Ticket Actions in iOS - Desk | Mobile

Ticket Actions in iOS

Agents can perform certain actions on the tickets to render better support to the users.  The following actions can be done from the top band in the ticket detail page. 

Editing tickets

Agents can edit the existing ticket details. 

Accessing marketplace extensions

Marketplace is a centralized hub where users can find Zoho and third-party applications to integrate with their Desk account to manage various business processes. Learn more about navigating the marketplace
Notes
Extensions can only be viewed in the mobile app if they are installed in the web application. 
If installed, select the required extension that is being listed to perform the required activities. 

Accessing Zia's generative AI

Agents can get a summary of the ticket or thread, generate replies for the ticket and also generate content like emails, promotional content, etc., using Zia's GenAI. Learn more about Zia in iOS

The following actions can be done from the bottom band in the ticket detail page.

Moving tickets

Agents can move tickets from one department to another if the ticket requires the attention of some other department using the Move   icon.

Opening/Closing tickets 

Agents can reopen closed tickets or close the tickets using the Open/Close  icon. 

Commenting on tickets

Comments is a platform for agents to discuss solutions and seek peer support within the help desk. Learn more about adding comments in iOS.

Replying to tickets

Agents to reply to tickets using the Reply  icon. They can also choose between reply, reply all and forward on tapping the reply icon. 

The following actions can be done from tapping the More  icon in the bottom band of the ticket detail page. 

Marking tickets as read/unread

Agents can mark tickets as read or unread to save time or take action later. 
Notes
The Mark as Read or Unread function is user-specific. If John marks a ticket as read, it will be displayed as read to him, while other agents would view it unread. 

Following tickets

Agents can follow a ticket in order to stay informed about the changes or updates that are made to the tickets. 

Applying macros

Macros are a set of actions that can be applied to support tickets. The actions include sending emails, creating tasks, and updating a field in the tickets. Once created, macros can be applied manually to the tickets. Learn more about Creating and Using Macros.
Notes
Macros can be created only through the web application. In the mobile application, the agents can choose the macros they want to apply to the tickets. 

Adding followers 

The users can add team members as followers using the followers option to keep them updated on the progress of the ticket. The followers will receive notifications about any developments related to the ticket.

Adding tags

Tags in Zoho Desk are a combination of words that can be used to add more context, classify, and locate tickets. 
Zia, an AI driven support assistant, can help the users automatically add tags to the tickets. She scans every incoming response and identifies the key phrases from the response. These key phrases are added to the incoming ticket threads, which are then intelligently grouped into a tag and added to the ticket.

Sharing ticket and ticket URL

Agents can also share tickets with other departments or share the ticket URL with other agents to solve queries jointly. 

Marking tickets as spam

The agents can manually mark tickets as spam so that the undesired emails do not clutter their ticket list. 

Deleting tickets

The agents can also delete tickets that are deemed unnecessary. 
Notes
Deleted tickets will be moved to the recycle bin, which can be accessed through the Zoho Desk web application. 

Accessing marketplace extensions

Marketplace is a centralized hub where users can find Zoho and third-party applications to integrate with their Desk account to manage various business processes. Read more about marketplace extensions
Notes
 The extensions will be visible in the mobile app only if installed in the web application. 
If installed, select the required extension that is being listed to perform the required activities. 

Using custom buttons

In Desk mobile app, users can perform custom actions like navigating to other webpages or apps, or filling forms from the Desk interface. They can also execute custom workflows suiting their business to close tickets with the help of custom buttons 
Notes
The extensions will be visible in the mobile app only if installed in the web application. 
If installed, select the required extension that is being listed to perform the required activities.