Operations

What happens to an incoming request before a person reads it

Every organisation has an intake point - an inbox, a form, a shared number - and almost none of them know what arrives there. Requests get handled in the order they appear, by whoever is available, which means an urgent item and a routine one get the same treatment and the only thing that distinguishes them is luck.

Read a month of it before changing anything

Take one month of requests from your main intake point and sort them by what was actually being asked, not by who sent them. Almost every organisation that does this finds the same two things: a small number of categories covers most of the volume, and one category that everyone assumed was significant turns out to be three messages. Both findings change what is worth building.

Separate urgency from importance, because they route differently

An urgent request needs to reach somebody now; an important one needs to reach the right person eventually. Treating them as one scale produces a queue where the loudest message wins, which is neither. Write down what counts as urgent in your organisation - concretely, in terms somebody could apply without asking - before building anything that claims to prioritise.

The honest limit of automatic classification

Software can read a request and say which published category it resembles, and it is good at that. It cannot tell that a politely worded message is from a customer about to leave, and it cannot weigh a request against commercial context it has never seen. Use it to remove the sorting work, not to make the judgement - and keep a path by which anything can reach a person without being categorised correctly first.

Acknowledge immediately, answer honestly

The single cheapest improvement to any intake point is telling the sender what happens next and when, immediately, in terms that are actually true. "We have your request about X, it goes to the accounts team, who answer within one working day" is useful. "Your request is important to us" is not, and a promised response time you do not meet is worse than no promise at all - it converts a wait into a grievance.

Frequently asked questions

What is request triage?
Deciding what an incoming request is and where it should go, before somebody spends time reading it in full. Done well it means urgent things are seen quickly and routine things reach the person who handles them; done by default it means requests are handled in arrival order by whoever is free.
Can software decide what is urgent?
It can apply a rule you wrote. It cannot form a judgement about commercial or human context it has no access to, and treating its classification as a decision rather than a sort is how an important request ends up in a low-priority queue. Write the rule, keep a route to a person, and review what it got wrong.
Should we send an automatic acknowledgement?
Only if it says something true and specific: what the request appears to be about, who it has gone to, and when a reply is expected. A generic acknowledgement is read as confirmation that nobody has looked, and a promised response time you miss is worse than making no promise.
How do we know whether triage is working?
Measure time-to-first-substantive-reply by category, and look at the worst tenth rather than the average - the average is dominated by easy cases and the complaint you will receive is in the tail. If you cannot produce that number because requests live in four systems, that is the first finding.
Which languages can requests arrive in?
Hebrew with full right-to-left layout, English and Russian, detected from what the sender writes. For triage specifically this matters because a request described in a second language is described approximately, and an approximate description is what gets miscategorised.

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