Create Ticket Goals with AI

Introducing AI-Powered Ticket Goals – automatically identify every request in a ticket and convert them into discrete ticket tasks, giving your technicians a clear, structured to-do list of exactly what the customer asked for:

• Request Detection: AI reads the ticket summary and full conversation to identify all distinct, unresolved requests made by the customer
• Goal-Oriented Tasks: Each request is converted into a focused ticket task that represents a concrete deliverable — not a troubleshooting step
• Clear Accountability: Goals are created as ticket tasks so every technician working the ticket knows exactly what work is expected and what still needs to be done
• Completion Gate: Because goals are ticket tasks, all requested work must be completed before the ticket can be successfully moved to resolved
• Full Review: Preview every suggested goal before anything is created — edit the text of any task or exclude individual goals you don't want
• Resolved Work Excluded: AI only surfaces unresolved requests — work already confirmed as completed in the conversation is automatically omitted

Available from the Working Notes view and the Ticket Tasks tab. Click the button and select Create Ticket Goals to get started: