Improve escalation workflows using macros
During my time working with our customers I have seen pain points come up regarding internal escalation processes and how this can lead to a poor experience between both agents and end-users within a ticket.
Support agents frequently work on complicated tickets which require additional assistance from other teams. When transitioning the ticket from one team to another information can get miscommunicated and sometimes lost all together. Trying to recover missing information can involve in many unnecessary or redundant steps leading to a poor experience as mentioned above.
To help make this escalation process easier - and hopefully decrease ticket handle time (or full resolution time) on tickets - you can use Macros to provide internal reminders to agents before escalating. This is how we manage ticket escalations at Zendesk: each time the ticket needs to be transferred from one team to another, the agent applies an escalation macro which reminds them of the information that needs to be included and ensures that it's organized in a uniform way every time. This will make easier for the next agent to find the most important or relevant details within the ticket to further assist the requester. Here's one way to optimize your escalation workflow:
Create escalation macro
Comment Mode: Private
- Summary of issue:
- Troubleshooting steps taken:
- Steps taken to reproduce:
- Specific examples/Screenshots
- Additional notes:
Group: [Escalation Team]
Add tags: escalate_to_[team]
Optional > Add CC: (Current User)
Apply macro - agent applies macro to ticket when escalation is necessary, filling out the appropriate information and submitting as open. Macro serves as a friendly reminder of the information needed to escalate.
Optional: Macro can also CC the agent applying the macro if they'd like to follow the ticket to resolution.
The escalation team can jump right into the ticket and assist the requester without duplicating troubleshooting steps previously taken. This should help reduce the full resolution time of a ticket.
You're newly created macro is also configured to tag the ticket for tracking purposes allowing agents to report on which tickets are being escalated. This can help determine if additional training is necessary for agents escalating these tickets or pinpoint underlying issues with the product/service provided.
If you have any questions regarding the above workflow or have other suggestions you would like to provide feel free to comment below!
Thanks for sharing this.
Question: how is your report in Explore looking at to track escalation tickets?
Since my macro applies a tag when I'm escalating the ticket I would use the following report: Explore recipe: Reporting on macros using tags.
Hope this helps!
Is there a way to enforce teams to use a macro when creating or replying to tickets?
Can it be made mandatory?
Also is there a way to flag a custom field if it is repeated.
e.g. Order ID.
When there is a new ticket with the same Order ID as an existing unsolved ticket can it flag the agent?
Hey Team Leader,
There's no way to make macros mandatory, however, you set it up so macros apply a tag. Then if a ticket is updated but doesn't contain that tag included with the macro, you can create a trigger that notifies a Team Lead or manager. Let me know if you need help setting this up.
As for your second question, are the order numbers being populated in a numeric or text field? I can't think of a way for a trigger to check for duplicates unfortunately :-/
Perhaps others can jump in here and offer up some advice.
Please sign in to leave a comment.