Let’s face it—support teams are stretched thin. Agents spend a huge chunk of their day answering the same reLet’s face it—support teams are stretched thin. Agents spend a huge chunk of their day answering the same recurring questions: password resets, login issues, billing queries. Simple problems that quickly drain time and energy.
Handling each of these through live support isn’t just inefficient—it’s expensive. Infact, Forrester estimates that an automated interaction generally costs only about 10% as much as a human-assisted conversation – a roughly 90% cost reduction per contact. Over time, that difference makes a big dent in support budgets.
As ticket volumes rise, so do wait times, costs, and pressure on your team.
Self-service helps, but a help center alone won’t cut it. The most effective teams go a step further with ticket deflection: a strategy that prevents repetitive tickets from being created in the first place.
The result? Customers get faster answers. Agents get the headspace to focus on complex, high-priority issues.
But what exactly is ticket deflection, and how can you make it work? Let’s break it down.
Table of Contents
- What is Ticket Deflection?
- What are the Benefits of Ticket Deflection?
- 7 Proven Ways to Improve Ticket Deflection
- How to Measure Ticket Deflection
- How We Approach Ticket Deflection at Hiver
- Shifting from Ticket-Centric to Customer-Centric Support
- Frequently Asked Questions
- Start using Hiver today
What is Ticket Deflection?
Ticket deflection is a customer service strategy that helps reduce the number of incoming support requests by guiding customers to resolve issues on their own. This typically happens through self-service options like knowledge base articles, AI-powered chatbots, FAQ pages, or community forums—allowing users to find answers without needing to contact a support agent.
The key is not to avoid customers, but rather to empower them, as explained by our AE at Hiver, Cole Miller:
Ticket deflection, explained by Hiver’s AE, Cole Miller
Think of it as an intelligent filter at the top of your support funnel. Instead of every query becoming a ticket, customers are guided to helpful answers or self-service before they ever hit “submit.”
How Does Ticket Deflection Work?
Here’s how it works in practice:
Traditional Support Flow: Customer has a billing question → Creates support ticket → Waits in queue → Agent responds → Issue resolved (24-48 hours later)
Deflection-Enabled Flow: Customer has a billing question → Searches knowledge base → Finds step-by-step guide → Issue resolved (2 minutes later)
The difference? No ticket is created in the second case. Your customer support team stays free to handle deeper, more complex issues.
Here are the common self-service tools used for ticket deflection:
- Knowledge Base Articles – Guides, FAQs, and tutorials that address common questions.
- AI-Powered Chatbots – Handle routine inquiries, guide customers to relevant resources, and escalate complex issues when needed.
- Community Forums – Peer-to-peer support platforms where customers help each other.
- Proactive Communication – In-app alerts, onboarding messages, or FAQ nudges that address questions before they’re asked.
Ticket deflection works best when customers can easily find answers on their own, using the above resources, while knowing help from a human is always within reach.
What are the Benefits of Ticket Deflection?
Ticket deflection helps customers help themselves, saving time for both them and your team. It reduces support costs, boosts satisfaction, and frees up agents to focus on what really matters. Plus, it gives you helpful insights into what customers are struggling with.
Here’s how it works:
💰Lowers Support Costs
Every time a customer resets their own password instead of contacting support, you’re saving money. No agent time, no queue management, no back-and-forth emails.
Let’s break down the math with a real example: Let’s say one agent handles 50 tickets a day and costs $25/hour. If you deflect even 20% of those tickets through self-service, that agent now focuses on 40 higher-priority queries, or you handle 25% more volume without hiring anyone new.
Over a year, that 20% deflection rate could save you thousands in operational costs while actually improving the customer experience. Not bad for reducing support costs and encouraging self-service usage, right?
🧔Positive Impact on CSAT and Retention
Nobody wants to wait 2+ hours for a password reset. Self-service gives customers immediate answers on their terms, 24/7.
According to research by Gartner, 38% of Gen Z and millennial customers say they are likely to give up on a customer service issue if they can’t resolve it via self-service.
Beyond reducing wait times, self-service also plays the long game. The more customers use your help resources, the more familiar they become with your product. This not only leads to fewer tickets down the line, but also builds customer satisfaction, trust, and confidence.
💻 Increased Agent Productivity and Satisfaction
Your best agents didn’t join your team to reset passwords 50 times a day. They want to solve challenging problems and make a real impact.
Ticket deflection filters out routine inquiries, letting agents spend time on complex or high-value interactions that require human judgment and expertise.
When agents spend less time on autopilot and more time doing meaningful work, productivity soars, and they feel more motivated to stay and grow with your team.
💪Improved Efficiency and Scalability
A single agent can handle one conversation at a time. But self service content such as a well-built knowledge base? It can serve hundreds of customers simultaneously.
That’s the power of ticket deflection. As your business grows, self-service lets you support more customers without needing to scale headcount at the same pace.
This becomes especially valuable during product launches, seasonal spikes, or rapid growth phases. Instead of scrambling to staff up, your existing support setup scales with demand.
📊 Data-Driven Product Improvement
Self-service tool interactions generate unique and valuable data about customer pain points, popular features, and areas of confusion. When users search your self-service content, they leave behind a trail of insights like search terms, failed queries, and upvoted answers. This is gold for your product and content teams.
With time, you’ll be able to spot recurring customer issues, confusing features, and high-friction moments from your self service tools without running separate user research. That means faster fixes, better documentation, and smarter product decisions.
Pro Tip: Pay special attention to “no results found” searches. They highlight the gaps in your help content and what your customers are actually trying to solve.
7 Proven Ways to Improve Ticket Deflection
Ticket deflection isn’t about simply adding a chatbot to your website or compiling a few FAQs. Let’s discuss the key strategies that help with better ticket deflection:
1. Build a Search-First Knowledge Base
Your knowledge base should be the first place customers look for answers, not a last resort buried in your footer.
But here’s the thing—you need to nail the basics for your knowledge base to actually perform, rather than just collect digital dust.
🎫 How to Build a Knowledge Base That Deflects Tickets
Start by flipping your perspective. Instead of organizing articles by internal categories like “Account Management > Subscription Settings,” think about what customers actually search for: “How do I cancel my subscription?”
The same goes for search terms. Your customers definitely aren’t searching “user authentication protocols”. They type “login problems” or “can’t sign in.” Use the exact phrases from your support tickets, chat conversations, and phone calls. If customers call it a “receipt,” don’t make them search for “invoice.”
Here are some other tips:
- Map customer intentions: Use actual queries from your support data to guide structure and topics.
- Include search variations: Capture different ways customers phrase the same question.
- Mix content formats: Combine bullet points, screenshots, step-by-step walkthroughs, and videos for broader accessibility.
- Keep it fresh: Regularly review and update your knowledge base to reflect new features, changes, and customer feedback.
🌟Real-life example
For instance, take the Gratitude app’s knowledge base, powered by Hiver. It’s clean, minimal, and designed for ease of navigation.
The articles are grouped by themes like account settings, journaling, and backup issues, so users can jump straight to what they need. It also includes in-article links, visuals, and a dynamic search bar.
Gratitude’s knowledge base, powered by Hiver
Done right, a knowledge base reduces support tickets and allows customers to explore, learn, and troubleshoot independently.
2. Use Chatbots to Do the Heavy Lifting
Chatbots are now essential to modern customer support. Modern chatbots can understand context, remember conversation history, and actually solve problems.
That doesn’t mean replacing your support team. It’s about freeing them up. A well-trained chatbot can take care of repetitive queries like password resets, shipping updates, or basic troubleshooting, so agents can focus on issues that need a human touch.
🎫 How to Use Chatbots to Improve Ticket Deflection
Imagine a customer lands on your pricing page, scrolls through options, then heads to support. A smart chatbot could proactively surface billing FAQs or offer to connect them with pricing specialists. That’s helpful context, not annoying interruption.
The best chatbots understand context, remember what customers said earlier, but know when they’re out of their depth. They’re built to escalate to a human when the issue goes beyond their scope. Just make sure the handoff is seamless, with full context, so customers never have to repeat themselves.
And through all of this, don’t ever lose sight of the customer experience. As Akshay Adheesh, Support Manager at Hiver, puts it: “Going from KB → chatbot → more suggestions → finally to an agent feels frustrating. I know I wouldn’t enjoy that flow as a customer. Sometimes, direct human connection is exactly what customers value most”
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3. Make the Most of AI-Powered Features
AI is becoming a key player in ticket deflection—not by replacing customer support agents, but by helping them work smarter. From spotting patterns in customer behavior to routing conversations more accurately, AI can quietly improve efficiency across your entire support workflow.
🎫 How to Use AI to Improve Ticket Deflection
Say a customer visits your setup guide for the third time in a day. AI can detect this pattern and proactively suggest an onboarding call or surface a relevant video tutorial. Or, if someone shows frustration in chat, AI can flag the conversation for priority attention.
The most effective AI features work behind the scenes: suggesting relevant articles to agents, predicting which customers might need extra help, and routing complex issues to specialists before they escalate.
🌞Did you know?
Hiver’s AI features help our own support agents deflect tickets and provide faster and accurate responses to support queries. Here’s a snapshot of how:
Hiver’s AI features used by support teams
- Workflows – Triage, assign, and manage incoming tickets automatically with rule-based automation
- AI Copilot– acts like a personal assistant for every agent. It scans your knowledge base and connected third-party tools such as Netsuite, or your CRM to suggest accurate, context-aware replies, without switching tabs.
- AI Summarizer – Cuts through long email threads and gives agents the TL;DR in seconds.
- AI Compose – Refines tone, grammar, and clarity to help agents write faster and sound on-brand.
- Harvey (AI Bot) – For agent assistance and to close non-actionable emails like “Thanks!” and suggests templates to craft responses faster and keep inboxes clean.
- AI Openers – Suggests replies as soon as customers open a chat, helping teams respond faster
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4. Provide Multilingual Support
If you serve a global audience, offering support in your customers’ native language makes interactions smoother and more comfortable.
According to the 2021 Unbabel Global Multilingual CX Report, 73% of consumers would be loyal to a brand offering support in their native language. These small details add up and directly impact your deflection success.
🎫 How to Use Multilingual Support to Improve Ticket Deflection
Start by using AI-powered translations to make your knowledge base or self-service content accessible in multiple languages. While most modern AI tools can translate with reasonable accuracy, it’s still important to factor in cultural differences and communication styles.
For high-traffic articles, have native speakers review the content and include localized examples wherever possible.
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5. Optimize Mobile Self-Service Experience
Many customers reach out to support using their phones—especially when they’re on the go or handling quick tasks. In these moments, mobile is simply the most accessible option.
In that moment, if your self-service options aren’t mobile-friendly, you’re not offering convenience. You’re offering frustration.
A clunky interface, tiny fonts, or buttons too close together will push users to abandon self-service and submit a ticket instead. And that defeats the entire purpose of your ticket deflection efforts.
🎫 How to Use Mobile Optimization to Improve Ticket Deflection
Design your self-service tools for real-world behavior. Your users might be on a crowded train, using one hand, with a spotty signal. In those moments, speed and simplicity are everything.
Here’s what that looks like in practice with customer self-service:
- Make sure buttons and links are easy to tap without accidentally hitting the wrong thing.
- Choose readable fonts that don’t require zooming or squinting.
- Reduce the need for typing by using dropdowns, pre-filled fields, and buttons whenever possible.
- Ensure fast loading times by optimizing your content and assets for mobile networks.
- Maintain cross-device continuity, so users can start a task on their phone and pick it up later on desktop without any disruption.
If your mobile self-service experience is seamless, fast, and easy to navigate, you’ll naturally deflect more tickets. Customers won’t feel the need to escalate simple issues when your self-service tools work as intended.
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Top 10 Mobile Helpdesk Apps for Customer Support
6. Implement Proactive Communication
The best kind of ticket is the one that never gets created. That’s the power of proactive communication in customer self service—solving problems before customers even realize they need help.
When you anticipate common pain points and address them in advance, you not only reduce incoming queries but also build trust. Customers appreciate brands that stay one step ahead.
🎫 How to Use Proactive Communication to Improve Ticket Deflection
Start by spotting patterns in your support data. Do billing queries spike after invoices go out? Send a quick explainer a day before. Are new users struggling with setup? Add an onboarding walkthrough or checklist.
Timing is key here. Think about where customers are in their journey and what questions they’re likely to have next.
Here are a few channels that work well for proactive support:
- In-app notifications: Deliver contextual tips based on real-time user activity.
- Email campaigns: Send helpful content right when it’s needed in the customer lifecycle
- Status pages: Offer transparent updates during maintenance or outages.
- Onboarding sequences: Share step-by-step guidance to help new users avoid common pitfalls.
Pro tip: Let customer behavior guide your messaging. For instance, if someone visits your pricing page five times in a week, they probably have billing concerns. A quick follow-up with a breakdown or support article might save a ticket before it’s ever submitted.
7. Create Community-Powered Support
Your most engaged customers often make the best support contributors. They’ve been through the same challenges, speak your users’ language, and often share insights your team might overlook.
But for community support to work as a self service option, it needs more than just a forum. It has to feel valuable and authentic.
🎫 How to Use Community Support to Improve Ticket Deflection
The key is creating an environment where customers actually want to help each other.
Gamification, such as badges and upvotes, can work well, but it needs to feel authentic. People don’t want rewards just for the sake of it—they want meaningful recognition for genuinely helping others and resolving common customer issues.
Here’s how to drive authentic community engagement and provide a good customer experience:
- Reputation systems: Make sure that helpful contributors are recognized.
- Expert status: Have special designation for long-time contributors or experts.
- Featured solutions: In your community forum, highlight frequently asked questions, or popular answers.
Lastly, use community discussions as product intelligence. This self-service strategy lets you zero in on questions people ask, and the solutions they share, which can reveal gaps in your official documentation and areas where your product could be clearer.
When used effectively, your community becomes more than a deflection tool. It becomes a feedback engine.
🌟 Real-world example
An example of this would be a leaf from our own playbook. At Hiver, we Slack communities where users are encouraged to give general or product-specific feedback.
Hiver’s Slack Community for Product Feedback
They’re also encouraged to suggest new features, or feedback for continuous improvement which are then highlighted and picked up by our product teams.
How to Measure Ticket Deflection
Understanding whether your deflection efforts actually work requires your customer support team to look beyond simple ticket counts.
You need to know whether you’re deflecting the right cases, as outlined by Lucas Peterson, Senior Salesforce Administrator at BioCare, Inc:
It’s about tracking the customer journey and measuring what matters most: are you genuinely helping customers solve problems faster and more conveniently?
Here are four key metrics that help you answer those questions:
Deflection Rate
Formula: (Self-service interactions ÷ Total potential tickets) × 100
This tells you how many issues were resolved through self-service instead of becoming tickets. Track this monthly.
Self-Service Success Rate
Formula: (Successful resolutions ÷ Total self-service attempts)
Not every self-service visit leads to a solution. This metric shows how often your content actually helps. A high success rate indicates strong, relevant support materials.
Customer Effort Score (CES)
Have your support agents use a short post-interaction survey to ask customers how easy it was to find the answer. Even if an issue is resolved, a poor CES suggests your content or portal needs improvement.
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Time to Resolution (Self-Service vs Agent)
Compare the average time it takes to resolve issues through self-service versus agent support. If self-service is faster and effective, your deflection strategy is working.
Lastly, track performance across different deflection channels—chatbots, knowledge bases, community forums—to assess and optimize channels that work best.
➡️ With Hiver’s analytics, you can track CSAT, CES, time to resolution, and ticket trends—without leaving your inbox. That means faster decisions and better-managed teams.
Hiver’s custom dashboard for analytics
How We Approach Ticket Deflection at Hiver
At Hiver, ticket deflection starts with a simple goal: make things easier for customers. To understand it better, we sat down with our Support Manager, Akshay Adheesh
The gist of what he said? Instead of pushing users away from support, we either focus on reducing the need for support, or a smooth escalation to an agent whenever necessary.
Focus on Root Causes, Not Just Deflection
“I’ve seen the benefits of self-service in previous companies I worked with. It’s a great way to reduce resolution time and ticket load” says Akshay.
“To be honest, our volume isn’t huge — and we prefer not to deflect too aggressively. If a customer doesn’t find the answer in the knowledge base or any other helpful resources and comes to chat, we want them to connect directly with a human agent, not a bot. That’s one of the reasons our chat connects directly to an agent, and it’s something customers consistently highlight in CSATs and G2 reviews — the instant, human support”
The TLDR? We don’t just focus on deflecting tickets at Hiver—instead, we try to fix the source of confusion.
When we notice repeated queries about a particular feature, we:
- Improve the knowledge base article
- Review the feature flow
- Collaborate with the product to simplify it if needed
This approach means fewer tickets get created in the first place, which is more sustainable than building complex deflection systems.
Here are a few lessons that continue to shape our approach:
- Evaluate channels with intent: Not every self-service option is worth investing in. For instance, as a small business, a community forum may not deliver much value. Choose self-service resources based on what actually works for your customers, not just what’s trendy.
- Don’t over-deflect: Deflection should never come at the cost of customer experience. If volumes are manageable, it’s better to let customers reach a human easily.
- Let data guide you: Even simple support metrics, like which help articles people visit most, can surface opportunities to reduce friction and improve content.
In the end, deflection works best when it’s invisible and yet meets customer needs. Customers don’t feel pushed away, but they just find what they need, when they need it, from a channel that’s most convenient to them.
Shifting from Ticket-Centric to Customer-Centric Support
Ticket deflection works best when it’s rooted in the idea of empowering customers and customer success—not just operational efficiency. The focus should move away from how many tickets get closed to how effectively problems are solved, no matter where or how the customer reaches out.
That means acknowledging the value of a help article that prevents a ticket, or a proactive message that clears up confusion before it turns into a support request.
Self-service isn’t a plan B—it’s a core part of a thoughtful support experience. And to make it work, updating and tracking its usage needs to be treated with the same importance as agent training.
At Hiver, we approach deflection with this mindset. Our tools are designed to remove friction, whether that’s through a well-organized knowledge base or smart workflows that ensure the right issues reach the right people. The goal is to make support feel seamless, no matter the channel.
Frequently Asked Questions
How do you improve ticket deflection rates?
Start by analyzing your most common ticket types and creating targeted self-service content. Focus on search optimization, mobile-friendly design, and clear answers. Implement AI chatbots for routine inquiries and measure effectiveness through engagement metrics and customer feedback.
What is AI-powered ticket deflection?
AI-powered deflection uses artificial intelligence to route customer inquiries or support requests to relevant self-service resources. It powers chatbots, suggests relevant help articles based on user behavior, and assists agents with contextual recommendations when a human touch is needed.
How to calculate ticket deflection?
Ticket deflection is calculated by dividing the number of successful self-service interactions by the number of support tickets actually submitted.
For example, if 600 customers used your help center or chatbot, and 150 ended up creating tickets, your deflection rate would be 600 ÷ 150 = 4. This means for every ticket submitted, four customers were able to resolve their issue without needing agent assistance.
How do you measure ticket deflection success?
Track your deflection rate (self-service interactions ÷ total potential tickets), self-service success rate, chatbot deflection rate, customer effort scores, and time to resolution. Monitor content performance and compare effectiveness across different deflection channels.
What’s the difference between ticket deflection and customer avoidance?
Deflection provides customers with better, faster solutions to their problems. Avoidance makes it harder for customers to get help when they need it. Good deflection feels like convenience, not a barrier to support.
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