Microsoft Access AI Classification & Routing Template | Auto-Triage in Access

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Microsoft Access AI Classification & Routing Database Template

If your organization receives requests through email, web forms, phone calls, or internal messages, you already know the problem: incoming items arrive in messy, inconsistent language—and someone has to read each one, decide what it is, how urgent it is, and who should handle it. WSI’s AI Classification & Routing Database Template demonstrates a simple but powerful capability inside Microsoft Access: paste an incoming request into an Access form, click “AI Classify & Route”, and instantly get structured routing decisions such as Category, Department, Queue, Priority, Assigned To, and an estimated SLA—all based on the content of the request.

This template is intentionally basic so the value is obvious: it shows how Microsoft Access can become an intelligent “triage desk” for your workflow. Instead of relying on one person’s judgment (or inconsistent manual sorting), the system applies the same classification rules every time, using AI to interpret the text while keeping the database in control of what values are allowed. In other words, you get the speed and intelligence of AI without letting the AI invent random categories or route items to non-existent teams. If you want this capability implemented in your own database with your real categories, departments, and routing rules, Contact Us.

What This Template Does

The template demonstrates a realistic intake workflow where each incoming request starts as “New” and can be automatically routed with AI assistance. Users can still review and override routing decisions, but the heavy lifting happens instantly.

  • Classifies the request: Determines what kind of request it is (bug/error, feature request, report/export, performance, security, import/cleanup, etc.).
  • Routes to the right team: Assigns a department and queue so the work lands in the correct pipeline.
  • Sets urgency and service expectations: Suggests priority (Low/Medium/High/Urgent) and an SLA hours estimate.
  • Assigns ownership: Suggests an assignee from your approved list when the request clearly indicates who should handle it.
  • Explains its decision: Provides a short, human-readable reason so users understand why it routed the request that way.
  • Flags uncertain items: When confidence is low, the record is marked NeedsReview instead of blindly auto-routing.

Why Classification & Routing Matters

The most expensive part of a request is often not the fix—it’s the delay caused by misrouting, unclear priorities, and slow triage. Classification and routing is where bottlenecks form, especially when volumes increase or when one key staff member is the only person who “knows where things go.” AI-assisted routing helps you turn that tribal knowledge into a repeatable system.

  • Faster response: Requests reach the right queue sooner, which reduces idle time and customer frustration.
  • More consistent triage: Similar requests get categorized the same way, improving reporting and trend analysis.
  • Better workload distribution: Requests can be routed to the correct team member based on type and urgency.
  • Cleaner reporting: When Category/Queue/Priority are standardized, dashboards and KPIs become meaningful.

How It Works

This template demonstrates a safe pattern that organizations can actually use in production. The AI does not “take over your database.” Instead, it returns a structured routing result that is constrained by your approved values. Microsoft Access then stores those values into normal fields and the workflow continues as it always has—just faster and more consistent.

  • Step 1: An intake request is created (from email, web form text, phone notes, etc.).
  • Step 2: The user clicks AI Classify & Route.
  • Step 3: AI selects values only from your allowed lists (Category, Department, Queue, Priority, Assignee).
  • Step 4: Access stores the routing, confidence, and explanation, then marks the item as AutoRouted or NeedsReview.

Where This Template Applies

Even though this template uses a simple “intake request” example, the same classification and routing approach applies to many Access databases where work needs to be categorized and assigned consistently.

  • Help desk / support tickets: Route issues to support, development, reporting, security, or infrastructure teams.
  • Internal requests: Automatically route HR, IT, accounting, and operations tasks to the proper queue.
  • Data cleanup and imports: Classify import issues and route them to data quality specialists.
  • Compliance and audits: Categorize incidents and ensure sensitive issues go to the right group.
  • Customer-facing workflows: Triage customer requests and set expectations with SLA/priority rules.

What WSI Can Build Beyond the Demo

The template is designed to be a starting point. In a real database, WSI can tailor the routing logic to your organization, your terminology, and your business rules—so the system routes requests the same way your best team members would, but at scale.

  • Customer-specific routing: Different queues/SLA rules for different customer tiers or contract levels.
  • Escalation logic: Automatically flag “Urgent” items and notify managers or on-call staff.
  • Batch triage: Auto-route an entire backlog of “New” requests with one click, while leaving low-confidence items for review.
  • Stronger governance: Approved lists, validation rules, and optional logging so AI stays within guardrails.
  • Integration-ready intake: Feed requests from email, web forms, SharePoint lists, or other systems into Access.

If you want AI classification and routing inside your Microsoft Access database—using your real queues, your real departments, and your real rules—Contact Us. We’ll help you define a simple first version that delivers immediate value and a roadmap for expanding it over time.

If you're considering integrating this capability into a .NET application, another language model, or any API resource, WSI stands ready to assist. Connect with us for tailored solutions for your unique Microsoft Access and API integration needs.

Purchase Prices

$99.99—Internal Use—This product allows you to use this database template however you wish within your organization.

$199.99—Unlimited Developer Use—This version allows you to use this database template however you wish for any applications you develop and distribute.

Download a Demonstration

Download a demo version for free to test! The demo version is in Access 2010, which will work with either Access 2010, 2013, 2016, 2019 or Office 365. If you need a previous version of Access to try, please Contact Us. Please note that the demo version of the software is fully functional, but does not store any data once you close the database; the full version of the software, available for purchase, stores data in the database permanently.

The ChatGPT Microsoft Access Natural-Language Search Database is a full-featured ChatGPT management system built all in Microsoft Access tables, forms, reports, and VBA (Visual Basic for Applications) code. This database template has the advantage of being 100% Access based. This aspect allows for smooth and easy integration into your existing Access Database. The ChatGPT Microsoft Access Natural-Language Search Database offers a simple interface to generate a database question and get a response.
A ChatGPT open AI API key is required to run the code - which can be attained at: ChatGPT


Download a Demonstration

Download a demo version for free to test! The demo version is in Access 2010, which will work with either Access 2010, 2013, 2016, 2019 or Office 365. If you need a previous version of Access to try, please Contact Us. Please note that the demo version of the software is fully functional, but does not store any data once you close the database; the full version of the software, available for purchase, stores data in the database permanently.

Live Demonstration: To experience a more interactive and personalized demonstration of this WSI template, we invite you to contact WSI and schedule a live demonstration with one of our team members. This opportunity allows you to engage directly with us, either as an alternative to or in conjunction with downloading and exploring the demo version of the template at your leisure. Please note that downloading Microsoft Office files, including Microsoft Access database files, might trigger a security warning on your computer. To avoid this and get a comprehensive overview, you have the option of viewing the template through a virtual meeting on Teams or Zoom with a WSI representative.
Once you purchase the database template, you will receive the full version of the database in a standard Access Database file. The purchased database will have full access to the database window, all design objects, the visual basic project code, and you will be able to modify or add to the design in any way you wish (this does not apply to the run-time/compiled versions). If you lack the time to integrate this database into your system, please Contact Us and we will be glad to help with your integration process. If you like the basics of what you see in the database, but need enhancements to make the system functional for your business, please Contact Us and we will develop a quote for you to implement the additional features and enhancements that you require.

Purchase Prices

$99.99—Internal Use—This product allows you to use this database template however you wish within your organization.

$199.99—Unlimited Developer Use—This version allows you to use this database template however you wish for any applications you develop and distribute.

Once your purchase is complete - you will receive an email within 12 Hours (shorter during standard business hours) with a link to download the full version of the database. Please be sure and check your junk mail folder as this often ends up there.

If you need any help implementing this function or modifications made for your needs, to get a free quote for your Microsoft Access Development needs.  WSI will determine your needs based on written requirements that you provide. Please ask your WSI representative to send you an example of what constitutes sufficient written requirements. If you need assistance preparing the necessary requirements, WSI offers a fee based service to assist you. Please ask your WSI representative for details or you can review our process mapping service.

WSI offers optional paid support and customization programming services. WSI templates are priced based on the purchaser self-supporting the database. WSI assumes purchasers, who do not wish to pay WSI for support, have a level of knowledge of Microsoft Access and Microsoft SQL server to enable them to self-perform installation, customization and use of the template. WSI does offer paid support in these areas by the hour. Please Contact Us for the current hourly fee.

To learn more about the WSI quoting process.

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