The Challenge: Incomplete Issue Triage

Customer service teams are under pressure to resolve more issues on the first contact, but incomplete issue triage gets in the way. Agents misclassify tickets, miss key details or capture only part of a complex, multi-part problem. When the initial ticket is wrong or incomplete, everything that follows is slower, more manual and more frustrating for customers and agents alike.

Traditional approaches rely on static forms, rigid categorisation trees and manual note-taking. Customers describe their issues in their own words across channels – chat, email, phone, web forms – while agents try to fit this messy reality into pre-defined dropdowns and codes. Even experienced agents struggle to capture intent, urgency, product context and dependencies in one go. As a result, support systems are full of vague subjects like “problem with account” or “doesn’t work”, which are useless for accurate routing or fast resolution.

The business impact is significant. Incomplete triage leads to unnecessary transfers, repeated explanations, avoidable escalations and follow-up tickets. Average handling time and cost per ticket go up, while first-contact resolution and customer satisfaction fall. Capacity is wasted on clarifying what the issue is instead of solving it. Over time, this erodes trust in your support organisation and makes it harder to scale without constantly adding headcount.

The good news: this problem is highly solvable. With modern AI for customer service, you can interpret free-text messages across channels, infer missing attributes and auto-complete a rich issue profile before an agent ever touches the ticket. At Reruption, we’ve built and implemented similar AI-based support flows and chatbots inside real organisations, so we know both the technical and organisational pitfalls. In the rest of this page, you’ll find practical, concrete guidance on how to use Gemini to turn messy first contact into complete, actionable tickets that drive real first-contact resolution gains.

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Our Assessment

A strategic assessment of the challenge and high-level tips how to tackle it.

From Reruption’s experience building AI-powered customer service solutions and intelligent chatbots, we’ve seen that the real leverage point is what happens in the first 30 seconds of a case. Using Gemini for issue triage is not about replacing agents – it’s about automatically turning unstructured chat, email and form inputs into a complete, consistent issue profile that your team can actually work with. Done right, this becomes the backbone for higher first-contact resolution and smarter routing across your support organisation.

Treat Issue Triage as a Core Process, Not a Side Effect

Most organisations think about triage as a by-product of handling a request: the agent talks to the customer, then quickly picks a category. To make Gemini-powered triage work, you need to flip that mindset. Triage itself is a core process that determines how fast and how well you can resolve issues. That means defining which attributes really matter: problem type, product, affected feature, urgency, channel, customer segment, and any compliance-relevant flags.

Strategically, start by mapping your current triage flow and identifying where incomplete or wrong categorisation causes the biggest pain: unnecessary escalations, long back-and-forths, wrong queues. With that clarity, Gemini can be configured to extract those specific attributes from free text and multichannel conversations, instead of trying to model everything. This keeps the AI focused on the data that truly drives first-contact resolution.

Design for Human-in-the-Loop, Not Full Autonomy

For complex customer service contexts, a fully autonomous AI triage system is rarely the right first step. A more robust approach is to treat Gemini as a co-pilot for agents: it interprets chat, email and call transcripts, proposes the likely issue structure and category, and lets agents confirm or adjust with one click.

This human-in-the-loop design significantly reduces risk, because agents remain in control of final classifications and can catch edge cases. It also builds trust in the AI over time. As agents see that Gemini’s suggestions are mostly accurate and save them time, adoption grows naturally rather than being forced. Strategically, this gives you a path to increase automation levels later, starting with low-risk segments (e.g. simple “how-to” requests) once you’ve validated performance.

Align Data, Taxonomies and Routing Rules Before Scaling

AI can’t fix a broken taxonomy. If your categories are outdated, too granular or inconsistent across regions and tools, Gemini for ticket triage will struggle and so will your agents. Before rolling out at scale, invest in cleaning up and standardising your case categories, priority rules and routing logic. Decide which labels are actually used to route tickets and measure performance, then let Gemini predict exactly those.

From a strategic perspective, this is a cross-functional effort: customer service leadership, operations, IT and data teams need a shared view of what “a complete issue” means. Once that’s aligned, Gemini becomes the glue that turns unstructured customer language into structured, actionable routing decisions. Without this alignment, you risk creating yet another layer of complexity instead of simplification.

Prepare Teams and Processes for AI-Augmented Work

Introducing AI-powered issue triage changes the way agents and team leads work. If you treat it as just another tool, adoption will stall. Instead, treat it as an evolution of roles: agents spend less time on mechanical categorisation and more on resolving edge cases, multi-part problems and emotionally sensitive situations.

Plan for training that focuses on how to use Gemini’s suggestions effectively, how to spot and correct misclassifications, and how to give feedback that can be used to retrain models. For team leaders, define new KPIs around first-contact resolution, triage accuracy and rework rates, not just handle time. This makes the AI initiative part of how the organisation measures success, not a side project.

Mitigate Risks with Guardrails and Incremental Rollouts

Risk mitigation for AI in customer service is not just a compliance topic – it’s about customer trust. Use Gemini with clear guardrails: constrain the set of allowed categories, enforce mandatory human review for high-risk topics (e.g. legal, data protection, financial loss), and monitor performance with transparent metrics.

Roll out in stages: first use Gemini to suggest internal fields that don’t affect customers directly, then extend to routing decisions, and only later to customer-facing replies if relevant. At each stage, analyse misclassification rates and impact on first-contact resolution. An incremental approach lets you prove value quickly while keeping error risk under control, which is crucial for buy-in from stakeholders like Legal, Compliance and Works Councils.

Using Gemini for incomplete issue triage is ultimately a strategic move: it shifts your customer service organisation from reactive firefighting to proactive, data-driven resolution at first contact. When AI is aligned with your taxonomies, routing rules and team workflows, it becomes a quiet but powerful engine for higher first-contact resolution and lower rework. Reruption has hands-on experience building AI assistants, chatbots and internal tools that operate in exactly this space, and we’re comfortable navigating both the technical and organisational hurdles. If you’re exploring how Gemini could fit into your own support stack, we’re happy to help you validate the use case pragmatically and design a rollout that fits your risk profile.

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Real-World Case Studies

From Banking to Automotive: Learn how companies successfully use Gemini.

JPMorgan Chase

Banking

In the high-stakes world of asset management and wealth management at JPMorgan Chase, advisors faced significant time burdens from manual research, document summarization, and report drafting. Generating investment ideas, market insights, and personalized client reports often took hours or days, limiting time for client interactions and strategic advising. This inefficiency was exacerbated post-ChatGPT, as the bank recognized the need for secure, internal AI to handle vast proprietary data without risking compliance or security breaches. The Private Bank advisors specifically struggled with preparing for client meetings, sifting through research reports, and creating tailored recommendations amid regulatory scrutiny and data silos, hindering productivity and client responsiveness in a competitive landscape.

Lösung

JPMorgan addressed these challenges by developing the LLM Suite, an internal suite of seven fine-tuned large language models (LLMs) powered by generative AI, integrated with secure data infrastructure. This platform enables advisors to draft reports, generate investment ideas, and summarize documents rapidly using proprietary data. A specialized tool, Connect Coach, was created for Private Bank advisors to assist in client preparation, idea generation, and research synthesis. The implementation emphasized governance, risk management, and employee training through AI competitions and 'learn-by-doing' approaches, ensuring safe scaling across the firm. LLM Suite rolled out progressively, starting with proofs-of-concept and expanding firm-wide.

Ergebnisse

  • Users reached: 140,000 employees
  • Use cases developed: 450+ proofs-of-concept
  • Financial upside: Up to $2 billion in AI value
  • Deployment speed: From pilot to 60K users in months
  • Advisor tools: Connect Coach for Private Bank
  • Firm-wide PoCs: Rigorous ROI measurement across 450 initiatives
Read case study →

Visa

Payments

The payments industry faced a surge in online fraud, particularly enumeration attacks where threat actors use automated scripts and botnets to test stolen card details at scale. These attacks exploit vulnerabilities in card-not-present transactions, causing $1.1 billion in annual fraud losses globally and significant operational expenses for issuers. Visa needed real-time detection to combat this without generating high false positives that block legitimate customers, especially amid rising e-commerce volumes like Cyber Monday spikes. Traditional fraud systems struggled with the speed and sophistication of these attacks, amplified by AI-driven bots. Visa's challenge was to analyze vast transaction data in milliseconds, identifying anomalous patterns while maintaining seamless user experiences. This required advanced AI and machine learning to predict and score risks accurately.

Lösung

Visa developed the Visa Account Attack Intelligence (VAAI) Score, a generative AI-powered tool that scores the likelihood of enumeration attacks in real-time for card-not-present transactions. By leveraging generative AI components alongside machine learning models, VAAI detects sophisticated patterns from botnets and scripts that evade legacy rules-based systems. Integrated into Visa's broader AI-driven fraud ecosystem, including Identity Behavior Analysis, the solution enhances risk scoring with behavioral insights. Rolled out first to U.S. issuers in 2024, it reduces both fraud and false declines, optimizing operations. This approach allows issuers to proactively mitigate threats at unprecedented scale.

Ergebnisse

  • $40 billion in fraud prevented (Oct 2022-Sep 2023)
  • Nearly 2x increase YoY in fraud prevention
  • $1.1 billion annual global losses from enumeration attacks targeted
  • 85% more fraudulent transactions blocked on Cyber Monday 2024 YoY
  • Handled 200% spike in fraud attempts without service disruption
  • Enhanced risk scoring accuracy via ML and Identity Behavior Analysis
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Insilico Medicine

Biotech

The drug discovery process traditionally spans 10-15 years and costs upwards of $2-3 billion per approved drug, with over 90% failure rate in clinical trials due to poor efficacy, toxicity, or ADMET issues. In idiopathic pulmonary fibrosis (IPF), a fatal lung disease with limited treatments like pirfenidone and nintedanib, the need for novel therapies is urgent, but identifying viable targets and designing effective small molecules remains arduous, relying on slow high-throughput screening of existing libraries. Key challenges include target identification amid vast biological data, de novo molecule generation beyond screened compounds, and predictive modeling of properties to reduce wet-lab failures. Insilico faced skepticism on AI's ability to deliver clinically viable candidates, regulatory hurdles for AI-discovered drugs, and integration of AI with experimental validation.

Lösung

Insilico deployed its end-to-end Pharma.AI platform, integrating generative AI and deep learning for accelerated discovery. PandaOmics used multimodal deep learning on omics data to nominate novel targets like TNIK kinase for IPF, prioritizing based on disease relevance and druggability. Chemistry42 employed generative models (GANs, reinforcement learning) to design de novo molecules, generating and optimizing millions of novel structures with desired properties, while InClinico predicted preclinical outcomes. This AI-driven pipeline overcame traditional limitations by virtual screening vast chemical spaces and iterating designs rapidly. Validation through hybrid AI-wet lab approaches ensured robust candidates like ISM001-055 (Rentosertib).

Ergebnisse

  • Time from project start to Phase I: 30 months (vs. 5+ years traditional)
  • Time to IND filing: 21 months
  • First generative AI drug to enter Phase II human trials (2023)
  • Generated/optimized millions of novel molecules de novo
  • Preclinical success: Potent TNIK inhibition, efficacy in IPF models
  • USAN naming for Rentosertib: March 2025, Phase II ongoing
Read case study →

Royal Bank of Canada (RBC)

Financial Services

In the competitive retail banking sector, RBC customers faced significant hurdles in managing personal finances. Many struggled to identify excess cash for savings or investments, adhere to budgets, and anticipate cash flow fluctuations. Traditional banking apps offered limited visibility into spending patterns, leading to suboptimal financial decisions and low engagement with digital tools. This lack of personalization resulted in customers feeling overwhelmed, with surveys indicating low confidence in saving and budgeting habits. RBC recognized that generic advice failed to address individual needs, exacerbating issues like overspending and missed savings opportunities. As digital banking adoption grew, the bank needed an innovative solution to transform raw transaction data into actionable, personalized insights to drive customer loyalty and retention.

Lösung

RBC introduced NOMI, an AI-driven digital assistant integrated into its mobile app, powered by machine learning algorithms from Personetics' Engage platform. NOMI analyzes transaction histories, spending categories, and account balances in real-time to generate personalized recommendations, such as automatic transfers to savings accounts, dynamic budgeting adjustments, and predictive cash flow forecasts. The solution employs predictive analytics to detect surplus funds and suggest investments, while proactive alerts remind users of upcoming bills or spending trends. This seamless integration fosters a conversational banking experience, enhancing user trust and engagement without requiring manual input.

Ergebnisse

  • Doubled mobile app engagement rates
  • Increased savings transfers by over 30%
  • Boosted daily active users by 50%
  • Improved customer satisfaction scores by 25%
  • $700M+ projected enterprise value from AI by 2027
  • Higher budgeting adherence leading to 20% better financial habits
Read case study →

Wells Fargo

Banking

Wells Fargo, serving 70 million customers across 35 countries, faced intense demand for 24/7 customer service in its mobile banking app, where users needed instant support for transactions like transfers and bill payments. Traditional systems struggled with high interaction volumes, long wait times, and the need for rapid responses via voice and text, especially as customer expectations shifted toward seamless digital experiences. Regulatory pressures in banking amplified challenges, requiring strict data privacy to prevent PII exposure while scaling AI without human intervention. Additionally, most large banks were stuck in proof-of-concept stages for generative AI, lacking production-ready solutions that balanced innovation with compliance. Wells Fargo needed a virtual assistant capable of handling complex queries autonomously, providing spending insights, and continuously improving without compromising security or efficiency.

Lösung

Wells Fargo developed Fargo, a generative AI virtual assistant integrated into its banking app, leveraging Google Cloud AI including Dialogflow for conversational flow and PaLM 2/Flash 2.0 LLMs for natural language understanding. This model-agnostic architecture enabled privacy-forward orchestration, routing queries without sending PII to external models. Launched in March 2023 after a 2022 announcement, Fargo supports voice/text interactions for tasks like transfers, bill pay, and spending analysis. Continuous updates added AI-driven insights, agentic capabilities via Google Agentspace, ensuring zero human handoffs and scalability for regulated industries. The approach overcame challenges by focusing on secure, efficient AI deployment.

Ergebnisse

  • 245 million interactions in 2024
  • 20 million interactions by Jan 2024 since March 2023 launch
  • Projected 100 million interactions annually (2024 forecast)
  • Zero human handoffs across all interactions
  • Zero PII exposed to LLMs
  • Average 2.7 interactions per user session
Read case study →

Best Practices

Successful implementations follow proven patterns. Have a look at our tactical advice to get started.

Unify Multichannel Inputs into a Single Gemini Triage Flow

The first tactical step is to give Gemini access to all relevant customer messages, no matter the channel. Practically, this means integrating your helpdesk or CRM (e.g. Zendesk, Freshdesk, Salesforce Service Cloud, custom ticketing systems) so that chat transcripts, emails and web form submissions are sent to a central Gemini-powered service.

Configure a backend service that receives the raw text plus basic metadata (channel, language, customer ID if available) and calls Gemini with a consistent prompt that asks it to identify intent, sub-intents and missing attributes. This unified triage layer ensures that your agents get a consistent set of structured fields, regardless of how the customer contacted you.

System prompt example for Gemini:
You are an AI assistant that performs customer service issue triage.
Given a customer message and context, output a JSON object with:
- primary_intent (short description)
- secondary_intents (list, if any)
- product (if mentioned)
- urgency (low/medium/high, based on impact and time-sensitivity)
- sentiment (positive/neutral/negative)
- missing_information (questions we must ask before solving)
- suggested_category (choose from the provided list)

Only use the provided categories. If unsure, pick the closest and add a note.

Expected outcome: All tickets – email, chat or forms – enter your system with a rich, consistent structure, significantly reducing time agents spend re-reading and re-classifying.

Auto-Fill Ticket Fields and Categories with Gemini Suggestions

Once Gemini returns a structured triage result, use it to auto-populate fields in your ticketing tool. Focus on high-impact fields: category, subcategory, product/feature, urgency, and any custom tags you use for routing or reporting. Present Gemini’s choices to the agent as pre-filled fields they can confirm or edit, rather than hidden automation.

Technically, this is usually a small integration: when a ticket is created or updated, trigger a call to your Gemini service and update custom fields via the helpdesk API. Include a confidence score in the JSON output and use it to conditionally auto-apply fields (e.g. automatically accept suggestions above 0.9 confidence, require confirmation below that).

Example JSON response from Gemini:
{
  "primary_intent": "billing_issue",
  "product": "Premium Subscription",
  "urgency": "high",
  "sentiment": "negative",
  "missing_information": [
    "Last invoice number",
    "Preferred refund method"
  ],
  "suggested_category": "Billing & Payments / Overcharge",
  "confidence": 0.93
}

Expected outcome: Agents spend seconds, not minutes, on triage; misrouted tickets drop and you create cleaner data for analytics.

Use Gemini to Generate Clarifying Questions in Real Time

Incomplete issue triage often comes from missing key details. Instead of relying on agents to remember every question, use Gemini to propose specific clarifying questions based on identified gaps. When Gemini outputs a missing_information list, convert it into ready-to-send prompts in the agent desktop or chatbot.

For chat or messaging, the assistant can proactively ask these questions before handing off to an agent. For calls, show agents a short list of questions to ask next, so they can gather necessary information during the first interaction.

Prompt template for clarifying questions:
You are helping a support agent complete issue triage.
Given the following ticket analysis and missing_information fields,
write 2-4 short, polite questions the agent or bot can ask to
collect the missing details in plain language.

Constraints:
- Be concise
- Avoid technical jargon
- Ask one thing per question

Expected outcome: Fewer follow-up emails and calls just to get basic details, and a higher share of issues fully solvable in the first interaction.

Enrich Triage with Historical Context and Similar Tickets

Gemini can look beyond the current message and use past interactions to produce a more complete triage result. Integrate your CRM or ticket history so that, when a new request comes in, Gemini also sees recent tickets, purchases or known issues for that customer or account. It can then infer whether this is a continuation of an existing problem or a new one.

Additionally, use Gemini to retrieve and summarise similar past tickets and their resolutions. This gives agents immediate context and proven solution paths without manual searching.

Example prompt for similar-ticket lookup and summary:
You are assisting a support agent.
Given the new ticket description and the following list of
similar past tickets and their resolutions, do two things:
1) State if this is likely a continuation of a previous issue.
2) Summarize the 1-2 most relevant past resolutions in
max 5 bullet points the agent can apply now.

Expected outcome: Agents can resolve complex multi-part problems faster by reusing proven fixes, instead of reinventing the wheel on every ticket.

Route Tickets to the Right Queue Using Gemini’s Structured Output

Once you have structured triage data, use it to power smarter routing. Configure routing rules that look at Gemini’s suggested_category, product, urgency and sentiment to send tickets directly to the most suitable queue or specialist team. This is especially valuable for multi-part problems: Gemini can flag cases that span multiple domains so they go to senior generalists instead of bouncing between specialists.

Implement this step by step: start with non-critical queues (e.g. standard “how-to” questions) and gradually extend routing automation as you confirm accuracy. Keep a fallback queue for low-confidence cases, where human triage remains primary.

Example routing logic (pseudo):
IF confidence >= 0.9 AND suggested_category starts_with "Billing" THEN
  route_to_queue("Billing_Level1")
ELSE IF urgency = "high" AND sentiment = "negative" THEN
  route_to_queue("Priority_Care_Team")
ELSE
  route_to_queue("General_Triage")

Expected outcome: Fewer transfers between teams, shorter time-to-first-response by the right expert, and measurable improvements in first-contact resolution.

Monitor Triage Quality and Continuously Retrain

To keep Gemini triage effective, set up feedback loops. Log: Gemini’s suggested category, the final agent-selected category, and whether the ticket was resolved on first contact. Regularly analyse where suggestions and final outcomes diverge, and feed representative examples back into your prompt design or fine-tuning pipeline.

Operationally, create simple review workflows: supervisors can sample tickets where Gemini’s confidence was low or where a transfer occurred despite high confidence, and flag them for model or prompt adjustments. Over time, this continuous tuning improves triage accuracy and supports new products or processes without full re-implementation.

Key KPIs to track:
- % of tickets with auto-filled categories confirmed by agents
- Misrouting rate (tickets moved between queues after first assignment)
- First-contact resolution rate by category
- Average handle time for triage steps
- Number of follow-up interactions caused by missing information

Expected outcome: A living triage system that improves over time, with realistic gains such as 20–40% reduction in misrouted tickets, 10–25% uplift in first-contact resolution for targeted categories, and noticeable reductions in internal rework and follow-ups.

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Frequently Asked Questions

Gemini analyses the raw text from customer chats, emails and form submissions and converts it into a structured issue profile. It identifies the primary intent, possible sub-intents, product or feature, urgency, sentiment and missing information, then suggests a ticket category and routing target.

Instead of agents manually guessing categories and forgetting to ask key questions, Gemini pre-fills these fields and proposes clarifying questions where needed. Agents stay in control: they can confirm or adjust suggestions, but they no longer start from a blank ticket. This significantly reduces misclassification, incomplete descriptions and the need to contact the customer again just to understand the problem.

You typically need three capabilities: a customer service process owner, basic engineering capacity, and access to your helpdesk/CRM APIs. The process owner defines what a “complete” issue looks like (fields, categories, routing rules). An engineer or small dev team integrates Gemini into your existing tools – for example, triggering Gemini when a ticket is created and updating fields based on its output.

You don’t need a large in-house data science team to start. With a clear schema and high-quality prompts, Gemini for customer service triage can be implemented using standard APIs and application logic. Over time, data or analytics specialists can help refine prompts, measure impact and extend automation.

For most organisations, an initial Gemini triage pilot can be live in a few weeks if integrations are straightforward: 1–2 weeks for scoping and prompt design, and 2–4 weeks for technical integration and agent rollout in a limited segment (e.g. one region or a subset of categories).

Meaningful improvements in first-contact resolution usually appear within 4–8 weeks of active use, as the model is tuned, agents learn to trust and use suggestions, and routing rules are refined. Larger, cross-channel deployments and heavy legacy environments may take longer, but you should still aim for a focused pilot with measurable KPIs rather than a big-bang rollout.

Costs have three components: Gemini usage (API calls), engineering/integration effort, and change management (training, process updates). Usage costs are typically modest compared to agent time, because triage prompts are relatively small and each ticket only requires a handful of calls.

On the ROI side, gains come from higher first-contact resolution, fewer misrouted tickets, less time spent on manual categorisation, and reduced follow-up contacts. Even a small improvement – for example, 10% fewer follow-up interactions or 20% fewer misroutes – can translate into substantial savings in large contact centres. The key is to define clear KPIs and measure before/after so that the ROI is visible to stakeholders.

Reruption specialises in building AI-powered customer service workflows that actually ship, not just appear in slide decks. With our AI PoC offering (9,900€), we can validate within weeks whether Gemini can reliably interpret your real customer messages, fill your target ticket fields and improve routing quality in your specific environment.

Beyond the PoC, our Co-Preneur approach means we embed with your team, work inside your P&L and take entrepreneurial ownership of outcomes. We help with use-case design, prompt and architecture choices, secure integration into your helpdesk or CRM, and the enablement of your agents and team leads. The goal is not a theoretical concept, but a working Gemini triage assistant that your agents actually use – and that measurably boosts first-contact resolution.

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