Support Insights Digest
Pull ticket data from the org's helpdesk, aggregate volume, top drivers, and CSAT (customer satisfaction score) into a weekly report, then distribute it to stakeholders.
When to use
- A recurring weekly (or other periodic) summary of support ticket volume, root-cause drivers, and CSAT is needed.
- Leadership or the support team wants a digestible digest instead of raw helpdesk exports.
- Trends in ticket categories or satisfaction scores need surfacing without manual spreadsheet work.
Tools
http-getshell-executewrite-filesend-email
Playbook
- Confirm the reporting window (e.g. the last 7 days) and the helpdesk host to query, using the org's designated support system.
- Call
http-getagainst the helpdesk REST API to pull raw ticket data, e.g.GET https://api.helpdesk.example.com/v1/tickets?created_after=<date>. Auth is injected by the org's Integration row for this host — never ask for, echo, or hardcode credentials. - If ticket volume is paginated, repeat
http-getcalls following the API's pagination links until all tickets in the window are retrieved. - Call
http-getagain for CSAT survey results tied to the same window, e.g.GET https://api.helpdesk.example.com/v1/satisfaction_ratings?created_after=<date>. - Use
shell-executeto run a scripted analysis pass over the pulled data (counting tickets by category/driver, computing average CSAT, identifying week-over-week deltas). - Use
write-fileto save the aggregated report as a structured document (e.g. markdown or CSV) in the location the org designates for reports. - Answer any driver classification strictly from the org knowledge base categories already present in the ticket data — never invent new policy or root-cause labels not backed by the source data.
- Use
send-emailto distribute the finished digest to the configured stakeholder list, attaching or linking the report produced bywrite-file. - If the helpdesk API returns a 401/403, or no Integration row exists for the host, stop and message a human via
send-messagenaming the service and the scopes required.
Failure modes
- Helpdesk API pagination is mishandled, producing an undercount of tickets or missing days in the window.
- CSAT scores are averaged incorrectly (e.g. mixing unanswered surveys into the denominator), skewing the reported satisfaction trend.
- The digest email is sent to an outdated or misconfigured stakeholder list, so intended recipients never see the report.
- A driver or category is inferred beyond what the raw ticket data supports, fabricating a root cause not present in the org knowledge base.
Done when
- Ticket volume, top drivers, and CSAT for the full reporting window are aggregated and written to a report file via
write-file. - The digest has been sent to stakeholders via
send-emailwith accurate figures traceable back to the raw helpdesk data. - Any data-access failures (auth errors, missing Integrations) were escalated to a human rather than silently skipped.