Field notes
2026 · Field notesAbout 1 min read
Customer support triage when your whole company is “support”
Tags, SLAs, and deflection—without sounding like a robot.
Small teams lose time to duplicate questions and unclear routing. Triage is not bureaucracy; it is how you see patterns. Tag by product area, billing vs product bug, and severity. Even a lightweight spreadsheet beats a single inbox where everything is equal priority.
Self-serve deflection works when help articles are accurate and linked from the product. If users search and find stale docs, they will open tickets anyway.
Tone under stress
Angry customers often want acknowledgment before solutions. Templates that skip empathy increase escalation. Train everyone who touches customers on a short de-escalation script—then the real fix.
Metrics
First response time and resolution time matter; CSAT matters if you sample enough. Use outliers to find broken docs or UX, not to blame individuals.
Putting it together
Weekly review: top five ticket reasons. If one is a bug, fix the product; if one is confusion, fix the doc.
Macros should include placeholders for order IDs and environment—never sound copy-pasted when the customer gave specifics.
Escalation path: define when engineering joins a thread. Ambiguity causes duplicate work or silence.
Thank people who report bugs clearly—they are free QA.