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.
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.
When an agent completes or skips the last ticket in the list, the list wraps back to the top and the first ticket in the view is opened.
![](https://zen-marketing-documentation.s3.amazonaws.com/docs/en/views_icon.png)
- 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.
- 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.
- Tickets in Guided mode aren't automatically assigned to the agent who is working on them unless you create a trigger to automate this assignment.
- Guided mode may show an agent another agent's assigned tickets. This can happen if the tickets meet all view conditions, agent permission settings, and are not being viewed by another agent.
Setting team member access to Guided mode
You'll need to create or edit a custom role and assign it to the team members who should have Guided mode access. For details, see Custom agent roles.
- In Admin Center, click
People in the sidebar, then select Team > Roles.
- Next to the role you want to modify, click edit.
- In the Agent workflow section, select View permissions > Play views only.
- Click Save.
Viewing skipped tickets
In Guided mode, team members can choose to skip a ticket. After they click Skip, a window appears prompting them to enter a reason.
Note that Guided mode team members can still click Skip in the above window without entering a reason. If you're looking for specific information from team members 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 team member's user profile. Looking through skipped tickets can help you identify specific knowledge areas and processes that team members are struggling with.
Admins can view skipped tickets for any agent in Guided mode. Guided mode agents can view their own skipped tickets only.
- In Admin Center, click
People in the sidebar, then select Team > Team members.
- Open the team member's profile you want to view.
- Click Play only.
- 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.
35 comments
Miles Dunn
How can I give other roles permissions to see the skipped tickets on the "Play Only" tab of the user's profile? Right now only admins can see this tab but I'd like managers to be able to see it too.
2
Dave Dyson
1
Stacey
I have seen agents utilize the search function and filter by "new" status tickets to choose which tickets to answer. Is there any way to limit the search function to prevent this type of behavior?
0
Dave Dyson
I don't think there's a way you can limit an agent's ability to search like that. That's certainly a clever way to cherry-pick.
For what it's worth, I wrote a blog post about cherry-picking, some different reasons behind it, and ways to address each motivating factor from a management perspective: The four C’s of cherry-picking
0
MAC
Would it be possible to add a feature or setting within each view so that we can choose which views the guided mode feature will appear on?
16
Brett Bowser
I'd recommend creating a feature post in our Feedback - Ticketing System (Support) topic as that's where our product managers actively monitor user feedback. You can use the following template when creating your feedback post as well: Product Feedback Post Template
Thanks for taking the time to share this with us!
0
Dan Cross
For Skipped reason box, is there functionality to create and display a list of reasons that we can surface for Agents (not just an open text box) - this would allow us to create a more consistent process, easier to look for trends, and provide the Agent with a more efficient way to note a reason and move on to the next ticket.
4
Dave Dyson
0
Nicole
Just wanted to throw this link in here to the feature request for picking which views you'd like in guided mode, hoping to make it easier for others to find and upvote if they stumble upon this article.
https://support.zendesk.com/hc/en-us/community/posts/4563870277018-Guided-Mode-suggested-enhancement?page=1#community_comment_4755642307354
0
Dave Dyson
0
Lala
Hello. Is there a way to customize the Play feature to start with the oldest tickets first? When I test it out on my end, it's not starting with the oldest open tickets in the queue. Thank you!
0
Nicole
Lala I was having the same issue. What solved it for me was editing the view sort order from the Admin Center. Hope it helps.
0
Dave Dyson
0
Lala
Thank you so much, Nicole. That was very helpful.
0
Camilo Gomez
This feature would be better if tickets that have already been assigned to an agent would be excluded from the logic when the next agent hits next, and not only when an agent is actively looking to a ticket.
1
Annelies Van der Sanden
Hi Camilo, we solved this by changing the view to unassigned tickets and tickets assigned to the active user only
0
Kyle Lessard
Is there a character limit in the text box field when skipping tickets?
0
Gabriel Manlapig
The character limit looks to be 65k characters in the text box field when skipping tickets. Tried this on my end, and if you exceed 65k characters, the ticket will not appear on the review skipped tickets under team member's user profile.
I hope this answer your question. Thank you!
0
Scott C.
Hey ZD team,
Is there any way to tell when an agent clears a view fully? Is there a trigger or anything that can tell us when a view is completed of all tickets?
Any insight is appreciated. Thanks!
0
Nara
0
Cory Truesdell
Question - If an agent is flying thru tickets in guided mode and a customer replies to a ticket they've previously been assigned to, will that ticket jump to the front of the line for that assigned agent?
0
Jim
In the event that the customer (also known as end-user) responds to a ticket that's assigned to an agent, then ideally, the ticket would show up in the default views, namely "Your unsolved tickets", "All unsolved tickets", and "Recently updated tickets" (shown in the sample below).
Furthermore, those recently updated tickets would ideally show up on top of those mentioned ticket views, given that they are formatted with the Column "Updated" and it's set to "Descending" order, which is arranged from the latest or most recent one to the oldest (explained this article and shown in the sample below).
0
Henry
Hello team,
I have a question regarding the viewing time in Play mode. I have received several complaints from my agents regarding their tickets being taken over by another agent while they were researching the case. I was wondering if an agent opens a new tab in their browser while researching, would the system automatically mark them as inactive in the Zendesk tab within a certain time and allow the ticket to be given to another agent? Our goal is to handle tickets immediately, without assigning the ticket in the open status to the agent.
Thanks
0
Noly Maron Unson
Hi Henry,
There are certain scenarios that may have contributed to this. You can check Troubleshooting agent collision in Play mode for a detailed guide on those scenarios.
Hope this helps.
0
Rudolph
Hey Zendesk team,
Heads up that putting agents in Guided Mode removes their access to the suspended queue. This was a surprise to us and is not documented here. Please add to the article! Thank you!
0
Glen Schneider
Silly question but how can you just solve a ticket in guided mode without adding a reply?
We get tickets sometimes that just contain an attachment and we don't need to reply.
0
Marius Gavril
In the event that Light Agents are viewing a ticket, that ticket does not get served to the agent that's in Play Mode due to collision detection. Is there a way to bypass this shortcoming?
0
Christine Diego
It is expected that if a Light Agent is viewing a ticket that it will be skipped in Play/Guided mode. We currently do not differentiate between the light agent and normal agent, but you I would encourage you to post this as feature request in our feedback forum. We truly value customer feedback and your voice and votes in the forums help influence future Zendesk functionality.
1
Leslie
"You reached the end of the view playlist.
Looks like you've played through all the tickets, there's no more left in this view"
Why are we seeing this message when using Play button?
Thank you so much.
0
Olha Vorobei
Hello! I don't know if it is the right thread to address the question, and if not - it'd be great if you could advise on the correct one.
After implementing the Guide mode into the agents' work, the agents started experiencing numerous “bugs” such as:
1. Even though the View (from where the tickets are added to the Play mode) is set correctly in the way that only New and Open tickets should appear, the agents sometimes receive Pending and Solved tickets. Can you, please, advise what could be the issue of this?
2. Are the tickets distributed evenly between the agents on the shifts?
Thanks!
0