Automatic Triaging and Assignment of Tickets
As a B2C, your customer support team may be directly involved with resolving customer questions, or you may be bound by the contract to extend support services to other businesses as a service provider. In either case, the key factors that determine the quality of the service are:
- Efficiency with which you manage the support tickets
- Ability to adhere to service-level agreements
- Turnaround time for complex or custom requirements
- Customer satisfaction
- Ability to scale with the expanding needs of the other businesses and your own customers.
However, sorting and assigning tickets manually brings potential challenges that can compromise the quality of service and impact the resolution time. This is where automatic ticket triage and assignment can be useful for the businesses in improving the quality of support services.
Importance of ticket triaging and ways to do it
Ticket triaging is the process of tagging or classifying the tickets to route them to the right teams. It should be done at the ticket creation stage to prevent delays and also when the ticket details are edited or updated. Tickets can be classified automatically or manually.
Automatic triaging - Tickets that are classified based on the severity, priority, agent skill sets, or status can be triaged automatically through workflows or assignment rules. By setting field values as criteria, the system can automatically group the tickets into relevant categories and assign them to predefined agents or teams.
Best practices for effective triaging
While every business is unique, there are some common ways that customer questions can be categorized and routed:
Priority ticketing
This is the process of grouping tickets based on the level of urgency and their over impact business. Service outages that prevent users from using the product are a critical/Tier 3 issue that needs immediate attention. These tickets require an urgent response and should be the team’s top priority. Thus, "ticket category" or "issue type" are important fields that can be used to identify and group the tickets.
Status based grouping
Tickets that are "on hold" must be evaluated from time to time to rule out unintentional delays. Sometimes, a ticket may remain on hold for a significant amount of time due to dependency on other teams. Grouping based on the created time and response due date can help identify the tickets that have prolonged closure. Such tickets can be routed to a dedicated team of members from the debug team, support and product leads, and Subject Matter Experts who can troubleshoot and provide quick, effective solutions.
Channel-level classification
Customers send tickets from multiple channels; an effective way to handle them within the stipulated time is to distribute the tickets to different teams. Channels that receive the most tickets can be routed to a small team of agents and product experts who will be equipped to provide quick solutions.
Agent's expertise
Agents who are highly skilled in a particular language or product, or have experience managing critical issues, must be assigned those specific tickets to save time and provide faster resolution. Once agents' skill sets are identified, businesses must include fields within the tickets that can help map them to the right person or team, for example product type, region, language, issue type, etc. Read more
Role based
Implementation requests, onboarding assistance, and industry-based customized demos are usually handled by specialized teams or people. Identifying such requests and routing them directly to the appropriate role, such as product trainer, support lead, or presales executive, can help in effective ticket management. Read more
Three ways to automate ticket assignment
Ticket triaging plays a crucial role in the distribution of tickets to the right agents and teams. Assigning tickets soon after they enter the system ensures quick resolution and reduces chances of overlook. While tickets can be assigned manually by the support manager or senior agents, it takes up a lot of productive time and increases the chance of errors. Moreover, when customers submit requests from various channels, the volume of tickets received in a day can be overwhelming to manage manually.
Workflow rule
Using workflows, you can set various criteria and select the agent or team that should have the tickets assigned when the given condition is satisfied.
Let's say you want billing-related tickets to be sent to the payments department; then you can set criteria as "When a ticket is created" with the field "Problem Type" as "Billing related", assign the ticket to the "Payments Team".
Likewise, more granular criteria can be created using the edit or field update options. If the record is edited or the field "Problem Type" is modified or updated to "Billing related", then the ticket should automatically be assigned to the "Payments Team". Read more
Assignment rule
A ticket can be assigned to an appropriate person or team when it is created or a field is updated. Similar to the above example, the ticket will be auto-assigned to the "Payments Team" whenever the "Problem Type" is "Billing related". The records can be assigned in a round-robin manner, sequentially, or based on skills. Even load balancing can be ensured by setting a cap on the number of tickets an agent should handle. Read more
AI-based assignment
Zia can be trained to predict field values of tickets. Once the values are entered based on the assignment rule or workflow, the ticket will be assigned to an agent or team. For example, if Zia predicts and auto-fills the field "Problem Type" as "Billing related", the ticket will be assigned to the "Payments Team" for further action. Read more
See Also
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Assigning Tickets using Workflow and Assignment Rules
We are opening the 'Agent level threshold' on a request basis. Kindly raise a request using the Early Access Form. Availability Permission Required Users who have the Help Desk Automation permission enabled in their profile can create workflows and ...FAQs: Assignment Rules
What is an assignment rule and why do I need it? Assignment rule is an automation tool that lets the support administrator automate the process of assigning tickets to agents. Customer support is a crucial job, and timely and effective resolution of ...FAQs: Working on Tickets
What are Tickets Tabs in Zoho Desk? Tickets Tabs in Zoho Desk are designed to organize and provide contextual information about support tickets within the help desk system. These tabs enable users to connect tickets with other standard modules of ...FAQs: Automation
What is automation and why do we need it in Zoho Desk? The process of minimizing or eliminating manual effort for doing a task is called automation. At times, we require a task to be done automatically without any manual input of data. For example, ...FAQs: Ticket Management
What is a ticket and where does it originate from? Tickets are support requests that are submitted by customers. They contain the support conversations and other important details, such as priority, category, and status, that help agents categorize ...
New to Zoho LandingPage?
Zoho LandingPage Resources