Introducing Skill-Based Ticket Assignment

Introducing Skill-Based Ticket Assignment

The goal of every support team is to provide great support, and to do so as fast as they can. To make this possible, it is important that agents spend their time judiciously, especially when they're dealing with a large number of tickets of varying urgency and needs. Every minute a ticket is left unassigned is a minute that an agent can't work on a ticket to find a solution. 

Keeping this in mind, we've introduced a feature to ensure that your tickets find the right agent for the job immediately. Skill-Based Assignment adds an extra layer of detail and specificity to Round Robin Assignment. It works by detecting the skills needed to resolve a ticket, matching them to agents with the same skills, and assigning the ticket to the available agent with the lightest ticket load.

Managers can assign skills to agents based on their specialties, like expertise in specific topic or competency in a certain language. Once you have assigned skills to your agents, you can manually or automatically add skills to your tickets, based on your preferences. If you choose to auto-assign, skills will be added to your tickets based on a set of pre-defined criteria. 



In cases where the circumstances of a ticket have changed and the ticket requires a different set of skills, you can use the Recalculate Skills option to remove the existing skills associated with the ticket and update it with a set of more relevant skills. Once the skills have been recalculated or manually edited, the ticket can now be reassigned to another agent by using the Reassign Ticket by Skills option. This reassigns the ticket automatically to the best agent available using the updated set of skills.


 
For example, if you run an ecommerce enterprise, and receive a ticket in German from a customer who is unable to access your website, you would want the ticket to be routed to an agent who handles website-related issues and is fluent in German. Skill-Based Assignment detects the language used and skills needed, and searches for agents with the same skillset. You can also choose to order the skills assigned to a ticket based on priority.


 
In this manner, Skill-Based Assignment can help you ensure that your customers get the help they need swiftly, from the best person for the job. It reduces wait times, accelerates resolution times, and creates a better overall experience for your customers and agents alike. Enough said—are you ready to try it? 

If you'd like to know more about this feature, you can read about it here. Please note that it is only available for users with subscriptions to Zoho One, Zoho CRM Plus, or Zoho Desk's Enterprise Plan. If you have any questions, suggestions, or clarifications, drop us a comment below or send us an email at support@zohodesk.com. We would love to know what you think!
 
Cheers,
Team Zoho Desk 

    • Sticky Posts

    • Zoho Desk Partners with Microsoft's M365 Copilot for seamless customer service experiences

      Hello Zoho Desk users, We are happy to announce that Zoho Desk has partnered with Microsoft's M365 to empower customer service teams with enhanced capabilities and seamless experiences for agents. Microsoft announced their partnership during their keynote
    • WhatsApp pricing changes: Pay per message starting July 1, 2025

      Starting July 1, 2025, WhatsApp is shifting from conversation-based pricing to per-message billing. That means every business-initiated message you send will count. Not just the first one in a 24-hour window. Pricing updates on the WhatsApp Business Platform
    • Live Webinar - Work smarter with Zoho Desk and Zoho Workplace integration

      Hello customers! Zoho Desk and Zoho Workplace are coming together for a webinar on 14th May, 2024. Zoho Workplace is a suite of productivity apps for email, chat, docs, calls, and more at one single place. Zoho Desk is closely integrated with a few tools
    • Apple iOS 17 and iPadOS 17 updates for Zoho Desk users

      Hello Zoho Desk users! Apple recently announced the release of iOS 17 and iPad OS 17. These latest OS updates will help you stay productive and efficient, through interactive and seamless user experiences. Zoho Desk has incorporated the updates to help
    • Zoho Desk Cheat Sheet For The Year-End

      Check out these Zoho Desk best practices to end this year on a high and have a great one ahead! #1 Set Business (Holiday) Hours - If you have limited working hours, please make sure you restrict your business hours or set them as holidays for the coming days. Let your customers know when you will, and won't, be available. #2 Update the Annual Holiday List - Check the holidays for the new year and update the holiday schedule. Usually, holidays from the current year will be carried over for the next
    • Recent Topics

    • Print View

      Nothing happens when I'm in a module , ie; Contacts, and I hit the Print View Button. Even when it does come up and say "loading", nothing loads
    • Get Holiday ready with Zoho Mail's Offline mode

      With the holiday season right around the corner, this is the perfect time to get ready to unplug, relax, and enjoy a well-deserved break. In addition to preparing yourself, you can also make sure your organization members are set for their time away from
    • Solution to Import PST File into Office 365.

      MailsDaddy OST to Office 365 Migration Tool is an outstanding solution to recover OST files and migrate them into Office 365 without any hassle. Using this software users can multiple OST files into Office 365 with complete data security. It offers users
    • Zoho CRM Kiosk issues

      Firstly this is for a system on the AU servers if that makes a difference. Issues are as follows (For Kiosk): 1. Re-ordering fields in the screen builder is broken. The fields seem to be re-ordering themselves, unless you order everything by moving the
    • Zoho Books emails suddenly going to Spam since 11 Nov 2025 (Gmail + now Outlook) — anyone else?

      Hi everyone, We migrated to Zoho Books in July 2025 and everything worked fine until 11 Nov 2025. Since then, Zoho Books system emails are landing in customers’ Spam (first Gmail, and now we’re seeing Outlook/Office 365 also starting to spam them). Impacted
    • Email Template Edits Not Saving

      I can make an edit, click save, and see the blue bar annimation at the top, but the edits don't actually save. Important, because my email templates are now broken and clients are receiving bad emails. Tried on Chrome, Firefox and IE.
    • Default Ticket View - Table?

      Guys, We mostly use the table view to queue tickets. Maybe I am missing it - but how can I set that view as 'default" for all our agents? Thanks JV
    • Can I have different users see different pick list values for Potential Stage?

      We have some users focusing on new business and others focusing on existing business, and they follow different sales processes/cycles, so we would like them to see different pick list values for Stage (eventually leading up to Closed Won/Lost in both cases).   And just to keep it interesting - some of these users will of course do a combination, so would need to see one pick list for their New business potentials and a different pick list for their Existing business ones.   Salesforce does this
    • Tracking Snippet not working in Zoho Marketing Automation!

      First off, the fact that you have to wait about 12-24 hours for every response is terrible. How are we supposed to conduct business? Second, we have been trying for several days to get the Tracking Code Snippet in marketing automation to work, to no avail.
    • Is there any way to send an Excel received by email to Dataprep?

      Every day I receive an email alert with an Excel file that I want to process through a Dataprep pipeline. To do this, I need to: -Save the file to disk -Open the pipeline -Run the pipeline -Update the source -Several clicks to select and open the saved
    • Read webpage - MSXML2.ServerXMLHTTP

      I have the following VBA script, put together from various sources (mainly zoho forum/help/support, so it once worked, I guess): private Sub GetListOfSheets() Dim url As String Dim xmlhttp As Object Dim parameters As String Dim html As String range("B1").value
    • Zoho Creator Form Search

      I'm new to Zoho Creator and so far i do like it but im shocked there seems to be no easy way to add a search function and/or navigation to there forms as this readily available in every platform i have used in the past. Anyway i have a form which i have
    • How to setup DKIM / SPF in Zoho Mail

      Hello there! I'm having a hard time understanding how to setup the TXT records for SPF and DKIM with Zoho Mail. I'm following the instructions here: https://www.zoho.com/campaigns/help/setup-spf-dkim.html Specifically, when it comes to the value for the
    • Mass update cant trigger a workflow?

      Hello there, Is this a normal Creator behaviour? In a report, if I manually edit each data row, it will pass those changes to all other reports. However, if I perform a Mass Update on a few data rows at once, the new data is not pushed to other reports.
    • search and Smart Bar both missing in Mail

      One of the users on my account does not have the search bar at the top right or the Smart Bar at the bottom left of the desktop Mail app. Any ideas how to get those back?
    • Let us add Lookup fields in the Blueprint Transitions

      We are unable to add Lookup Fields in the blueprint transitions in Zoho Desk, we wanted to make it a requirement for our workflow but since it's not available in the transition we cannot. The lookup field exists in the Layout: But it cannot be added/selected
    • Zoho Projects API Scope for Issue Attachments

      I try to download issue attachments via the API, unfortunately I always get the following error code when trying to download the file from the supplied URL: {"ERROR_MESSAGE":"INVALID_OAUTHSCOPE","ERROR_CODE":401} indicating an auth scope error. I've tried
    • How to fetch custom fields for time entries in Zoho Project API v3

      In the previous Zoho Projects REST API, we were able to retrieve custom field details for time entries, including picklist options, using the endpoint: GET /restapi/portal/[PORTAL_ID]/timesheetcustomfields In the new Zoho Projects API v3, we tried using
    • Zoho Survey Enhancements

      We love Survey. We use it a ton. It needs some enhancements. Maybe some of these are already on the roadmap? API - this is crucial. We have some complex surveys that take place and need to update records, trigger other functions/automations, etc. I would
    • Request for Assistance Regarding Email Sending Issue (554 5.1.8 - Email Outgoing Blocked)

      Dear Zoho Support Team, I hope this message finds you well. I am writing to request assistance with an issue we are currently facing regarding our Zoho Mail account. Our email account, admin@tuyensinhcanuoc.com, is encountering the following error when
    • Images Don't Display on Blog

      Hi, I've just posted a new blog entry, but regardless of format (png or jpeg) Images that display in Preview mode do not display on any browser in the published post.  I've not done anything different with this post than others regarding images, please advice. Thanks! Edit:  I've discovered that moving the image files from a my sub directory folder "Pics for Blog" to the top level of the "Files" folder on my site allows the images to display live.  This, even though my other blog posts are correctly
    • Checkbox Field Mapping Zoho Forms to Zoho Sign

      I have an application that will be filled out via Forms that I am mapping into a PDF Filler on Zoho Sign. I need to have a series of checkboxes mapped to the corresponding fields in Sign and I only see single checkboxes available via the mapping, though
    • Books P&L by Customer

      Lately, we have found that the Customer field filter for the Profit & Loss report in Zoho Books is no longer available. We have several projects with the same customer and look at the P&Ls by project AND by Customer (overall). Can you please add back in this field selection alongside the Project field to the P&L report filter? Thanks! -Gina
    • Sent mail sort by date disappeared

      Hello, We used to be able to sort the emails by date in the sent folder, but this feature has recently disappeared. Can we bring it back?
    • I cannot check out to Zoho People.

      When I tried to check out today, there's prompt that inhibits me to check out: To add entry in Attendance, log time for any of your jobs
    • Pricing Strategies: #2 Plan your Service Offerings using Plans

      Meet Harvey & Mia, hailing from the same Tech school, carrying the dream of setting up their own IT maintenance firm in their location. They drew up a clear business plan and put their business in motion on New Year's Eve. They had great reception right
    • Open a record to edit based on another form being edited

      Hi all, I am trying to edit a record based on another record being edited. It works out like this: When I create a Monthly_Update and then submit I open the Monthly_Levels form and pass the ID from the Monthly_Update to a field called mu. I want it to
    • Problem with signature on zoho survey

      Hello, I'm trying to export individual responses with signatures on zoho survey. But the signatures on some of my surveys are not exported as the original image, but as a generic image, same for all (screen joins). Is there a solution to have the signatures
    • Change in Zoho CRM API?

      Hello, I am using the Zoho API trough the PHP SDK v2.1 Since few days, I noticed that I have to change the way I pass the data to the API when I create, update, or upsert a record. Dates Before I was passing a PHP date object to "$record->addKeyValue(...)",
    • MTA - BAD IP reputation by outlook/hotmail

      Messages to Microsoft email servers are bouncing back due to poor reputation. Message: 4.7.650 The mail server [136.143.188.206] has been temporarily rate limited due to IP reputation. For e-mail delivery information see https://postmaster.live.com (S775)
    • Zoho Mail API returns empty inbox (0 messages) but webmail shows 37 unread emails

      Hello, I'm experiencing a discrepancy between Zoho Webmail and the Mail API (EU region). **Setup:** - Account: EU datacenter (mail.zoho.eu) - API: Self Client OAuth2 via api-console.zoho.eu - Scopes: ZohoMail.messages.READ, ZohoMail.messages.UPDATE, ZohoMail.folders.READ,
    • QuickBooks Extension for Zoho CRM - Advanced Features -2025

      Hello Everyone, We’re happy to announce the latest version of our QuickBooks Extension for Zoho CRM, now officially live on the Zoho Marketplace! This release introduces one-click data sync, a user-friendly UI, enhanced performance, and a powerful set
    • Changing Department often causes the Firefox tab to freeze

      Title, it doesn't seem to happen with neither Opera nor Chrome. And even in Firefox, sometimes it just lets me change the department I'm in no problem, even to All Departments which is probably the most, like, resource heavy? But most of the time, the
    • Need to integrate Zoho Mail Mobile app with Zoho Meeting Mobile App for Android and Apple

      Hello Zoho Team, Please bring integration of Zoho Mail Mobile app with Zoho Meeting for Android and Apple Thanks
    • ¡Muchas gracias por participar a los Meetups de Usuarios de Zoho! Y Novedades del ecosistema Zoho

      ¡Hola Comunidad de Zoho en Español! 👋 Después de un breve lapso de tiempo, volvemos con una nueva edición de nuestro Community Digest, donde te contamos las novedades de los productos de Zoho en los últimos meses. Estas mejoras se centran en nuestros
    • Merge Items

      Is there a work around for merging items? We currently have three names for one item, all have had a transaction associated so there is no deleting (just deactivating, which doesn't really help. It still appears so people are continuing to use it). I also can't assign inventory tracking to items used in past transactions, which I don't understand, this is an important feature moving forward.. It would be nice to merge into one item and be able to track inventory. Let me know if this is possible.
    • Anyway to move mail from one account to another yet?

      Hello, Is there any way to move email from one mailbox account to another mailbox account in zoho yet? Thanks, Ryan.
    • Using a CRM Client Script Button to create a Books Invoice

      Hello, I need help handling error messages returned to my client script from a function. The scenario I have setup a client script button which is available from each Deal. This CS executes a crm function, which in turn creates an invoice based on the
    • Building Toppings #2 - Learn how to use Bigin's Developer Console to build toppings

      Hey Biginners, In our last post, we discussed what toppings are, why they're essential to extending Bigin's capabilities, and how the Bigin Developer Center serves as the starting point for building them. As a cloud platform, the Developer Center empowers
    • Proposal for Creating a Unique "Address" Entity in Zoho FSM

      The "Address" entity is one of the most critical components for a service-oriented company. While homeowners may change and servicing companies may vary, the address itself remains constant. This constancy is essential for subsequent services, as it provides
    • Next Page