The goal of every support team is to provide great support, and to do so as fast as they can. To make this possible, it is important that agents spend their time judiciously, especially when they're dealing with a large number of tickets of varying urgency and needs. Every minute a ticket is left unassigned is a minute that an agent can't work on a ticket to find a solution.
Keeping this in mind, we've introduced a feature to ensure that your tickets find the right agent for the job immediately. Skill-Based Assignment adds an extra layer of detail and specificity to Round Robin Assignment. It works by detecting the skills needed to resolve a ticket, matching them to agents with the same skills, and assigning the ticket to the available agent with the lightest ticket load.
Managers can assign skills to agents based on their specialties, like expertise in specific topic or competency in a certain language. Once you have assigned skills to your agents, you can manually or automatically add skills to your tickets, based on your preferences. If you choose to auto-assign, skills will be added to your tickets based on a set of pre-defined criteria.
In cases where the circumstances of a ticket have changed and the ticket requires a different set of skills, you can use the Recalculate Skills option to remove the existing skills associated with the ticket and update it with a set of more relevant skills. Once the skills have been recalculated or manually edited, the ticket can now be reassigned to another agent by using the Reassign Ticket by Skills option. This reassigns the ticket automatically to the best agent available using the updated set of skills.
For example, if you run an ecommerce enterprise, and receive a ticket in German from a customer who is unable to access your website, you would want the ticket to be routed to an agent who handles website-related issues and is fluent in German. Skill-Based Assignment detects the language used and skills needed, and searches for agents with the same skillset. You can also choose to order the skills assigned to a ticket based on priority.
In this manner, Skill-Based Assignment can help you ensure that your customers get the help they need swiftly, from the best person for the job. It reduces wait times, accelerates resolution times, and creates a better overall experience for your customers and agents alike. Enough said—are you ready to try it?
If you'd like to know more about this feature, you can read about it
here. Please note that it is only available for users with subscriptions to
Zoho One, Zoho CRM Plus, or Zoho Desk's Enterprise Plan. If you have any questions, suggestions, or clarifications, drop us a comment below or send us an email at
support@zohodesk.com. We would love to know what you think!
Cheers,
Team Zoho Desk
Recent Topics
Insane mail security
I cannot access my email... anywhere. For some reason the password for the Mail app on my Mac is being rejected, it worked yesterday but now it doesn't? Ok let's try the web interface. I can access my general Zoho login with the password but if I want
UI issue with Organize Tabs
When looking at the organize Tabs window (bellow) you can see that some tabs are grayed out. there is also a "Add Module/Web Tab" button. When looking at this screen it's clear that the grayed out tabs can not be removed from the portal user's screen
Task list flag Internal/External for all phases
Phases are commonly used in projects to note milestones in the progression of a project, while task lists can be used to group different types of tasks together. It makes sense to be able to define a task list as either internal or external however the
HAVING PROBLEM WITH SENDING EMAIL
Hi all, I'm unable to receive emails on info@germanforgirls.eu. I'm getting an error code 550. 5.1.1. invalid email recipients. Moreso, I would like info@germanforgirls.eu to be the default "send from" email and not solomon@germanforgirls.eu. Kindly see
Sharing my portal URL with clients outside the project
Hi I need help making my project public for anyone to check on my task. I'm a freelance artist and I use trello to keep track on my client's projects however I wanted to do an upgrade. Went on here and so far I'm loving it. However, I'm having an issue sharing my url to those to see progress. They said they needed an account to access my project. How do I fix this? Without them needing an account.
Different Task Layouts for Subtasks
I was wondering how it would be possible for a subtask to have a different task layout to the parent task.
Subscription went to default (@zoho.com) address instead for custom domain
Hello! So I bought a lite sub to test things out, wanting to use my own domain. However, after passing through all the verification steps (completed now), it seems that the sub I bought was assigned to the default email that I already had with Zoho and
Canvas templates and font-family
i dont understant why its always the smallest things that waste all of my time! why in some videos i see they have tamplates in the Canvas editor and i cant seem to fint it? and why oih why cant i cange the font? i just want simple Arial! help meeeeeeeeee
Re: Ca.gory groups and not all email addresses being added to a group emails
Hi, I have added emails under 'Contacts' into categories but when sending a group email and putting the category name in not all email addresses go onto the email. I have refreshed the page, deleted and redone the info etc with no luck. I only found out
IMPORTANT
Dear Zoho Support Team, I am currently experiencing an issue when trying to send emails from my Zoho Mail account. Each time I attempt to send a message, I receive the following error: "Unable to send message; Reason: 554 5.1.8 Email Outgoing Blocked."
Able to Send Emails from Zoho but Not Receiving Emails from Gmail
Hello, I am experiencing an issue with my shopify domain email setup and would appreciate your help. Current situation: I can successfully send emails using Zoho. I can receive emails from some services (for example, Facebook). However, I cannot receive
Antispam validation failed for your domain in Accounts
I tried adding a domain to zeptomail.zoho.com, but the “add domain” operation failed. The front‑end error reads: “Domain could not be added. Please contact support@zeptomail.com.” The back‑end API returned: ``` { "error": { "code": "TM_3601", "details":
Announcing new features in Trident for Windows (v.1.38.5.0)
Hello Community! Trident for Windows just received a major update, with a range of capabilities that focuses on strengthening and enhancing communication. Let’s dive into what’s new! View complete technical email details. For those who need deeper visibility
Windows Desktop App - request to add minimization/startup options
Support Team, Can you submit the following request to your development team? Here is what would be optimal in my opinion from UX perspective: 1) In the "Application Menu", add a menu item to Exit the app, as well as an alt-key shortcut for these menus
Accounting of Amazon
I have recently started selling on Amazon.in and I am facing issues with different types of transactions: What entry to do in case of return? If I had sent two products and customer returned both the products but I had received only one and got the claim
Compose Emails Faster Using Templates and Snippet
Hello everyone, We have made an enhancement to the Send as Email option in Tickets. Agents can use templates and snippets to draft their response, which helps save time and maintain consistency. The Send as Email page will display the available templates
Customize Colors used on graphs and charts according to users desire.
It would be great if we could customize the graph's colors as we see fit. I hate that yellow is always the default color!
Emails not integrating
My emails from Hubspot did not integrtate over. How do I fix that?
Creating meetings from an email
Hi. Similar to Outlook, it would be helpful if a meeting can be scheduled from an email so that the attendees need not be manually entered every time it's created.
Zoho Social API for generating draft posts from a third-party app ?
Hello everyone, I hope you are all well. I have a question regarding Zoho Social. I am developing an application that generates social media posts, and I would like to be able to incorporate a feature that allows saving these posts as drafts in Zoho Social.
CRM Percent custom fields: When will it show the % symbol and behave like %?
1. Actually Percent custom fields fail to show the % symbol. 2. When in formulas Percent fields work like number: 100 x 5% = 5 ideal world 100 x 5% = 500 what happens actually 3. When importing Percent fields the % symbol has to be removed and the data
【Zoho CRM】商談タブへのデータインポート
Zoho使用前にエクセルで管理していた商談情報を、Zoho一括管理のため、商談タブにインポートしたいのですが、お客さまの氏名だけが紐づけられませんでした。 「Zoho CRMにインポートする項目を関連付ける」のところが画像のようになっています。 (弊社では、「姓」を「★個人データ名」という項目名に変更し、フルネームを入れて使用しています。) どのようにしたら氏名をインポートできるかご存じの方がいらっしゃいましたら、ご教示いただきたく、よろしくお願いいたします。 (投稿先が間違っていましたらご指
Deprecation of the Zoho OAuth connector
Hello everyone, At Zoho, we continuously evaluate our integrations to ensure they meet the highest standards of security, reliability, and compliance. As part of these ongoing efforts, we've made the decision to deprecate the Zoho OAuth default connector
RouteIQ for Zoho FSM
Beste, Zou wel top zijn dat we een RouteIQ hebben voor FSM aangezien we constant moeten zien wat de beste route is voor onze monteurs. Nu moeten we een speciale aparte programma hebben om de beste route te berrekenen voor onze monteurs aangezien de planning
Let us view and export the full price books data from CRM
I quote out of CRM, some of my clients have specialised pricing for specific products - therefore we use Price Books to manage these special prices. I can only see the breakdown of the products listed in the price book and the specialised pricing for
Changes to the send mail Deluge task in Zoho CRM
Hello everyone, At Zoho, we continuously enhance our security measures to ensure a safer experience for all users. As part of our ongoing security enhancements, we're making an important update on using the send mail Deluge task in Zoho CRM. What's changing?
How to Invoice Based on Timesheet Hours Logged on a Zoho FSM Work Order
Hi everyone, We’re working on optimizing our invoicing process in Zoho FSM, and we’ve run into a bit of a roadblock. Here’s our goal: We want to invoice based on the actual number of hours logged by our technicians on a job, specifically using the timesheets
Inclusion is the new engagement
When in a very challenging situation, you may have peers or friends around you saying, “Everything will be okay.” They speak to you in a way that they are connected or in a language or tone that feels close. But your inner voice comes to you in a truly
DKIM verification for Squarespace website - Corrections to instructions
Zoho Campaigns DKIM TXT record instructions for Squarespace show that Host field should show: 22111._domainkey.[domain name, e.g. mywebsite.com] However, after 72hrs, I had to reach out to Squarespace tech support, and they confirmed that the domain name
Passing the image/file uploaded in form to openai api
I'm trying to use the OpenAI's new vision feature where we can send image through Api. What I want is the user to upload an image in the form and send this image to OpenAI. But I can't access this image properly in deluge script. There are also some constraints
My client requires me to have custom pdf file names to except payment for invoices, how can I customize this before emailing.
Hello! I love the program so far but there are a few things that are standing in the way. I hope you guys can code them in so I can keep the program for years to come. My client requires I customize the pdf file names I send in for billing. Can you please
Disable All
I want to disable all the fields on the form when it loads. I know there is a way to do this by listing all the fields as follows: disable Name; disable Address; disable City; ... I have over 50 fields on my form and i am wondering if there is a single command or way to just disable all fields on load. On load = disable All Thank you for any help.
Migrating my email from GMAIL to ZOHO MAIL..........
I am a long time GMAIL user and I really only understand how they operate, but after reviewing your tutorials and forums online, it is quite unbelievable how much more and how much more streamlined ZOHO mail is, not to mention ZOHO's wonderful, more advanced capabilities. I do have several questions about transitioning over to ZOHO. Primarily, where is the best place to start, what do I do first? And how hard is it actually to move all my business and personal accounts over here? When I sign up
iOS Zoho Mail App Crashesruni
Whenever I trying to search emails via the Zoho Mail app on my iPhone the app crashes, I am running the latest version of the app and the latest iOS version. I have all set reset the app and deleted the app and still have the same issue. Thank you in
Assessment Answered - Automation (Related List)
Hello everyone, We have linked a candidate assessment to our job posting. When someone applies, they are required to answer all the assessment questions. However, some candidates submit their applications without completing the questions. In such cases,
Paid Support Plans with Automated Billing
We (like many others, I'm sure) are designing or have paid support plans. Our design involves a given number of support hours in each plan. Here are my questions: 1) Are there any plans to add time-based plans in the Zoho Desk Support Plans feature? The
Can't change form's original name in URL
Hi all, I have been duplicating + editing forms for jobs regarding the same department to maintain formatting + styling. The issue I've not run into is because I've duplicated it from an existing form, the URL doesn't seem to want to update with the new
Calendar report with order options and more quick view templates
I think many of us regularly work with calendar-style reports. It would be great to be able to customize the quick view with new templates and have options to sort the entries for each day of the calendar by different criteria. I think this is an interesting
Shared Views
Hello, is there a way to prevent an agent from changing a shared table view? I have no issues with agents being able to create and customize their own view, but when I create a view and share it to my team -- the expectation is that they are viewing it
Using Zoho answer bot across departments (help center articles from another department)
Hi Zoho Community, I’ve run into a major issue and hope someone here has experience with this setup. We currently have a Help Center in the department A where all of our knowledge base articles are maintained. However, we would like to use a Zoho Answer
Next Page