Assignment Rules & Notification
Creating Functions in Zoho Desk
Functions are pluggable workarounds that let you accomplish tasks that is not doable out-of-the-box. For example, let' s assume that you want to prioritize customer tickets based on their sales probability in Zoho CRM. However, this option cannot be ...
Using Teams in Help Desk Automations
You can include teams in help desk automations like Workflows, Assignment Rules (both direct and round robin), Time-based rules, etc. This way you can send notifications, auto-assign tickets, and send escalation emails to teams. Let us look into how ...
Assigning Tickets in Round-Robin Order
Simply put, Round Robin is a rotation through a group. In Zoho Desk parlance, Round Robin is a method of assigning tickets to agents. The round robin rule will distribute and assign the incoming tickets equally amongst a group of agents. For example, ...
Gallery Functions
Zoho Desk offers you the following ready to deploy custom functions in Gallery: Create a task due in 3 days for every new ticket Update new and modified accounts from Desk to CRM Create CRM contacts for new tickets in Desk Create CRM accounts for new ...
Programming New Custom Functions
Deluge, an abbreviation formed from - Data Enriched Language for the Universal Grid Environment is an online scripting language integrated with Zoho services. With this script, you can add different types of business logic to the custom functions. ...
Using Custom Function in Zoho Desk
Custom functions are easy to program scripts, which helps you to update the data in related help desk modules or other third-party applications. When a record matches the workflow criteria, workflow engine automatically triggers the custom function ...
Managing your Support Contracts
It is quite common for support centers to maintain an agreed level of support with their customers. It is defined by the service level agreements that are created for individual accounts. Such SLA policies between you and your customers can be ...
Creating Ticket Assignment Rules
Assignment rules help you automatically assign the tickets that are received in your Zoho Desk. The rule based on certain specified conditions can route tickets to the appropriate department and further assign ownership to it. While this makes sense ...
Managing Notification Rules/Triggers in Zoho Desk
Zoho Desk provides a standard set of notification rules that can be used to notify your customers and agents. You can activate or deactivate these rules if needed. Also, notifications can be sent via e-mail or SMS/Text Message. Permission Required ...