Setting up Guided mode (Enterprise)

Ensure tickets are addressed in the appropriate order with Guided mode, a custom role option that requires agents to work through tickets using the Play button.

This article contains the following sections:

• Understanding the agent experience in Guided mode
• Setting agent access to Guided mode
• Viewing skipped tickets

Understanding the agent experience in Guided mode

In Guided mode, agents can access views using the Play button. When agents click the Play button, the system automatically opens the first ticket in the view. After addressing the ticket, the agent clicks Submit to update it and automatically move to the next ticket. The Submit button is not available until a change is made to the ticket. 

The next ticket is the next ticket in the view according to the view's sort order (see Using views to manage ticket workflow) that the agent hasn't already skipped and that no other agent is currently viewing. For more details, see Using the Play button.

In Guided mode, when an agent clicks the Views icon () in the sidebar, they can do either of the following:

• See and open all tickets assigned to them in the system Your assigned tickets view.
• Click on any other view to open its available ticket and start Play mode. They won't be able to see a list of the tickets in the view. Once they've started a view in Play mode they can click Skip to skip a ticket, but are prompted to enter a reason.

  

Keep in mind that agents in Guided mode will still be able to view and open tickets they have access to from end-user or organization profiles and through search.

Setting agent access to Guided mode

You'll need to create or edit a custom role and assign it to the agents who should have Guided mode access. For details, see Custom agent roles (Enterprise).

To assign Guided mode to a custom role

1. Click the Admin icon () in the sidebar, then select Manage > People.
2. Select Roles.
3. Next to the role you want to modify, click edit.
4. In the Tools, section, click the drop-down menu next to What can this agent do with views, select Play views only.

   

5. Click Update role.

Viewing skipped tickets

In Guided mode, agents can choose to skip a ticket. After they click Skip, a window appears prompting them to enter a reason.

Note that Guided mode agents can still click Skip in the above window without entering a reason. If you're looking for specific information from agents when they skip tickets, you should communicate expectations on entering reasons and how you'll be using the responses.

Review skipped tickets and reasons in a Guided mode agent's user profile. Looking through skipped tickets can help you identify specific knowledge areas and processes that agents are struggling with.

Admins can view skipped tickets for any agent in Guided mode. Guided mode agents can view their own skipped tickets only.

To view a Guided mode agent's skipped tickets

1. Click the Admin icon ( ) in the sidebar, then select Manage > People.
2. Click Agents.
3. Open the agent's profile you want to view.
4. Click Play only.
5. A list of tickets the agent has skipped, along with each reason entered, appears. Click on a ticket to open it and view additional details.