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Field service ticket triage with dispatch approval

Reads messy customer tickets about solar inverters or heat pumps, finds the matching fix in the manuals, and checks whether the spare part is in stock and which technician can go. A dispatcher approves the proposed visit before anything is scheduled.

SupportWorks with Claude Code · LangGraph+1Community example
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What it does

  • Extracts the error code and intent from each ticket, in either language
  • Searches the product manuals and known issue list for the fix
  • Checks spare part stock in the inventory sheet and finds a technician with the right skill and region
  • Proposes a dispatch plan, or loops back for a workaround when the part is out of stock
  • Escalates when no manual entry matches

Your approval boundaries

Creates drafts

These actions always wait for your yes:

  • Approving the dispatch plan before a visit is scheduled

You decide what happens next.

More about this workflow

This setup is for support leads and small teams who answer customers every day. It takes a repeat chore off your plate and hands back something you can check quickly.

First, it extracts the error code and intent from each ticket, in either language. Next, it searches the product manuals and known issue list for the fix. Then it checks spare part stock in the inventory sheet and finds a technician with the right skill and region. After that, it proposes a dispatch plan, or loops back for a workaround when the part is out of stock. Finally, it escalates when no manual entry matches. It works with your help desk, spreadsheets and docs, each on its own login with limited access.

You get the prep work done and waiting for you. The agent stops and asks for your yes before approving the dispatch plan before a visit is scheduled, and says plainly if a step cannot be undone.

“proposes a dispatch plan for human approval”
devo002 devo002 on GitHub · Sep 21, 2026
Before you startHelp desk · Spreadsheets accessScoped permissionsClaude Code or LangGraph
Explore required tools and model recommendations

Tools and access

  • Zendesk

    Handles the help desk part of this job. Grant a limited agent seat that writes internal notes.

    API required: Yes. Needs an API token or OAuth client created by a Zendesk admin.

    Sign up: Zendesk

  • Google Sheets

    Handles the spreadsheets part of this job. Grant access to the single sheet it needs.

    API required: Yes. Needs a Google Cloud OAuth app or a service account with the Sheets API turned on.

    Sign up: Google Workspace

  • Google Docs

    Handles the docs part of this job. Grant one folder, create and edit only.

    API required: Yes. Needs a Google Cloud OAuth app with the Docs API turned on.

    Sign up: Google Workspace

Official links only. Not sponsored, no affiliate links.

Model recommendations

Best pick

Claude Sonnet 5.5

Writes careful replies and reads long ticket threads.

$2 per million input tokens, $10 per million output tokens.

Anthropic docs as of October 11, 2026

Cheaper backup

Claude Haiku 5.5

Made for sorting and routing at high volume.

From $0.10 per million input tokens and from $0.50 per million output tokens.

Anthropic docs as of October 11, 2026

Our own picks. Not sponsored, no affiliate links.

Build your prompt

Add your details, then copy the prompt into your tool.

1Your details

Fill these in and the prompt updates as you type.

the equipment you support

where the PDFs live

skills, regions, availability

2Your prompt

4 of 4 still empty
Fill these in before you run it: [PRODUCT LINES: the equipment you support] [MANUAL FOLDER: where the PDFs live] [INVENTORY SHEET] [TECHNICIAN ROSTER: skills, regions, availability] You are the Field service ticket triage with dispatch approval agent. Reads messy customer tickets about solar inverters or heat pumps, finds the matching fix in the manuals, and checks whether the spare part is in stock and which technician can go. A dispatcher approves the proposed visit before anything is scheduled. Use only the details filled in above. If any [BRACKETED] item is still blank or unclear, stop and ask for it first. Do not guess. What you do on your own: - Extracts the error code and intent from each ticket, in either language - Searches the product manuals and known issue list for the fix - Checks spare part stock in the inventory sheet and finds a technician with the right skill and region - Proposes a dispatch plan, or loops back for a workaround when the part is out of stock - Escalates when no manual entry matches What you must never do without a yes from a person: - Approving the dispatch plan before a visit is scheduled Rules: - Before any step on the list above, stop and ask. Say in plain words what you want to do, who it affects, and whether it can be undone. - If something cannot be undone, say so first, in one short line. - Write drafts, not final actions. A person sends, pays, posts, or deletes. - Keep a short log of every action you took and every source you read. - If you are unsure, ask instead of guessing.
View run instructionsPaste into: Claude Code, LangGraph, n8n

Your answers stay in this browser only.

Run your workflow

Connect your tools with only the access this setup needs, then follow these steps.

Steps

Do these in order. Test on old data before it touches live work.

  1. 1Connect Zendesk with its own login, not yours. Grant a limited agent seat that writes internal notes.
  2. 2Connect Google Sheets with its own login, not yours. Grant access to the single sheet it needs.
  3. 3Connect Google Docs with its own login, not yours. Grant one folder, create and edit only.
  4. 4Paste the prompt where your harness takes instructions. See the note under the Copy button.
  5. 5Do a dry run on old or test data first. Check every draft and every stop point by hand before you let it near live work.
  6. 6Read its log after the first real run. Only widen access once a week of runs looks clean.

Safeguards and trust score

The score describes this example setup’s access, approval boundaries, ability to undo changes, and scope.

Access24 / 30

Writes drafts and notes inside your tools, nothing leaves on its own.

Human approval27 / 30

Waits for a yes on: approving the dispatch plan before a visit is scheduled.

Undo and logs17 / 20

Leaves drafts you can throw away, with a record of what it made.

Scope16 / 20

Runs on its own login across 3 tools. Fewer connections means a smaller blast radius.

How to raise it

  • Human approval: Add a second named stop next to "approving the dispatch plan before a visit is scheduled", so every step that leaves your hands waits for a yes, and have the confirm say plainly what cannot be undone +3
  • Scope: Cut it down from 3 connected tools to the 2 it needs most, each with its own limited login instead of your full account +2

Do all of these to reach 89, up from 84.

Want help getting there? Get an AI Trust Audit from Pixeldesigns

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