How to categorize support tickets using LLMs

Learn how to automate support ticket categorization using Large Language Models for faster resolutions, better resource planning, and valuable insights.
April 14, 2025

If you've ever managed a support team, you know the pain: hundreds of tickets flooding in daily with wildly different issues, urgency levels, and required expertise. Manually sorting through this deluge is time-consuming and inconsistent. One agent might tag something as "critical" while another calls it "medium priority," making it nearly impossible to identify trends or properly allocate resources.

This is where Large Language Models (LLMs) shine. With tools like OpenAI's GPT, Anthropic's Claude, or Google's Gemini, you can automate ticket categorization with remarkable accuracy. The best part? You don't need a data science degree to implement this—just a clear understanding of what you're trying to achieve and a well-crafted prompt. We will work through those in detail here.

Why categorizing support tickets matters

Before diving into how to set this up, let's talk about why categorizing support tickets properly is worth your time.

First, it leads to faster resolutions. When tickets automatically route to the right team, customers get answers sooner. It also enables better resource planning since understanding ticket volume by category helps with staffing decisions. From a product perspective, seeing which areas generate the most issues guides development priorities. You'll gain valuable customer health indicators too—sudden spikes in certain ticket types often signal potential churn risks. And finally, properly categorized tickets enable fair performance comparisons across your support team.

Setting up ticket categorization with LLMs

Let's walk through how to implement this solution step by step.

Step 1: Define your categories

The most important step is deciding what categories make sense for your business. Don't just copy someone else's system—what works for a B2B SaaS company won't work for an e-commerce site. Don’t know what categories to use, no sweat! We will walk through an automated way of coming up with potential categories later in this post.

Start by looking at your existing tickets and identifying natural groupings. Common dimensions include issue types (Product Bug, Account Access, Billing Question, Feature Request, How-To/Usage Question), priority levels (Critical for Service Down issues, High for Major Features Broken, Medium when Workarounds are Available, Low for Minor Issues), and required teams (Engineering, Customer Success, Billing/Finance, Security).

When defining your categories, consider whether you want a single category per ticket or multiple tags, if categories should be mutually exclusive, and whether you'll have an "Other" option for edge cases.

A tip from someone who's been there: keep your initial categorization simple! You can always add complexity later, but starting with too many categories creates confusion.

Step 2: Craft your LLM prompt

Now comes the fun part—creating the prompt that will instruct the LLM how to categorize your tickets. The prompt is your secret weapon, so it's worth spending time to get it right.

Note: Ideally the inputs in the sample prompts below are coming directly from your datasets (in your warehouse, CRM or spreadsheets). If you are using Fivetran Activations, source data connections will automatically turn your data into datasets ready for these LLM prompts.

Here's a basic template to start with:

For multi-dimensional categorization (like issue type AND priority), try:

Step 3: Test and refine

Before rolling this out to your entire ticket system, test it on a sample of 10-15 diverse tickets. Compare the LLM categorization with how an experienced support agent would categorize them.

If you notice issues, consider these refinements:

  • Add more detailed category definitions
  • Include examples for tricky edge cases
  • Provide more context variables in your prompt
  • Add rules for handling special situations

Remember: prompt engineering is iterative. It might take a few rounds to get it right, but the time investment pays off.

Again, if you are using Fivetran Activations, the AI Columns Preview will give you show you preview and you can iterate through the prompt quickly.

Step 4: Implement at scale

Once your prompt is working well, it's time to implement this across your entire support system. You have a few options:

  1. Use a data tool like Fivetran Activations that offers AI Columns to process tickets in batch or real-time
  2. Build a custom integration using the API from your LLM provider
  3. Use your support platform's native AI integrations (if available)

Whatever method you choose, be sure to:

  • Set up consistent data formats
  • Create a feedback loop to improve categorization over time
  • Monitor for any bias or systematic errors

Real-world example: Support ticket categorization in action

Here's what happens when you apply LLM categorization to actual support tickets:

Example Ticket 1:

Example Ticket 2:

Example Ticket 3:

Advanced techniques worth exploring

Once you've mastered basic categorization, here are some advanced applications to consider:

1. Sentiment analysis

Beyond categorization, you can use LLMs to detect customer sentiment:

2. Auto-response suggestions

Help your agents respond faster by generating response templates:

3. Root cause identification

Detect underlying patterns in your tickets:

How do you know if your LLM categorization is working? Track metrics that matter. Regularly audit samples against human judgment to measure categorization accuracy. Pay attention to the recategorization rate—how often agents change the assigned category. Your time to first response should decrease with proper routing, and tracking resolution time by category will help identify problematic issue areas in your product or processes.

LLM-based support ticket categorization is just the beginning. Once you've implemented this successfully, you can expand to automatic prioritization of tickets, topic clustering to identify emerging issues, customer churn prediction based on support interactions, and personalized self-service recommendation systems.

The future of customer support isn't about replacing human agents—it's about giving them superpowers so they can focus on what matters most: solving complex problems and building relationships with customers.

Ready to get started? Try implementing a simple version of this system with just a handful of tickets. You'll be amazed at how quickly you can start extracting value from your support data.

[CTA_MODULE]

Data insights
Data insights

How to categorize support tickets using LLMs

How to categorize support tickets using LLMs

April 14, 2025
April 14, 2025
How to categorize support tickets using LLMs
Topics
No items found.
Share
Learn how to automate support ticket categorization using Large Language Models for faster resolutions, better resource planning, and valuable insights.

If you've ever managed a support team, you know the pain: hundreds of tickets flooding in daily with wildly different issues, urgency levels, and required expertise. Manually sorting through this deluge is time-consuming and inconsistent. One agent might tag something as "critical" while another calls it "medium priority," making it nearly impossible to identify trends or properly allocate resources.

This is where Large Language Models (LLMs) shine. With tools like OpenAI's GPT, Anthropic's Claude, or Google's Gemini, you can automate ticket categorization with remarkable accuracy. The best part? You don't need a data science degree to implement this—just a clear understanding of what you're trying to achieve and a well-crafted prompt. We will work through those in detail here.

Why categorizing support tickets matters

Before diving into how to set this up, let's talk about why categorizing support tickets properly is worth your time.

First, it leads to faster resolutions. When tickets automatically route to the right team, customers get answers sooner. It also enables better resource planning since understanding ticket volume by category helps with staffing decisions. From a product perspective, seeing which areas generate the most issues guides development priorities. You'll gain valuable customer health indicators too—sudden spikes in certain ticket types often signal potential churn risks. And finally, properly categorized tickets enable fair performance comparisons across your support team.

Setting up ticket categorization with LLMs

Let's walk through how to implement this solution step by step.

Step 1: Define your categories

The most important step is deciding what categories make sense for your business. Don't just copy someone else's system—what works for a B2B SaaS company won't work for an e-commerce site. Don’t know what categories to use, no sweat! We will walk through an automated way of coming up with potential categories later in this post.

Start by looking at your existing tickets and identifying natural groupings. Common dimensions include issue types (Product Bug, Account Access, Billing Question, Feature Request, How-To/Usage Question), priority levels (Critical for Service Down issues, High for Major Features Broken, Medium when Workarounds are Available, Low for Minor Issues), and required teams (Engineering, Customer Success, Billing/Finance, Security).

When defining your categories, consider whether you want a single category per ticket or multiple tags, if categories should be mutually exclusive, and whether you'll have an "Other" option for edge cases.

A tip from someone who's been there: keep your initial categorization simple! You can always add complexity later, but starting with too many categories creates confusion.

Step 2: Craft your LLM prompt

Now comes the fun part—creating the prompt that will instruct the LLM how to categorize your tickets. The prompt is your secret weapon, so it's worth spending time to get it right.

Note: Ideally the inputs in the sample prompts below are coming directly from your datasets (in your warehouse, CRM or spreadsheets). If you are using Fivetran Activations, source data connections will automatically turn your data into datasets ready for these LLM prompts.

Here's a basic template to start with:

For multi-dimensional categorization (like issue type AND priority), try:

Step 3: Test and refine

Before rolling this out to your entire ticket system, test it on a sample of 10-15 diverse tickets. Compare the LLM categorization with how an experienced support agent would categorize them.

If you notice issues, consider these refinements:

  • Add more detailed category definitions
  • Include examples for tricky edge cases
  • Provide more context variables in your prompt
  • Add rules for handling special situations

Remember: prompt engineering is iterative. It might take a few rounds to get it right, but the time investment pays off.

Again, if you are using Fivetran Activations, the AI Columns Preview will give you show you preview and you can iterate through the prompt quickly.

Step 4: Implement at scale

Once your prompt is working well, it's time to implement this across your entire support system. You have a few options:

  1. Use a data tool like Fivetran Activations that offers AI Columns to process tickets in batch or real-time
  2. Build a custom integration using the API from your LLM provider
  3. Use your support platform's native AI integrations (if available)

Whatever method you choose, be sure to:

  • Set up consistent data formats
  • Create a feedback loop to improve categorization over time
  • Monitor for any bias or systematic errors

Real-world example: Support ticket categorization in action

Here's what happens when you apply LLM categorization to actual support tickets:

Example Ticket 1:

Example Ticket 2:

Example Ticket 3:

Advanced techniques worth exploring

Once you've mastered basic categorization, here are some advanced applications to consider:

1. Sentiment analysis

Beyond categorization, you can use LLMs to detect customer sentiment:

2. Auto-response suggestions

Help your agents respond faster by generating response templates:

3. Root cause identification

Detect underlying patterns in your tickets:

How do you know if your LLM categorization is working? Track metrics that matter. Regularly audit samples against human judgment to measure categorization accuracy. Pay attention to the recategorization rate—how often agents change the assigned category. Your time to first response should decrease with proper routing, and tracking resolution time by category will help identify problematic issue areas in your product or processes.

LLM-based support ticket categorization is just the beginning. Once you've implemented this successfully, you can expand to automatic prioritization of tickets, topic clustering to identify emerging issues, customer churn prediction based on support interactions, and personalized self-service recommendation systems.

The future of customer support isn't about replacing human agents—it's about giving them superpowers so they can focus on what matters most: solving complex problems and building relationships with customers.

Ready to get started? Try implementing a simple version of this system with just a handful of tickets. You'll be amazed at how quickly you can start extracting value from your support data.

[CTA_MODULE]

Ready to get started with Fivetran Activations?
Start your free trial
Topics
Share

Related blog posts

Start for free

Join the thousands of companies using Fivetran to centralize and transform their data.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.