Optimize ticket management with Mass Revoke Blueprint and Skip Reply in Blueprint Transitions

Optimize ticket management with Mass Revoke Blueprint and Skip Reply in Blueprint Transitions

Hello everyone!

Blueprints play a pivotal role in shaping a seamless customer service experience, serving as the architectural foundation for efficient ticket resolutions. They provide a structured framework that guides support teams through predefined processes, ensuring consistency and accuracy in issue resolution. Recognizing the significance of this foundational element, we are thrilled to unveil two enhancements in Desk — the Mass Revoke Blueprint and Skip Reply during Blueprint transitions. 


Let's look into the details:

Revoke Blueprint for multiple tickets 

Revoke Blueprint allows agents to remove the configured blueprint from multiple tickets at once. Whether an agent is managing a list of tickets or addressing individual cases in the ticket detail view, the mass action for revoking blueprints simplifies the process.

 

How to Use:

 

  1. Bulk Revoke: Users can navigate to the ticket list view and select multiple tickets. Then they can choose the Revoke Blueprint mass action to apply changes in bulk.



  2. Individual Revoke: In the ticket detail view, the user can find the Revoke Blueprint option for individual ticket modifications.


 

Scenario Example:


In a scenario where an organization is implementing new blueprint processes specifically for refund-related tickets, it is essential to ensure that existing refund-related tickets adhere to these updated blueprint processes. The streamlined method for achieving this is by utilizing the bulk Revoke Blueprint action.


Administrators can navigate to the list view, identify the existing refund-related tickets, and opt for Revoke Blueprint mass action. This action allows them to dissociate existing blueprints from these tickets in bulk, ensuring a smooth transition to the new refund-related blueprint processes without any unnecessary associations.

Skip Reply during Blueprint transitions 

The "Skip this reply" option allows users to bypass the Reply All action during blueprint transitions. Earlier, users were unable to bypass the "Reply All" editor during the ticket transition, even if they didn't want to send a reply. This led to the creation of an empty thread in the ticket. Now, users can opt to skip a reply by checking the "Skip this reply" checkbox during the transition process. As a result, choosing this option ensures that no empty thread will be visible in the ticket.

 

How to Use:

Upon progressing to the next blueprint transition state in a ticket, users can choose to Skip this reply checkbox in the Reply All field.



Scenario Example:

 

Incorporating the "reply all" action is needed in certain blueprint transition processes but there may also be specific instances when it becomes necessary to bypass this action.


One such scenario occurs during Routine System Maintenance, where the administrative team is responsible for updating tickets as part of regular system upkeep. During this maintenance process, administrators can skip unnecessary replies using the "skip this reply" option to prevent the inundation of users with non-critical messages. This approach ensures a more focused and efficient communication environment.


For more information, please refer mass revoke blueprint and skip reply in blueprint transition help articles.


Kindly try them out and share your feedback in the comments section below. 

 

Thanks and have a great day!

 

Regards,

Varsha P. 

Zoho Desk | User education




      • Sticky Posts

      • Webinar 2: Supercharged customer support for growing business

        Join us for this webinar and learn how to step up your support game using a real-time communication platform to generate happier, more successful customers. In this live webinar, we will will discuss the importance of SalesIQ for your support team and how it can help you:  Understand your customers better and their journeys to proactively support and engage them even before they ask for help.  Integrating real time conversations into Zoho Desk’s Support, providing a conversational customer service

      • Customize Colors of your Customer Self Service Portal

        You asked for it. We heard you. We're happy to roll out the most sought after feature request, Customizing the Colors of your Customer Self-service Portal. Now you can set the color of your customer portal to mimic your company's web site, so that your customers visiting the portal will not feel alienated by the default theme.  Go ahead and configure the color of the header, tabs, fonts and background according to your needs. You can either choose between default color themes like Blue, Grey, Green

      • Edit and Delete options in Comments

        A lot of teams have been using ticket comments extensively to collaborate everyday. Notification Center further improved this experience by bringing real-time updates. As we continue to build more improvements to this experience, we've shipped a small-yet-important

      • 2024 Email Authentication Standards: Elevating Security with Google and Yahoo

        In contemporary email communication, email authentication plays a pivotal role in mitigating email fraud, spam, and phishing attacks. Brace yourself for a new level of security. Starting February 2024, Gmail and Yahoo will be implementing robust email

      • Announcing the New and Improved Article Editor

        KBase articles are known to help customers, find solutions to problems on their own and set the stage for ticket deflection. That said, the way you present your KBase content is the clinching factor that ensures your customers stick around to consume it.  We took it upon ourselves to build an editor that allows you to publish articles without delving into the code. Well, at least for the most part. With more options and a redefined interface, the article editor in Zoho Desk is now better than ever!