Triage Agent

The Triage Agent is an AI-powered assistant that automatically processes and categorizes maintenance issues as they're reported. It runs immediately when issues are created, ensuring proper assignment and prioritization from the start.

What the Triage Agent Does

The Triage Agent acts as your first responder for maintenance issues. When an issue is reported by a pro, guest, or manually added, it can:

Automatically categorize issues - Classify the issue by type, trade, and urgency based on the description
Assign to the right person - Route issues to appropriate team members or pros based on your rules
Set priority levels - Determine urgency and impact to ensure critical issues get immediate attention
Apply labels and tags - Organize issues with consistent categorization for better tracking
Trigger workflows - Initiate automated responses based on issue type or severity
Create initial action plans - Suggest next steps and recommended pros for resolution

Instant Processing: The Triage Agent runs automatically at the moment an issue is created, ensuring no issue goes unnoticed or unassigned.

How It Works

The Triage Agent processes each issue through an intelligent workflow the moment it's reported:

Issue Detection - Triggered when an issue is created by a pro, guest, or manually entered
Content Analysis - Analyzes the issue description, photos, and context to understand the problem
Categorization - Classifies the issue by type (plumbing, electrical, HVAC, etc.) and urgency
Assignment Logic - Applies your rules to assign to the appropriate person or team
Action Planning - Suggests immediate actions, recommended pros, and estimated timeline

Configuring the Triage Agent

Customize how the Triage Agent handles incoming issues:

Assignment rules - Define which team members or pros handle specific issue types
Category mappings - Set how different issue descriptions map to maintenance categories
Urgency criteria - Configure what keywords or patterns indicate emergency vs. routine issues
Auto-workflow triggers - Set which issue types automatically start specific workflows
Notification routing - Define who gets notified for different issue categories and urgencies
Default assignments - Set fallback assignments when the agent can't determine the best person

Viewing Agent Activity

You can see the Triage Agent's decisions on each issue in the maintenance section. The activity log shows how the issue was categorized, who it was assigned to, and why those decisions were made.

Manual Override

All triage decisions can be manually adjusted. You can reassign issues, change categories, update priorities, or modify the agent's suggestions at any time. The agent learns from your overrides to improve future triage decisions.

Key Benefits

Instant response - Issues are categorized and assigned immediately upon creation
Consistent processing - Every issue follows the same triage rules for reliable handling
Reduced manual work - No need to manually sort and assign routine issues
Better prioritization - Urgent issues are automatically flagged and routed appropriately
Clear accountability - Every issue has an assigned owner from the start
Faster resolution - Proper initial routing means issues get to the right person faster