Creating a WFM Automation in Zendesk
How do I create a WFM automation in Zendesk?
To create a WFM automation in Zendesk, you need to be a WFM admin or have the necessary permissions. Start by hovering over the admin icon and selecting Automations. Click the plus sign (+) icon, enter a unique Automation name, and set the trigger to the Clock in event. Choose tasks or workstreams, set the duration, and select actions from a predefined list. Specify which agents the automation applies to and click Add automation to finalize.
More related questions
How can I join the Zendesk WFM automations Early Access Program?
To join the Zendesk WFM automations Early Access Program (EAP), you need to contact Zendesk support or your account executive. If your account was created on or after October 19, 2023, you'll have immediate access to automations without needing to…
What are Zendesk WFM automations used for?
Zendesk WFM automations are used to manage certain agent activities automatically, such as ending agents' days when they forget to clock out. You can create multiple automations to manage and perform actions for different types of agent activity….
What should I do if my WFM account was created before October 19, 2023?
If your WFM account was created before October 19, 2023, and you were using Rules, you must delete any existing rules before you can use WFM automations. This is necessary to ensure that the new automation features work correctly without conflicts…
Can I apply WFM automations to specific agents or teams?
Yes, you can apply WFM automations to specific agents or teams. When setting up an automation, you have the option to apply it to all agents in your account or specify certain agents. This flexibility allows you to tailor automations to meet the…
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