Service & Support Automation

Smart Triage & SLA Management

Route and prioritize support cases intelligently based on urgency, SLA policies, and agent skills - keeping queues moving and compliance on track.

Trusted by industry leaders - including Fortune 500 enterprises

Key benefits of SLA-aware triage and prioritization in Salesforce

When support teams grow, so do the complexities. Manual triage leads to misrouted cases, SLA breaches, and uneven workloads. Ascendx empowers ops leaders to automate and optimize triage - ensuring every case is handled quickly, fairly, and in full compliance.

Prioritize cases by urgency and impact

Automatically detect high-priority issues using case fields, keywords, or metadata - and route them to the right specialists.. Ensure that VIP, high-risk, or time-sensitive cases are never buried at the bottom of the queue.

Automatically detect high-priority issues using case fields, keywords, or metadata
Distribute incoming work across agents and queues based on availability, performance, or shift coverage.

Balance workflows across teams

Distribute incoming work across agents and queues based on availability, performance, or shift coverage. Prevent burnout, eliminate queue pileups, and keep your support engine running smoothly during peak volume.

Monitor and enforce SLAs

Track SLA countdowns in real time and trigger escalations or reassignments before breaches occur. Apply time-based logic that adapts dynamically to case changes, holidays, or business hours.

Track SLA countdowns in real time and trigger escalations or reassignments before breaches occur.
Use flexible logic to triage and reroute cases as new information arrives

Triage dynamically with smart rules

Use flexible logic to triage and reroute cases as new information arrives - like status updates, case notes, or escalation triggers - keeping resolution paths optimized without manual rework.

More ways this solution drives value

Boost first-response speed

Ensure no case sits idle by routing immediately to qualified agents - even during off-hours or shift changes.

Improve SLA compliance

Surface at-risk cases early and act proactively to resolve before thresholds are missed.

Unify service performance reporting

Get consistent, structured data for dashboards, SLA audits, and performance reviews across global teams.

Apps that power this solution use case

Ascendx apps work together to deliver intelligent triage, real-time SLA tracking, and dynamic routing - all within Salesforce

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1
Ortoo

Q-assign

Route support cases based on SLA status, urgency, skills, and workload - fully automated and adaptive.

2
Ortoo

Email-to-anything

Ingest unstructured emails and turn them into fully triaged Salesforce cases with real-time routing.

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3
CapStorm

CS: Enable

Sync SLA performance data to analytics platforms for compliance, reporting, and continuous improvement.

4
Documill

Documill Generate

Create branded customer comms or status summaries at key points in the triage or escalation process.

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Explore more ways to optimize customer operations

Effective triage is just one part of the service journey - see how Ascendx supports full-cycle support and CX.

Case & Task Automation

Automate post-triage case handling and internal task coordination with SLA-aware Salesforce workflows.

Customer Experience & Self-Service

Enhance CX with real-time status visibility, self-service documents, and field-ready service tools..

Stay ahead in service and support automation

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