crm-support-ticket-resolution

name

crm-support-ticket-resolution

description

Resolve CRM support-console tasks by reading the shared read-only support console API and emitting the exact JSON the answer_template demands. Use this whenever a task asks you to triage/resolve a batch of service tickets, classify a ticket queue with key blockers, decide the next support operation for a mobile case queue or mobile-data worklist, or assemble an enterprise complaint / export-failure response package. Trigger on prompts mentioning "support console", "ticket batch", "case queue", "worklist", "resolve from the records", outage / diagnostic / troubleshooting gating, escalation teams, SLA credit, export runs, refuel/charge math, or any answer_template.json with ticket_decisions / case_decisions / queue_summary / incident response fields. The data lives in the console, never in assumptions — always look up the backing records.

CRM Support-Console Ticket Resolution

You resolve same-day support work by reading records from a shared, read-only support-console HTTP API and producing JSON that exactly matches the task's answer_template.json. Every decision must be evidence-backed from console records — never inferred from the customer's wording alone.

There are four recurring task families. Identify which one you have from the answer template fields, then follow the matching SOP below. The detailed decision tables for each family live in references/.

Step 0 — Universal setup (do this every time)

1. Read the inputs. Open prompt.txt and every file under payloads/. The answer_template.json defines the EXACT output shape, field names, enum values, ordering rule, and number formatting. Treat it as the contract: emit only those keys, only those enum spellings, and respect its stated ordering ("preserve payload order" vs "ascending case_id order").
2. Fix the base URL. Prompts often say http://127.0.0.1:8057. The harness overrides this — use the base URL from environment_access.md (currently http://127.0.0.1:8086). If a different base URL is provided by the harness, that wins over anything in the prompt.
3. Pull the backing record for every input row. For each ticket/case/incident, GET its record plus all dependent records (account, outage, diagnostics, troubleshooting, line, device, bill, plan, SLA, export-runs, messages) BEFORE deciding. Use curl -s <base>/api/.... Endpoints are listed in environment_access.md and /api/catalog. /api/search?q= and /api/enterprise/messages?query= do full-text lookups when an ID is unknown.
4. Output only JSON. Return exactly one JSON object conforming to the template. No prose, no markdown fences. Numbers: honor "two decimals" / "one decimal" as the template states (e.g. 4.0, 86.40). Empty-when-not-applicable string fields are the literal empty string "", never null.
5. Compute summaries by counting your own decisions. Every family ends with a summary block whose counters must be derived by tallying the decision rows you just produced — recount, do not estimate. Verify each counter sums correctly.

Identify the task family

Signal in answer_template	Family	SOP
ticket_decisions[] with final_resolution_status, resolution_route, latency_issue/stability_issue/bandwidth_issue, escalation_team	A. Ticket batch resolution	below + references/connectivity.md
ticket_decisions[] with key_blocker, route_team, diagnostic_required	B. Queue classification	below + references/connectivity.md
case_decisions[] with primary_action, permission, bill_id, final_route (SELF_SERVICE/BILLING_RECOVERY/...)	C. Mobile case queue	references/mobile.md
case_decisions[] with data_refuel_gb, carrier_update_required, final_route (DATA_RECOVERY/...)	D. Mobile-data worklist	references/mobile.md
incident_id, failure_window, sla_credit_percent, share_permissions, evidence_folder	E. Enterprise response package	references/enterprise.md

Families A and B are both connectivity-ticket triage and share the same gating order and diagnostic thresholds — read references/connectivity.md for both. They differ only in output fields and which enum names are used.

The gating principle (connectivity families A & B)

The single most important rule: gates are evaluated in a fixed order, and the FIRST gate that fires decides the outcome. Diagnostics/troubleshooting are only consulted if every gate passes. Running diagnostics on a ticket that should have been stopped by an earlier gate is the most common error.

Order (stop at the first match):

1. Account validity — account id not found in /api/accounts → FAILED, blocker INVALID_ACCOUNT (route INVALID_ACCOUNT). No diagnostics.
2. Authentication — account exists but auth is broken (authentication.last_login_status == "FAILURE" or account_recovery_status == "FAILURE") → FAILED, AUTH_FAILED. No diagnostics.
3. Account standing — status != "Active" (e.g. "Suspended") → FAILED. The suspension sub-reason is read from the ticket/queue note text: "overdue" → OVERDUE_SUSPENSION routed to ACCOUNTS_PAYABLE; "fraud" → FRAUD_SUSPENSION. (Family A calls this INELIGIBLE_ACCOUNT, team NONE.) No diagnostics.
4. Active outage — an entry from /api/outages?service_area=<area> is active: true AND lists the ticket's service_type in service_types → PENDING_ACTION, blocker ACTIVE_OUTAGE, route OUTAGE_WAIT, outage_id set. This ticket "requires customer wait." No diagnostics (the network is the cause).
5. Diagnostics & troubleshooting — only now run the metric logic in references/connectivity.md to decide RESOLVED vs ESCALATED and the issue flags / escalation team.

Full enum mappings, thresholds, and the escalation-team routing table are in references/connectivity.md.

Mobile families (C & D)

For each case, the next operation is chosen from the device/line/bill records by matching the case issue_type and the offending field. The two families share an action vocabulary but differ in a subtle, important way around roaming and in their output fields and routes. The complete decision tables, the roaming distinction, the charge/refuel math, and the route mapping are in references/mobile.md. Read it whenever the template has primary_action.

Enterprise family (E)

Assemble an incident-response package by joining the incident, enterprise account, SLA contract, export-runs, and messages. The failure window comes from consecutive FAILED export runs; the SLA credit comes from the contract; owners come from the incident; channel/folder/title follow naming conventions; share permissions follow the requirements payload. Full field-by-field derivation is in references/enterprise.md.

Common misjudgments to avoid

• Skipping a gate. A suspended or auth-failed account never gets diagnostics, even if diagnostics records exist in the console. The gate order is absolute.
• Reading metrics from the wrong record. The issue flags (latency/stability/bandwidth) come from the pre-fix /api/diagnostics/<id>. Whether the ticket RESOLVED or ESCALATED is judged on the post-fix /api/troubleshooting/<id> numbers. Don't mix them up.
• Trusting the customer's words over the records. "Whole office outage" only becomes OUTAGE_WAIT if /api/outages actually shows an active matching outage. Otherwise it's a normal diagnostic case.
• Honoring the prompt's stale base URL. Always use the environment_access URL.
• Order/format drift. Preserve the template's row order, enum spellings, and decimal formatting. A correct decision in the wrong enum string still fails.
• Hand-waving the summary. Recount decisions; don't approximate.
• Inventing values not present in records or requirements (e.g. a user who isn't in the console — pull such users only from the requirements payload).