13 results for Workflow Templates
Assign tickets to an owner
Make sure your customers are being taken care of by automatically assigning new tickets to users or teams. Assignment will be delayed to account for any other automatic assignment.
Audience targeting for routing emails to customer agent
Conditionally assign emails to customer agent based on contact or conversation properties.
Create tasks based on ticket source
Reduce manual effort for teams by creating tasks automatically for tickets from a specific source.
Reassign Tickets for Customer Agent Handoff
Automatically reassign tickets in Help Desk to a human.
Tell ticket owners when an SLA is due soon
Help your team prioritize tickets that have service-level agreements (SLAs) coming due. Notify the ticket owner when a ticket is due soon. If the ticket becomes overdue, send another notification.
Set priority on tickets
Help your team prioritize tickets by automatically setting ticket priority based on specific ticket criteria.
Send welcome email to newly registered member
Send a welcome and onboarding email to contacts who have successfully registered for private content.
Send email to churned member
Re-engage members who have churned from your content community
Reassign Conversation for Customer Agent Handoff
Automatically reassign conversations in Inbox to a human.
Control if closed tickets open based on new replies
Creates a new Help Desk ticket when an email is re-opened after 5 days of inactivity
Send welcome email after first login
Send a welcome and onboarding email to contacts who access private content for the first time.
Create a support ticket and send a confirmation email
Automates support ticket creation for support forms
Reassign Conversation based on languages for Customer Agent Handoff
Automatically reassign conversations based on languages in Inbox to a human