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Moderate10 minutes setup5 steps

Consulting Ticket Routing Automation Template

Pre-built ticket routing automation template for consulting. AI-powered workflow that handles ticket routing end-to-end — connect your tools and go live in 10 minutes.

3.5x
Productivity
increase in team output
-94%
Error Rate
fewer manual errors
<15min
Setup Time
to deploy your first agent
<30 days
ROI Timeline
to positive return on investment

Overview

Built specifically for consulting teams, this ticket routing template eliminates manual work by automating the entire process with AI. Connect your consulting tools, customize the business rules to match your workflow, and start automating ticket routing in 10 minutes. Every step includes intelligent AI decisions that learn from your consulting data.

Workflow Steps

Here is exactly how this template automates ticket routing for consulting businesses.

1

Ticket Submitted

Trigger

A new consulting support ticket is created via email, chat, phone, or web form.

HubSpot
2

AI Classifies Ticket

AI Decision

Arahi AI reads the ticket content and classifies it by category, urgency, and complexity using consulting-specific context.

3

Check Priority Rules

Condition

AI applies consulting priority rules — VIP customers, SLA requirements, and escalation policies — to determine routing.

4

Assign to Best Agent

Action

Route the ticket to the most qualified available agent based on skills, workload, and ticket type.

HubSpot
5

Send Auto-Response

Action

Customer receives an immediate acknowledgment with ticket number, expected response time, and relevant consulting help resources.

Slack

Use Cases for Consulting

Real scenarios where this template delivers results.

Consulting New-Hire Ramp-Up

New consulting team members work alongside AI that enforces ticket routing best practices from day one — cutting training time dramatically.

Multi-Location Consulting Consistency

Whether you have one consulting location or fifty, AI ensures ticket routing follows the same standards everywhere.

Consulting Exception Management

AI handles routine ticket routing cases automatically and surfaces only the edge cases that genuinely need your consulting team's judgment.

Compatible Integrations

This template works with the tools your consulting team already uses.

Plus 1,500+ more integrations available. Browse all integrations

Frequently Asked Questions

Got questions? We've got answers.

Start Using This Template — Free

Automate ticket routing for your consulting business in 10 minutes. No credit card required.

Or explore Ticket Routing use cases and AI agents for Consulting.