You can save time by letting Helpy automatically route and assign new customer tickets as they come in. This configuration makes use of the "Triggers" feature, and takes only a minute or two to set up. To get started, navigate to settings > triggers. Next, complete these steps:
- Navigate to Settings > Trigger
- Choose "New Trigger" to create your new Trigger
- For "Fire the trigger when this happens", select "a new ticket is created"
- Skip adding any conditions, as we want this to apply to all tickets. Alternatively you can add conditions here to only auto-assign certain tickets.
- For "Then do this", choose one of the first three options:
Assign to a specific agent
This does exactly what it says and will always assign new tickets to the same agent. Perfect if you want to triage tickets manually or combined with conditions (#4) to always send billing questions to the billing agent.
Assign to the next Agent
This will assign the new ticket to a randomly chosen agent.
Assign to the least busy agent
Like it sounds, this will assign the ticket to the agent with the least assigned open tickets. - Click "Save" and enjoy having your tickets auto-routed