Why Ticketing Metrics Matter
Ticketing systems have unique performance indicators that don’t apply to conversational channels. Understanding these metrics helps you:- Reduce agent workload - Measure how many tickets AI handles autonomously vs. requiring human intervention
- Improve Monday mornings - Track weekend ticket coverage to eliminate Monday backlog spikes
- Optimize ticket deflection - Identify which ticket types AI can fully automate vs. which need escalation
- Demonstrate ROI - Calculate exact hours saved and cost reduction from AI automation
- Track SLA compliance - Ensure AI responses meet your service level agreements
- Identify training gaps - Find ticket categories where AI needs better knowledge
- Balance automation with quality - Maintain resolution quality while increasing autonomous handling
The Ticketing View requires integration with Zendesk or Salesforce Service Cloud. If you haven’t connected your ticketing system yet, see the Zendesk Integration or Salesforce Integration guides.
Accessing Ticketing Metrics
Navigate to Analyze → Metrics, then switch to the Ticketing tab at the top of the page. The Ticketing View automatically filters to conversations from your connected ticketing channels (Zendesk, Salesforce). All standard filters apply to ticketing metrics:- Date Range - Focus on specific time periods
- Channel Filter - Compare Zendesk vs. Salesforce performance
- Label Filter - Segment by customer tier, product area, or priority
Understanding Ticketing-Specific Metrics
The Ticketing View emphasizes AI involvement rates and autonomous resolution - the key indicators of automation efficiency in support workflows.Involvement Rate
Definition: Percentage of tickets where the AI participated in any way (autonomous, public, or private involvement).- 80%+ involvement - AI is assisting with most tickets, excellent adoption
- 60-80% involvement - Good participation, room to expand coverage
- 40-60% involvement - Moderate adoption, investigate barriers to AI use
- Below 40% involvement - Low adoption, may indicate integration issues or team resistance
- Reduce exclusion rules that prevent AI from engaging
- Train support team on when to enable AI assistance
- Review “not involved” tickets to understand why AI didn’t participate
- Expand knowledge coverage for common ticket types
- Adjust escalation rules to give AI first attempt at resolution
Involved Tickets (Absolute Count)
Definition: Total number of tickets where AI was involved, with trend comparison to the previous period. Why absolute numbers matter: Percentage rates are important, but absolute counts reveal the actual workload impact:- Track month-over-month growth in involved ticket counts
- Correlate involved tickets with support team capacity reports
- Calculate ROI by multiplying involved tickets by average handling time
- Present to stakeholders as concrete workload reduction evidence
Relative Autonomous Rate
Definition: Percentage of AI-involved tickets that were handled fully autonomously (no human intervention needed).- 60%+ relative autonomous - Strong AI performance, minimal human intervention needed
- 40-60% relative autonomous - Moderate autonomy, significant human assistance still required
- Below 40% relative autonomous - AI mostly acting as copilot, limited full automation
Relative Autonomous Rate focuses on AI effectiveness, while Involvement Rate measures AI adoption. Both are critical: high involvement without autonomy means AI is busy but not efficient; high autonomy without involvement means AI is effective but underutilized.
Better Monday Score
Definition: Percentage of weekend tickets (Saturday and Sunday) where the AI provided at least one customer-visible response.- 70%+ Better Monday Score - Excellent weekend coverage, minimal Monday backlog
- 50-70% Better Monday Score - Good coverage, some tickets still wait until Monday
- 30-50% Better Monday Score - Moderate coverage, noticeable Monday spike remains
- Below 30% Better Monday Score - Poor weekend automation, large Monday backlog
- Review weekend tickets that weren’t answered - what made them difficult?
- Add knowledge for common weekend inquiry types
- Adjust escalation rules to be less aggressive on weekends (when immediate escalation isn’t possible anyway)
- Enable autonomous mode for straightforward ticket types outside business hours
- Test changes by comparing Saturday/Sunday performance week-over-week
Involvement Flow (Sankey Diagram)
The Involvement Flow visualization reveals how tickets move from different AI involvement levels to resolution outcomes. This is one of the most powerful tools for identifying optimization opportunities in your ticketing workflow.Understanding the Flow Structure
Visual Layout:- Left side: AI involvement level (Autonomous, Public, Private, Not Involved)
- Right side: Resolution outcome (Resolved, Escalated, Unresolved)
- Flow width: Number of tickets following that path
- Flow color: Indicates the involvement type (green for autonomous, blue for public, purple for private, gray for not involved)
Reading the Most Common Flows
Autonomous → Resolved (wide green flow to green outcome) This is your ideal state. These tickets were handled completely by AI without human intervention and successfully resolved. This flow represents pure automation efficiency - zero agent time required, immediate customer response, and successful resolution. Target: Maximize this flow over time as AI knowledge improves. Public → Resolved (blue flow to green outcome) Good outcome showing effective human-AI collaboration. The AI started the conversation, provided initial responses or assistance, and a human agent finished the ticket. The ticket was ultimately resolved successfully. Signal: If this flow is large, investigate whether better AI knowledge could convert some of these to fully autonomous. Private → Resolved (purple flow to green outcome) AI suggested responses internally, human agents sent them, and the ticket was resolved. This shows your support team successfully using AI as a copilot. Signal: If agents consistently accept AI suggestions (high private → resolved flow), consider enabling more public/autonomous modes for straightforward cases. Any → Escalated (flows to red outcome) Tickets that required human intervention regardless of AI involvement level. Escalations indicate either intentional human-in-the-loop workflows or AI reaching its knowledge limits. Signal: Review what triggered escalations - are they necessary (complex issues genuinely requiring humans) or preventable (knowledge gaps)? Any → Unresolved (flows to yellow outcome) Problematic tickets that weren’t fully resolved by anyone. These represent knowledge gaps, process issues, or abandoned tickets requiring attention. Signal: High unresolved rates in any involvement category indicate systemic problems needing investigation. Not Involved → Any (gray flows) Tickets where AI didn’t participate at all. These are typically imported historical tickets, manually excluded tickets, or cases where integration wasn’t active. Target: Minimize this flow (except for intentional exclusions like VIP customers) to maximize AI assistance across all tickets.Strategic Analysis Using the Sankey
Optimize Autonomous → Resolved This flow represents your highest ROI opportunity. Drill into this segment:- Click the flow to filter conversations
- Review resolved autonomous tickets to understand what works well
- Document patterns in successfully automated ticket types
- Use these patterns to identify similar tickets currently requiring human help
- Click the flow to view these specific tickets
- Identify common themes in what caused escalations
- Add missing knowledge for these topics
- Refine guidance to handle these scenarios better
- Monitor if these tickets shift to autonomous → resolved after changes
- Product bugs or limitations requiring engineering fixes
- Policy gaps requiring business decisions
- Extremely complex issues beyond current capabilities
- Process breakdowns (tickets fell through cracks)
- Is autonomous → resolved growing? (Success)
- Is not involved → any shrinking? (Better adoption)
- Are escalations decreasing for specific ticket types? (Knowledge improvement working)
AI Involvement vs Success Pivot Table
This detailed breakdown shows success rates across involvement and outcome dimensions, revealing which combinations work best and which need improvement.Understanding the Table Structure
Rows (AI Involvement):- Fully Autonomous
- Public Involvement
- Private Involvement
- Not Involved
- Resolved
- Escalated
- Unresolved
- Total
How to Read the Data
Strategic Uses of the Pivot Table
Compare Resolution Rates Across Involvement Types Look horizontally across the “Resolved” column:- Should you add knowledge to reduce escalations?
- Should you create specific escalation rules for these ticket types?
- Are these inherently complex issues that should always escalate?
Involvement Rate Over Time
This stacked bar chart shows how AI involvement evolves across your selected date range, revealing adoption trends and the impact of changes.Understanding the Chart
Bars represent daily or periodic ticket volume, stacked by involvement type:- Green section: Fully Autonomous tickets
- Blue section: Public Involvement tickets
- Purple section: Private Involvement tickets
- Gray section: Not Involved tickets
Trend Patterns to Watch
Growing green (autonomous) section Your AI is successfully automating more tickets over time. This indicates:- Improving knowledge coverage
- Better guidance refinement
- Increasing team confidence in AI capability
- Successful expansion of autonomous handling to new ticket types
- Better AI adoption across the support team
- Fewer manual exclusions or barriers
- Expanded coverage to previously manual ticket types
- Team trusts AI suggestions
- Effective internal adoption of copilot features
- May indicate hesitation to enable full public/autonomous mode
- May indicate knowledge degradation
- Could signal increased ticket complexity
- Might show more cautious escalation rules
Using Trends for Planning
Calculate your automation trajectory:Involvement Rate Evolution (Multi-Line Chart)
Similar to the stacked bar chart but with separate lines for each involvement type, making it easier to see individual trends and correlations.Key Cross-Reference Points
When autonomous line rises while public line falls: AI is successfully taking over tickets that previously required human finishing. This is excellent progress - you’re converting “AI + human” tickets to “AI only.” When private line rises while not-involved falls: Support team is adopting AI copilot features for tickets they previously handled alone. Good adoption signal, but may indicate opportunity to increase autonomous handling. When all involvement lines rise while not-involved falls: Overall AI adoption is increasing across all use cases. Healthy growth pattern showing AI expanding into previously manual territory. When autonomous line plateaus: You may have reached current knowledge limits. Review unresolved autonomous tickets to identify gaps preventing further automation growth.Ticketing-Specific Metrics Deep Dive
Ticket Deflection Rate
While not displayed as a separate card, you can calculate ticket deflection using the metrics provided:- 40%+ deflection = Excellent automation, significant workload reduction
- 25-40% deflection = Good automation with room for growth
- 10-25% deflection = Early-stage automation, expand coverage
- Below 10% deflection = Limited automation, focus on knowledge expansion
First Contact Resolution
First contact resolution measures whether the first response (from AI or human) successfully resolved the ticket: For autonomous tickets: If AI resolves in first interaction, this is 100% first contact resolution For public involvement: If AI’s first response led to resolution without additional human clarification questions, this counts as first contact resolution Track this by filtering to resolved tickets and reviewing message counts. Shorter conversations typically indicate better first contact resolution.Response Time Reduction
Compare average first response time before and after AI deployment:Agent Workload Reduction
Calculate the specific workload reduction from AI automation:Ticket Volume Trends
Monitor whether overall ticket volume decreases as AI improves:Using the Ticketing View in metrics Dashboard
The Ticketing View is optimized for support team workflows. Here’s how to use it effectively:Daily Monitoring
Morning check (2 minutes):- Glance at the four key metric cards
- Note any dramatic changes (red/green trend indicators)
- Check Better Monday Score if it’s Monday morning
Weekly Analysis
Wednesday review (15 minutes):- Review Involvement Rate trend - is it growing?
- Check Sankey diagram for any unusual flow patterns
- Filter to escalated tickets from this week
- Identify top 2-3 escalation reasons
Monthly Planning
First week of month (1 hour):- Compare all metrics month-over-month
- Calculate ROI (tickets saved, hours saved, cost reduction)
- Review pivot table for outcome distribution changes
- Export data for stakeholder reports
Integration with Zendesk and Salesforce Reporting
botBrains ticketing metrics complement your existing support platform analytics. Use both together for complete visibility.Zendesk Explore Integration
botBrains metrics focus on AI performance. Zendesk Explore provides broader support metrics. Compare: In botBrains Ticketing View:- AI involvement rates
- Autonomous resolution rates
- Better Monday Score
- Topic-specific AI performance
- Overall ticket volumes and trends
- Agent performance metrics
- SLA compliance rates
- Customer satisfaction by ticket type
- First response time and resolution time
Salesforce Service Cloud Dashboards
Similar complementary relationship with Salesforce: In botBrains Ticketing View:- AI effectiveness by case type
- Involvement and autonomous rates
- Weekend coverage metrics
- Case volume by product/priority
- Agent productivity metrics
- Escalation paths and routing
- Customer survey results
- Cases with botBrains AI responses (filter by AI agent)
- Compare resolution time: AI-only vs. AI-assisted vs. human-only
- Track which case types have highest AI involvement
- Measure deflection impact on queue backlogs
Exporting Data for Cross-Platform Analysis
- Export botBrains ticketing metrics (CSV format)
- Export Zendesk/Salesforce reports for same time period
- Join datasets on ticket ID or date
- Create combined dashboards in Excel, Tableau, or PowerBI
- AI involvement rate by ticket priority
- First response time reduction from AI
- Cost savings (tickets handled × average handling time × hourly cost)
- SLA compliance improvement from AI
Identifying Optimization Opportunities
Use ticketing metrics together to find high-impact improvements.Opportunity 1: Convert Public to Autonomous
Signal: High public involvement rate with high resolution rate Analysis:- AI starts tickets well but hands off to humans
- Humans successfully finish most tickets
- Knowledge gaps prevent AI from completing autonomously
- Filter to public involvement tickets with resolved status
- Review the final human responses
- Extract knowledge patterns humans are providing
- Add this knowledge to AI data providers
- Monitor if more tickets shift to autonomous
Opportunity 2: Reduce Weekend Backlog
Signal: Low Better Monday Score (below 50%) with high weekend ticket volume Analysis:- Many tickets arrive on weekends
- AI isn’t answering most of them
- Monday team faces large backlog
- Review unanswered weekend tickets by topic
- Identify common themes in what wasn’t answered
- Add knowledge for these specific topics
- Adjust escalation rules to be less aggressive outside business hours
- Enable autonomous mode for routine weekend inquiries
Opportunity 3: Improve Escalation Efficiency
Signal: High escalation rate in Autonomous tickets (Sankey flow) Analysis:- AI attempts many tickets
- Large percentage escalate to humans
- Some escalations may be preventable
- Click Autonomous → Escalated flow to filter conversations
- Group escalations by reason/topic
- For top 3 escalation triggers:
- Add missing knowledge if information gap
- Create specific guidance if judgment issue
- Set explicit escalation rules if intentional
- Track escalation rate for these topics specifically
Opportunity 4: Increase Involvement Rate
Signal: Low overall involvement rate (below 60%) with good autonomous success when AI does participate Analysis:- AI performs well when used
- Not being used enough
- Adoption barrier problem, not capability problem
- Review “Not Involved” tickets to understand why AI didn’t participate
- Check for:
- Overly restrictive exclusion rules
- Integration disabled for certain queues/categories
- Team manually disabling AI without clear reason
- Expand AI coverage to excluded ticket types
- Train support team on when/how to enable AI assistance
Best Practices for Ticketing System Monitoring
Establish a Ticketing Review Routine
Weekly Quick Check (15 minutes):- Review key metrics: Involvement Rate, Autonomous Rate, Better Monday Score
- Check for sudden drops or spikes
- Compare to previous week
- Note any anomalies for investigation
- Analyze Sankey diagram - where are tickets flowing?
- Review pivot table - which combinations underperform?
- Filter to autonomous → escalated tickets
- Identify top 3 escalation reasons
- Plan knowledge additions to address gaps
- Calculate ROI metrics (tickets automated, hours saved, costs reduced)
- Review involvement rate evolution over full month
- Analyze Better Monday Score trend - is weekend coverage improving?
- Compare performance across ticket types or topics
- Present findings to support leadership with recommendations
Set Realistic Automation Goals
Define specific, measurable targets based on your current baseline:Balance Automation with Quality
Don’t optimize ticketing metrics at the expense of customer experience: Monitor CSAT alongside automation:- High autonomous rate with low CSAT = AI answering quickly but poorly
- High autonomous rate with high CSAT = Successful automation
- Track CSAT specifically for autonomous tickets vs. human-assisted
- Don’t eliminate all escalations to boost autonomous rate
- Some tickets genuinely require human expertise
- Better to escalate appropriately than provide inadequate automated responses
- Sample 10-20 autonomous resolved tickets weekly
- Verify answers were actually correct and helpful
- Check if tickets were marked “resolved” prematurely
Segment Analysis by Ticket Attributes
Use labels and filters to analyze performance by: Customer Tier:Troubleshooting and Common Issues
Metrics Don’t Match Zendesk/Salesforce
Issue: botBrains shows different ticket counts than your support platform Causes and Solutions: Date range mismatch: botBrains uses ticket creation date, your platform may use update date. Ensure you’re comparing the same time period. Ticket status filters: botBrains counts all tickets, your platform report may filter specific statuses. Check if you’re excluding closed, spam, or deleted tickets. Integration timing: New tickets may take 1-2 minutes to sync to botBrains. Recent tickets might not appear immediately in metrics. Manual imports: If you imported historical tickets, these may not have all metadata correctly mapped. Solution: Export both datasets for the same period and compare ticket IDs to identify discrepancies.Involvement Rate Suddenly Dropped
Issue: AI participation decreased significantly without explanation Common Causes: Integration disabled: Check if Zendesk/Salesforce integration was accidentally toggled off Deployment paused: Verify your active deployment is running Exclusion rules added: Review if new queue/category exclusions were configured Queue changes: Check if tickets are routed to queues botBrains doesn’t monitor API credentials expired: Ensure API tokens haven’t been rotated or revoked Diagnostic Steps:- Navigate to Deploy → Integrations
- Verify integration status is “Active”
- Check recent webhook events for errors
- Review exclusion rules configuration
- Test by creating a new ticket manually
Better Monday Score is 0%
Issue: Weekend coverage metric shows 0% or very low Possible Causes: No weekend tickets: Your date range may not include Saturday/Sunday, or you genuinely had no weekend tickets Deployment schedule: Check if your deployment is disabled on weekends (intentional or accidental) Aggressive escalation: AI may be escalating all weekend tickets instead of attempting responses Private mode enabled: If integration is in private mode, AI isn’t posting public responses (which Better Monday Score requires) Solutions:- Verify deployment runs 24/7
- Review weekend ticket escalation patterns
- Consider enabling public mode for routine ticket types on weekends
- Adjust guidance to be more confident in autonomous responses outside business hours
High Autonomous Rate but Low Resolution Rate
Issue: AI handles many tickets autonomously but doesn’t resolve them successfully This indicates quality problems - AI is marking tickets complete prematurely or providing insufficient answers: Diagnostic Steps:- Filter to Autonomous + Unresolved in Sankey diagram
- Read 20-30 of these tickets
- Identify patterns:
- Is AI misunderstanding questions?
- Is AI providing correct but incomplete answers?
- Are tickets marked resolved prematurely?
- Is information outdated or incorrect?
- Refine guidance to ensure complete answers before resolving
- Add validation checks before marking tickets complete
- Update knowledge with more comprehensive information
- Adjust AI confidence thresholds for autonomous resolution
- Consider requiring human confirmation for edge cases
Private Involvement Very High
Issue: Most AI involvement is private (copilot) rather than public or autonomous This suggests team hesitation to let AI interact directly with customers: Possible Reasons: Trust building phase: Team is testing AI before full deployment (expected early on) Sensitive ticket types: Billing, legal, or VIP tickets may intentionally use private mode Quality concerns: Team doesn’t trust AI to respond publicly yet Training opportunity: Agents may not understand when/how to enable public mode Solutions:- Review private involvement tickets that had high-quality AI suggestions
- Share examples of good AI responses with team
- Gradually enable public mode for specific straightforward ticket types
- Create clear guidelines on when private vs. public is appropriate
- Provide training on reviewing and approving AI suggestions
Calculating ROI from Ticketing Metrics
Demonstrate the value of AI automation with concrete calculations.Time Savings Calculation
Cost Savings Calculation
Ticket Deflection Rate
First Response Time Improvement
Next Steps
Now that you understand ticketing system performance monitoring:- Review General Metrics - Understand overall AI performance across all channels
- Analyze Conversations - Drill into individual tickets to understand patterns
- Explore Topics - Segment ticket performance by topic categories
- Improve Knowledge - Add knowledge to increase autonomous resolution
- Configure Escalations - Set up intelligent routing for complex tickets