Dynamic Ticket Categorization with Work Modes - Online Help | Zoho Desk

Dynamic Ticket Categorization with Work Modes

In a ticket management system, predefined ticket views play an important role in organizing and presenting tickets to agents for easy access.
While predefined ticket views like List View and Table View present tickets in a predefined format for agents to view and act upon, work modes take this a step further by offering dynamic, context-based ticket organization.

Work modes are a set of predefined views that allow agents to interact with tickets through a series of columns, where each column is a field value used to categorize the tickets based on priority, status, type of contact, upcoming due times, and so on. This enables agents to quickly identify and act on tickets that need immediate attention, improving response efficiency and ensuring better SLA adherence.

Work modes are user- and department-specific, in order to provide a personalized experience. 

Advantages of work modes:

  1. All ticket-related actions are dynamically reflected without requiring a page refresh. For example, when an agent closes an Open ticket, it automatically moves to the Closed column, under Status mode. 
  2. For admins, knowing the number of tickets in each work mode helps identify and anticipate peak hours and assign agents efficiently to manage the workload. For example, the admin notices a spike in the number of tickets under "Open" in Status mode on Monday mornings. By identifying this pattern, the admin can allocate resources accordingly for the Monday morning shift to prevent delay in response. 
  3. When an agent opens a ticket, other tickets in the same work mode are displayed in the left panel, making it easy for the agent to move from one ticket to the next.

  1. Work modes are also supported under custom ticket view. For example, the admin creates a separate ticket view for all the incoming tickets from a specific contact.  The agents can access this view and switch to the the required mode.
  2. Status, Countdown, and Priority mode can be customized using custom field values to better organize and prioritize tickets

Status Mode

Status mode categorizes tickets into different columns based on their current status. For example, an agent can switch to Status Mode to view all tickets assigned to them and view them status-wise: "Open," "On Hold," "Escalated," and "In progress." This eliminates the need to manually sift through a long list of tickets to identify those requiring immediate attention. 

At a glance, the agent can see which tickets are pending an action and what stage they’re in. For example, several tickets under "Escalated" can be quickly identified and addressed.

Handshake Mode

Handshake mode is only available when the Zoho Desk account is integrated with Zoho CRM. This mode categorizes the tickets into different columns based on the type of contact defined in the Zoho CRM account. The classification is determined using the contact's email address or phone number as recorded in CRM. Depending on this information, tickets are grouped into columns that help agents prioritize and respond more effectively based on the contact's relationship with the business. 

For example, an agent sees a new ticket under the Customers column. This means the ticket is from an existing paying user, hence the agent prioritizes resolving that ticket to ensure continuous customer satisfaction and retention. 

Here are the basic types of contacts:
Contacts/Leads - The tickets received from either a Lead or a Contact in Zoho CRM.
Customers - Tickets that are received from customers who have one or more Won Deals.
Potentials - The tickets received from customers who have one or more Open Deals in Zoho CRM
New - Tickets received from contacts who are not added to the CRM account.

Notes
Note:
  1. Users with administrative permissions in both CRM and Desk accounts can set up the integration.
  2. The columns under Handshake mode are system-defined and dynamic. Hence, agents cannot edit, rename, or delete them. Also, if there are no open tickets under a column, the column will not be displayed in the view. 

Countdown Mode

Countdown Mode allows agents to manage and respond to support tickets through a series of time-based columns. Each column organizes tickets based on their due time, helping agents prioritize tasks efficiently.
These dynamic columns automatically shift tickets as their due time approaches, making it easier for agents to focus on what's most urgent. Countdown Mode not only highlights tickets that need immediate attention but also helps agents anticipate workload spikes and avoid SLA breaches by closing tickets before the due time.
For example, if multiple tickets are close to their due time, the Countdown mode will show the time remaining to close the ticket before they are overdue, helping the agents identify the ones that are closer to being overdue. 
By default, the countdown mode displays four columns:
  1. Overdue Tickets
  2. Due in Next 1 Hour
  3. Due in 6 Hours or More
  4. No Due Date
Notes
Note:
  1. In Countdown mode, the agent cannot delete the Overdue Tickets and No Due Date columns. But can customize the other default columns as per requirement. 
  2. Agents can customize the countdown column starting from 5 minutes to 2 hours.
  3. By default, countdown mode displays only Open tickets. In order to track Closed tickets, the agent can create a custom column. 

Priority Mode

Priority Mode is a work mode that organizes tickets into separate columns according to their priority, such as High, Medium, or Low. 
This allows agents to differentiate which tickets need immediate attention and which can wait. Making it easier to address critical issues first, reduce response times, and ensure that important cases are not overlooked. This ensures that agents can avoid SLA breach.
For example, if there are multiple tickets on payment failure under "High Priority", agents can handle those first to minimize impact on the customer's business.

The default columns under priority mode are
  1. High
  2. Medium
  3. Low
  4. Other Priority
To access work modes
  1. Navigate to the Tickets module. 
  2. Click on the drop down menu under views.
  3. Select the required mode under Work Mode.

Adding columns to customize the work modes

Under work modes, for status, countdown, and priority mode, there is an option to customize columns. While default columns cannot be edited, agents can customize and add additional columns. 

Column customization helps agents with:
  1. Personalized ticket view: With custom columns, agents can create columns that support their internal work process. For example, an agent adds a custom column named “Pending Customer Response” between “Open” and “On Hold.” This helps agents follow up only on tickets waiting for the customer, rather than mixing them with other open issues.
  2. Better SLA management: Under countdown mode agents can set a custom column that reflects SLA interval better like "Due in 30 minutes" to "Due in 2 hrs" to proactively resolve tickets and avoid overdue. 
  3. Better categorization: Custom columns let agents break down tickets into more specific groups. This helps them manage tickets more smoothly and reduce delays in handling.

Notes
Note: In status mode, while adding custom column, ensure that the status is predefined to have that as an option in the drop down.
To add additional status- Customization > Layouts and Fields > Ticket Status. 

To add custom column in Work Mode
  1. Navigate to the Tickets module.
  2. Click the drop-down menu and select the required work mode
  3. Click (...).
  4. Click + Add column.
  5. Select the required column from the list.

Mass actions in work mode

Agents can select up to 50 records at a time. The can assign them to an agent, update, reply, add comment, delete, apply macro, revoke blueprint, and update the resolution by column. 
For example, if an agent wants to close 30 resolved tickets under the "On Hold" column. Instead of updating each one manually, they can select all 30 tickets at once and update the status to "Closed".

Notes
Note: 
  1. Users with the permission to perform mass actions can conduct mass actions in work modes.
  2. Agent can merge up to five tickets within a single column. 

To perform mass actions:
  1. Navigate to the Tickets module.
  2. Click the (  ) icon and select a work mode. 
  3. On the Work Mode page, select the check boxes corresponding to the tickets to update.
  4. Click one of the mass action options from the column header.
  5. Confirm the action.


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