Automation Ticket

⌘K
  1. Home
  2. Docs
  3. Pexdoc – Customer ...
  4. General Questions
  5. Automation Ticket

Automation Ticket

Automation tool is very helpful to make your ticket automatically assign to your agent or send automatic reply to your customer and much more. here is example to set a automation for your helpdesk site

Step 01: Go to admin panel > Support Ticket > Automation

Step 02: click on Create new Automation

Step 03: give a title for the automation so that you can easily recognise it later.

Step 04: set condition for automation

  • you can set condition base on user email,
  • set condition based on ticket subject
  • set condition based on ticket status
  • set condition based on ticket priority
  • set condition based on user selected ticket department
  • set condition when a ticket open or created
  • set condition when a ticket is closed.

Step 05: setup action based on your condition

  • action can be set ticket priority based on your condition
  • action can be set ticket status as per your condition
  • you can set ticket department as per your condition
  • can add todo based on the condition
  • can assign the ticket to any support agent
  • you can send email to ticket requester with pre-build dynamic variable. which allow you to use ticket content.
  • you can set action to send email to any specific agent.
  • you can set action to delete the ticket

make sure you make the status active to enable this automation.

Was this article helpful to you? No Yes

How can we help?