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Tracking the original agent
Posted Apr 11, 2022
We're setting up a support process where the first agent to whom the ticket is assigned is the "tier 1" agent, and that agent may later escalate the ticket by assigning it to a Zendesk group or a person who is a subject matter expert. In our process, the ticket is now in "tier 2."
This has raised a key question: How can the tier 1 agent create a view that shows all tickets for which they were the initial assignee?
I tried creating a custom ticket field called "tier 1 agent name," but it looks like I can't automatically set this value with a macro, so that probably won't work. Any other thoughts on how I might be able to accomplish this?
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4 comments
Jarrad Test
Josh Padnick What plan are you on and how many agents? I'm also curious to know what group and/or role settings you have setup for Tier 1 and Tier 2 etc? Do they have the ability to create their own macros and views?
You could definitely achieve this through a macro with a tag, the tag would work like your custom ticket field. I would suggest you have a standard escalation macro and then another macro for each agent to tag with a unique identifier.
However, if you are in a medium sided organisation with 10+ agents in each tier this could become a nightmare to maintain and I'd probably recommend against it.
Edit: If you used a dropdown of the agents names that would possibly work for your macro (original thought process), again it's going to require maintaining.
Thanks.
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Josh Padnick
Thanks for your input! We're on Zendesk Suite Professional, at least for now. And tags and a custom dropdown field were exactly what I was thinking is a possibility, though just as you said, if the number of agents becomes high, that gets pretty clunky and hard to maintain.
That may be our best bet, but curious if there's a more scalable option here?
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Jarrad Test
Josh Padnick just looking at the screenshots on this market place application, it seems to log the agents, status and time spent - https://www.zendesk.com/marketplace/apps/support/35111/time-tracking/
I'm not 100% sure on the functionality as I am yet to test but might be what your looking for?
Thanks, Jarrad.
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Josh Padnick
Thanks, Jarrad! We had a single field to propagate from org to ticket with only 6 possible values, so I wound up just defining 6 separate triggers.
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