I would like to add/have an escalate button within support tickets for the customerAnswered
I would like to add/have an escalate button within support tickets where the customer can click on in case he is not satisfied. When he clicks on the button an email should be send to one or multiple users and the customer should be notified that the ticket was escalated and the will be contacted shortly.
The easiest way to achieve this workflow would be to coach your customers to ask for their request to be escalated if they're not entirely satisfied with the support that they have received.
You can add a trigger, that would check if the the word "escalate" is in the ticket. The trigger will assign the ticket to a Manager's group and this will notify all the Agents in that group.
You can add another condition, where an email will be sent to the requester of the ticket and confirm that the ticket was escalated to the Manager's group:
You could also set up a workflow based on bad CSATs. This would allow managers to get emails alerting them to potentially problematic tickets. You can find more details in this Community tip.
This would be required, as you wouldn't be able to add a tab against the Requests page that would escalate the ticket to the desired group.
I hope this helps!
Thanks, Ill have a look at this but I do not believe it's an option to instruct customers to type the word escalate. This should be easy for them by just pressing a button.
Hello Arjan -
You may be interested in our Marketplace app, Klick-Zen - it does exactly what you are asking. You have the ability to create a button to add to customer emails, that can take a variety of actions on the ticket.
Check out our app for more information:
Thanks Acenerate! Looks like this could be very helpful. I will certainly look into this.
It would be great to have this option for customers in the Help Center. In Salesforce it is possible to configure it in a way that customer can escalate directly and do it as many times as needed.
Hi! I know this is an old thread, but we also have this use case. We really need a button in the Help Center that allows customers to escalate their tickets. Can this be done?
Alexander Popa's suggestion at the top is the best workaround. This is not a functionality that the product team is planning to add at this time.
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