-office and existing commitments), considers company continuity and expertise, and even adjusts tentative calendar entries to efficiently schedule the new high-priority ticket. This demonstrates Neo's capability to make complex scheduling decisions with transparent reasoning.
