Recent searches


No recent searches

Looking for the most efficient setup for my situation!

Answered


Posted Jan 28, 2021

Just to give everyone that's reading this a quick overview of what I'm trying to accomplish: 

I currently have 1 admin account and 5 agents. Each of us is in charge of a different language: English, Spanish, etc. I'm trying to set up our Zendesk system so that when a customer fills out their request form, it will be automatically categorized and assigned to the appropriate category and agent. I've played around with ticket fields, forms, and views, but I feel as if my set up could be better. 

Here's what I currently have set in place:

  • I've created ticket fields for "Language"

Editable for end-users only, required by both agent and end-user to solve a ticket, and for the field values I've included the 5 languages we'll be supporting: English, Spanish, etc... 

I've then added individual Triggers for each language so that when the condition: "Language is English" is met, the action "Assignee Tim" is carried out. 

  • On our "Sumbit a Request" page, customers are given a drop down menu to select a category for their issue. 

I'm hoping to add these same categories on my Views page to see how many tickets are in each category. Is there some way I can set this up? Also, will having different languages somehow impact this? 

Thank you! 


0

1

1 comment

Hi Timothy,

Your current setup is good! 

In Zendesk, if you have your languages you support activated into the Guide, technically the languages can be detected by Zendesk. Depending on the browser language the user comes from, depending on the contents of their description, Zendesk can recognise the language so you don't have to.

However, adding this extra "safety" with a custom field for language is great because sometimes even Zendesk can get confused. I.e a user is writing from Spain, has their browser setup in English and they write their message in French.

Having your categories show up in Views is down to how your way of working. In general, less is more, so having less Views is better than more. However, there is no 1 formula that works for all. I'd suggest adding the ticket categories into a global View like "All unsolved tickets" as a column. If you go to Settings/Views/Add Column and search for your custom field created for categorisation. Now you will be able to filter requests based on ticket category as well.

Hope this helps.

Best,

Dominic

dominiccx.com 

0


Post is closed for comments.

Didn't find what you're looking for?

New post