- The system will create a new contact (with the provided name, email address, and other relevant details) when a ticket is raised for/by a customer who doesn't exist in Zoho Desk. This applies to new accounts as well. Tickets created from Instant Messaging (IM) conversations are assigned to a department based on channel configuration or ticket creation settings. In some cases, an IM ticket may need to be transferred to a different department to ensure the right team handles the request. Moving tickets promptly helps maintain efficient support workflows and ensures customers receive timely assistance.
For example, a customer might start an IM conversation requesting a product replacement. The ticket may initially be handled by the support team, then moved to the products department for verification, and later to the logistics team to complete the replacement process. Transferring the ticket between departments ensures the request is handled by the appropriate teams at each stage.
Note:
• You can move IM tickets in bulk using Bulk Actions from the tickets list.
• When an IM ticket is transferred to another department, it is treated as a new ticket in the receiving department and its status is automatically set to Open.
• Any automations, workflows, or SLAs applied in the previous department will no longer apply after the transfer.
• Once moved, the IM ticket follows the processes, automations, and SLA configuration of the receiving department.
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