ResolveCX
    ResolveCX AI›AI Classification

    AI Classification for Cases, Complaints and Inquiries

    ResolveCX AI helps categorise inbound cases, complaints and inquiries using available case information. The identified category can route work to the right team or trigger immediate escalation under your configured rules. Teams retain oversight, review exceptions and remain responsible for case decisions.

    Illustrative workflowClassify inbound work, then apply the handling rules
    1. INBOUND WORKCases, complaints and inquiries
    2. AI CLASSIFIESIdentified issue category or classification
    3. ROUTING RULESRight team or immediate escalation
    4. TEAM OVERSIGHTTeams check exceptions and own case decisions

    Category-based routing and escalation follow configured rules. Illustrative only; availability depends on configuration.

    1. Classify

      Cases, complaints and inquiries

    2. Route

      Categories guide team assignment

    3. Escalate

      Direct escalation where rules require it

    4. Oversight

      Teams review exceptions and own decisions

    What it does

    From Inbound Content to the Right Handling Path

    AI classification is an intake capability for all kinds of inbound case work, not just complaints. It helps distinguish an inquiry, a service issue or a complaint and identify the category that should guide handling. Source availability depends on your connected systems and permissions.

    Connect your category framework to agreed team-routing and escalation rules. The identified category can send work to the appropriate team or straight to an escalation path when the configured criteria are met. Teams review uncertain classifications and routing exceptions; a category does not establish regulatory status or a final outcome. Sentiment-based routing can add a separate contextual cue, not replace classification.

    Classify inbound cases, complaints and inquiries
    Use an agreed category framework and authorised case content
    Route by category to the right team under configured rules
    Support immediate escalation where configured criteria require it
    Review and correct ambiguous classifications or routing exceptions
    Keep specialist assessments and final case decisions with people

    Classification, Routing and Escalation Workflow

    01

    Inbound work enters the case workflow

    Cases, complaints and inquiries are classified using available, authorised information from your connected intake sources. The scope of those sources depends on your implementation.

    02

    AI identifies the category

    AI analyses the inbound content against your agreed category framework to identify the issue. Teams can check and correct a classification when it is ambiguous or does not fit.

    03

    The category guides team routing

    The identified category is matched to configured routing rules so the case can be directed to the right team. A general inquiry does not have to enter the same handling path as a complaint.

    04

    Escalation criteria are checked at intake

    Where configured rules require it, the classification can send the case straight to an escalation path instead of a standard team queue. Regulatory and safeguarding assessments remain with qualified people.

    05

    Teams retain oversight and ownership

    Handlers review uncertain classifications, correct categories or routing where needed and remain accountable for investigation, responses and final decisions.

    Industry use cases

    AI Classification Across Industries

    Telecommunications

    Classify a billing inquiry, a service case or a customer complaint, then apply the configured category-to-team mapping. Cases meeting agreed escalation criteria can take the escalation path from intake.

    Financial Services

    Distinguish an account inquiry from a service issue or complaint so each reaches the appropriate team. Configured categories can support specialist escalation; qualified reviewers still determine regulatory status and obligations.

    SaaS & Technology

    Separate product questions, technical support cases, billing inquiries and complaints. Classification can direct work to support, billing or another designated team under agreed rules, including escalation where required.

    Manufacturing

    Categorise warranty inquiries, delivery cases and quality complaints to support routing to the responsible team. An identified category can take a direct escalation path when the configured handling rules require it.

    Why it matters

    Category-Based Routing With Team Oversight

    AI classification and configured rules support intake, team assignment and escalation. Teams define the handling framework, review exceptions and remain responsible for specialist assessments and case outcomes.

    AI classification and routing responsibilities. AI support and human responsibility within the same configured workflow.
    TaskAI-assisted supportHuman responsibility
    Inbound classificationClassifies cases, complaints and inquiries from available authorised content.Agrees the taxonomy and reviews uncertain or incorrect classifications.
    Team routingThe identified category can direct work to the right team through configured rules.Defines routing rules and checks exceptions or inappropriate assignments.
    Immediate escalationCategory-based rules can send qualifying cases straight to an escalation path.Agrees escalation criteria and assigns appropriate specialist oversight.
    Regulatory reviewDoes not establish regulatory status or compliance.Qualified specialists assess obligations and evidence.
    Case decisions and outcomesClassification and routing do not establish a finding or customer outcome.An authorised person owns investigation, responses and final decisions.

    Questions About Classification

    Practical evaluation guide

    Evaluating classification, team routing and escalation together

    A useful classification evaluation covers the full inbound workload: cases, complaints and inquiries. Check not only whether the category fits, but whether its configured handling rules send the item to the appropriate team or escalation path.

    Illustrative review scenario

    Different inbound items need different handling paths

    A customer asking how a charge is calculated may need a billing inquiry response; a customer disputing that charge may need complaint handling. A separate case may fall into a category requiring immediate specialist escalation under your agreed rules. Test these as distinct examples, then include an ambiguous item. Check the source, the identified category, the mapped destination and how a handler corrects an unsuitable classification or route.

    Questions to agree before use

    • Does the proposed category reflect the substantive issue, not just its wording?
    • Which team is mapped to each case, complaint or inquiry category?
    • Which categories or handling criteria require immediate escalation?
    • How do handlers correct uncertain classifications or routing exceptions?

    Classification identifies the issue; configured routing and escalation rules determine the handling path. People remain responsible for exception review, specialist assessment and the final case decision.

    ResolveCX AI

    See AI Classification and Routing in Action

    Bring sample cases, complaints and inquiries alongside your category framework. Explore how classification maps work to the right team, which cases require immediate escalation and how handlers review exceptions.

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