Setting up automation rules can help improve efficiency, reduce workload, and enhance customer experience. Desk365 has introduced automation rules that work on time based triggers, an exciting feature that is set to change the way businesses handle their customer support requests.
In this article, we’ll take a closer look at how to set up automation rules to run on time based triggers in Desk365.
Time Based Triggers allow you to automate actions based on a specific time frame. By setting up automation rules to run on time based triggers, you can save time and improve efficiency in your helpdesk operations.
For example, you can set up a time based trigger to escalate unresolved tickets to higher-level support after a certain amount of time has elapsed. This helps ensure that critical issues are not left unresolved and that customers receive the support they need in a timely manner.
Creating Automation Rules to run on Time Based Triggers
With this feature, you can define specific actions based on time and event-based triggers, seamlessly integrating your workflows into your helpdesk for maximum efficiency.
To set up automation rules to run on time based triggers, these are the steps to follow.
1. To get started, log in to your Desk365 account and navigate to the Settings > Productivity > Automation tab. From there, click on the ‘Create New Rule’ from the ‘Time Based Triggers’ [Beta] tab.
2. Provide a name and enter the description for the rule in the below box.
3. Set up Conditions which act as a trigger for this specific rule. You have two choices here: ‘All of the conditions’ and ‘Any of the conditions’.
‘All of the conditions’ means that the ticket will only be triggered if all of the conditions are satisfied. If any of the conditions are not met, the ticket will not be triggered.
‘Any of the conditions’ means that the ticket will be triggered when any one of the properties or at least one of the properties matches with the properties of the ticket.
4. Choose the type of field you want from the dropdown list (ticket, custom, accounts, or time based trigger).
Now, let us look into the different time based trigger properties in detail below:
Hour Since Open: Time elapsed since the ticket was created and opened.
Hour Since Pending: Time elapsed since the ticket was last marked as pending.
Hour Since Resolved: Time elapsed since the ticket was marked as resolved.
Hour Since Closed: Time elapsed since the ticket was closed.
Hours Since Created: Time elapsed since the ticket was created.
Hours Since Reopened: Time elapsed since the ticket was last reopened.
Hours Since First Assigned: Time elapsed since the ticket was first assigned to an agent.
Hours Since Latest Assigned: Time elapsed since the ticket was last assigned to an agent.
Hours Since Contact Responded: Time elapsed since the contact last responded to the ticket.
Hours Since Agent Responded: Time elapsed since the agent last responded to the ticket.
Now, let’s take a look at some common examples of how these time based trigger properties can be useful.
- An instance of creating an automation rule is by utilizing the ‘Hours Since Agent Responded‘ time based trigger property, which can trigger a reminder email to be sent to a contact in case they haven’t replied to an agent’s message regarding a ticket within a specific timeframe. This can help prevent tickets from falling through the cracks and improve customer satisfaction.
- Similarly, you can use a ‘Hours Since Contact Responded’ time based trigger property to set up an automation rule that sends a reminder email to an agent in case they haven’t responded to a reply from a customer regarding a ticket within a certain amount of time. This can ensure that agents follow up with customers in a timely manner and provide a better customer experience.
5. Now, configure the actions to be executed on the ticket after the specified rule conditions have been met.
After configuring all the conditions and actions, click the ‘Save Automation’ button to create your automation rule.
Once the rule is created, you’ll notice it appearing on the ‘Time Based Triggers’ tab in Desk365.
Benefits of Using Time Based Triggers in Helpdesk Automation
Using time based triggers in helpdesk automation offers several benefits, including:
Improved Efficiency: Automating repetitive tasks such as sending follow-up emails or closing resolved tickets can save time and reduce workload for support agents.
Enhanced Customer Experience: Automating tasks such as sending personalized follow-up emails can enhance the customer experience by providing timely and relevant support.
Better customer service: Time based triggers help you provide better customer service by ensuring that tasks are completed on time.
Increased Consistency: Time based triggers ensure that tasks are completed consistently and according to your defined processes.
Scalability: Automation rules can be easily scaled to handle increasing volumes of tickets or support requests.
Time Based Trigger Examples
Here are some common time based triggers that you can use to streamline your helpdesk operations:
Auto-Closing of tickets
Once a support agent has resolved a customer’s issue, you can set up a rule to automatically close the ticket after a set period of time has elapsed. This ensures that support agents are not bogged down by these repetitive tasks and can instead focus on pressing customer issues.
Reminders for pending tickets
If a ticket has been pending for a certain amount of time, you can set up a rule to send a reminder to the assigned support agent. This ensures that support agents stay on top of pending tickets and can prioritize their workload accordingly.
Automated follow-ups
You can set up a rule to automatically send a follow-up message to a customer who has not responded to a support agent’s reply within a certain amount of time. This helps ensure that customers receive timely and personalized support.
Additionally, you can use these time based triggers to automate other routine tasks such as updating ticket fields, assigning tickets to agents, and sending notifications to customers and agents.
However, it is important to note that you should use these triggers wisely and only for tasks that require regular and timely action.
Overusing these triggers can lead to unnecessary automation and clutter your helpdesk with irrelevant information.
Conclusion
Setting up automation rules to run on time based triggers in a helpdesk environment can greatly improve efficiency, reduce workload, and enhance the customer experience. By following the best practices and continuously improving your automation rules, you can optimize your support operations and deliver outstanding customer service.