How to classify Help Scout Support Tickets & Chats with generative AI

Text Classification

Help Scout

As a user of Help Scout, you want to ensure that your support team can handle tickets and chats efficiently. However, categorizing each support ticket and chat manually can be a time-consuming and error-prone task. Generative AI can help you automate this task, ensuring that tickets and chats are routed to the right teams and resolved quickly. In this post, we’ll show you how to use generative AI to classify Help Scout support tickets and chats.

What is Text Classification?

Text classification is an NLP technique that involves using machine learning algorithms to assign predefined categories or labels to a given piece of text. The algorithms learn from a training set of labeled text data and use statistical models to identify patterns and features in the text that can be used to classify new, unseen text data.

You can use text classification in a variety of applications, such as detecting spam in emails, analyzing customer feedback, and classifying support tickets and chats.

Example Use Cases

Here are some examples of how you can use generative AI to classify Help Scout support tickets and chats:

Automatically classify tickets by urgency level, such as high, medium, or low priority.
Automatically classify tickets by category and subcategory, such as technical issues, billing, product information, or shipping and delivery issues.
Identify and classify spam tickets or chats.
Automatically prioritize urgent tickets or chats, ensuring that they get resolved quickly.
Reduce average resolution time by automating the classification process.

Teams that can benefit from using generative AI to classify Help Scout support tickets and chats include customer support, customer success, product, operations, and finance.

Finding Your Input Data and Categories

To classify your Help Scout support tickets and chats, you need to identify the data that you want to work with. You can extract this data using the Help Scout API, export it in CSV format, query a list of tickets and chats from your data warehouse or BI tool, or copy and paste with an example ticket or chat.

For more information on the Help Scout API, visit https://developer.helpscout.com/.

Next, you need to find or create your list of categories for classifying the tickets and chats. This might include ticket or chat categories, ticket or chat subcategories, or urgency levels.

Some common examples of support ticket categories include:

Technical issues
Billing and payment issues
Product information and features
Customer feedback and suggestions
Shipping and delivery issues
Account management
General inquiries
Return and exchange requests
Training and education
Sales and marketing

Once you have your data and categories, you can use generative AI to automatically classify your Help Scout support tickets and chats. This will help you to reduce the time it takes to process support tickets and chats and ensure that they are routed to the correct point of contact.

Using AirOps to perform Keyword Identification

With AirOps, you can easily extract relevant keywords and phrases from your text-based data using the Keyword Identifier data app. Here's how:

Select "Keyword Identifier" from the Data Apps page. The input required for Keyword Identifier is the "text_field" which is the input text data.
Decide where you want the analysis to be performed and stored. The Keyword Identifier data app can be easily used in the AirOps Data App page and via API, but in this example, the analysis will be performed in Snowflake through an external function called AIROPS_KEYWORD_IDENTIFIER.

Here is an example SQL query:
```
SELECT
AIROPS_KEYWORD_IDENTIFIER(text_field) as result
FROM
your_table
```
Execute the keyword extraction analysis by running the SQL query. The output will contain an array of keywords and phrases extracted from the input text data.

Example Input:

"Hello, I am having trouble with my account. I cannot seem to log in and I have tried resetting my password multiple times."

Example Output:
```
"keywords": ["trouble", "account", "log in", "resetting", "password", "multiple times"],"summary": "A customer is having trouble logging into their account and has tried resetting their password multiple times."
```

Using AirOps to perform Sentiment Analysis

With AirOps, you can easily perform sentiment analysis on any text data such as reviews, support tickets, or sales calls using Sentiment Analyzer. Here’s how:

Select "Sentiment Analyzer" from the Data Apps page. The only input for Sentiment Analyzer is some text to analyze.
Decide where you want the analysis to be performed and stored. The Sentiment Analyzer data app can be easily used in the AirOps Data App page and via API, but in this example, the analysis will be performed in Snowflake through an external function called AIROPS_SENTIMENT_ANALYZER.

Here is an example SQL query:
```
SELECT
AIROPS_SENTIMENT_ANALYZER(text_field) as result
FROM
your_table
```
Execute the sentiment analysis by running the SQL query. The output will contain a sentiment score and sentiment summary, as well as a list of positive and negative keywords extracted from the input text data.
Input:
"I'm sorry to say that I had a terrible experience with your product. The customer service was unresponsive and the product didn't work as advertised."
Output:
```
"positive_keywords": [],"negative_keywords": ["terrible experience", "customer service", "unresponsive", "product", "didn't work", "advertised"],"score": -0.8,"sentiment": "Very Negative"
```

Using AirOps to perform Text Classification

With AirOps, you can easily perform classification using generative AI. Here’s how:

Select "Text Classifier'' from the Data Apps page. Below are the possible inputs for Text Classifier.text_field: The input text data.categories (optional): Categories can be specified as a comma-separated list. Leave empty for automatic determination.multi_category: Set to “true” if the text can belong to multiple categories, or “false” if it can only belong to one category.
Decide where you want the analysis to be performed and stored. The Text Classifier data app can be easily used in the AirOps Data App page and via API, but in this example, the analysis will be performed in Snowflake through an external function called AIROPS_CLASSIFIER.

Here is an example SQL query:
```
SELECT
AIROPS_CLASSIFIER(text_field, categories, multi_category) as result
FROM
your_table
```
Execute the classification analysis by running the SQL query. The output will contain a list of keywords extracted from the input text data that are relevant to the identified categories and a list of categories that the input text data belongs to based on the provided categories or automatic determination.

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