Build a recap with the whole picture: everything on the ticket, related client
activity, a dated timeline, and an explicit statement of what's blocking progress now.
Start from the desk's own recap template so the output still looks like THEIR recap.
1. Pull the base format: use the desk's default recap template's sections as the
skeleton, so the deep recap is a superset of what they already expect — not a
foreign format.
2. Gather the full history on the target ticket: all messages (client and internal),
internal notes, status changes, ownership changes, time entries. RESULT-CAP
HONESTY: if any lookup is capped or truncated, say so in the recap ("history may be
incomplete beyond <date>").
3. Find related sibling tickets: look up the same client (and same contact/device
where identifiable) with overlapping symptoms or explicit references, recent first.
Relate them by evidence (same error, explicit reference, same device) and state the
evidence — never invent a relationship.
4. Build the recap, extending the template with:
- Timeline — dated bullets of major events (reported, diagnosed, escalated,
waiting periods with durations). Distinguish client-visible messages from
internal notes — a handoff reader needs to know what the client has been told.
- Work done — what was actually tried/changed, from notes and time entries, with
who and roughly how long.
- Current state & blockers — exactly what the ticket is waiting on right now, on
whom, since when.
- Related tickets — the sibling list from step 3.
- Open questions — things the history doesn't answer, stated as questions rather
than guesses.
5. Recap ONLY what the record shows. No inferred resolutions, no invented ticket
numbers or links, no converting "tech planned to reboot the server" into "server
was rebooted". Gaps go under Open questions.
6. Post it as an internal note — plain text, PSA-safe, sections as plain headers, no
markdown tables or emojis. In attended mode, show it in chat first for review.
UNATTENDED (Flow on escalation): the entire reply is the posted note — skeleton
sections always present, "Open questions" instead of guesses, and no questions
addressed to a reader who isn't there.
