Business rules in Zendesk, such as triggers, automations, and macros, can automate ticket workflows by performing actions based on specific criteria. Triggers are event-based and can modify ticket properties or send notifications when a ticket is created or updated.
Automations are time-based and perform actions after a set period, while macros allow agents to apply predefined actions to tickets with one click. These tools help streamline processes and ensure tickets are handled efficiently. For more details, visit theoriginal Zendesk documentation.
Zendesk offers a basic ticket routing framework that automatically converts support requests into tickets. This framework includes standard views and triggers that ensure every new or updated ticket appears in at least one view and triggers at…
Zendesk offers two main routing models: push and pull. Push routing assigns tickets to agents automatically, while pull routing allows agents to assign work to themselves. Push routing includes options like omnichannel routing, which assigns…
Omnichannel routing is Zendesk's comprehensive routing solution that provides consistent logic across email, messaging, and Talk channels. It assigns tickets based on agent availability and capacity, and on Professional plans and above, it can also…
Skills-based routing in Zendesk allows tickets to be assigned to agents based on their specific skills, ensuring that the most qualified agent handles each ticket. This can be used as a standalone method or as part of omnichannel routing. Agents…
Zendesk's Advanced AI features enhance ticket routing by providing intelligent triage and generative AI for agents. These features help streamline the customer service experience by automatically suggesting responses or articles and unlocking…
When considering omnichannel routing, it's important to evaluate your Zendesk account plan, the size of your organization, and the channels you use. Omnichannel routing is most beneficial for larger organizations or those using multiple channels,…