Side conversation notifications
Answered
Posted Dec 12, 2022
Hello everyone!
So something that has bothered me for quite some time now is how notifications for Side conversations work.
I want to set up a simple trigger that fires when a Side conversation is sent to an agent.
The agent should receive the notification in an e-mail with some simple information regarding the side conversation.
Isn't the above mentioned possible?
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13 comments
Christian Johnsen
Thanks once again, Shmuel Holzman!
I've one last question (I hope!) if I make the triggers for the e-mail side of things, would that in any way interfere the triggers made for the ticket side conversations?
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Permanently deleted user
We generally use Side Conversations to communicate with stakeholders that don't use Zendesk; for stakeholders who use Zendesk we just communicate via Internal Comments on the ticket.
Side Conversations via email works like as any other email service. The only Triggers we set up were the ones I mentioned at the top, here, to notify the Assignee when someone replied to the Side Conversation.
Hope this helps!
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Christian Johnsen
And do you have some good triggers I could see when using Side Conversations via E-mail? :-)
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Christian Johnsen
Thanks, Shmuel Holzman!
I'll try it out.
Would you mind explain a bit why you've chosen via e-mail instead of via ticket? :-)
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Permanently deleted user
Glad to hear that it worked!
You can add a Rule to the above Trigger `Assignee is not (current user)`.
And then duplicate the same Trigger but with a small change:
Disclaimer: I have never tried this but in theory it should work. Let me know how it goes!
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Christian Johnsen
Shmuel Holzman
That worked. Thanks a lot!
What if I then wants to have a mail being sent everytime the Side conversation is replied to? So for example:
I'll start a Side conversation: Agent A gets first notification. Then Agent A answers this Side conversation, either through the ticket or directly through the mail. Then I want to receive a notification about this answer and so forth.
Thanks in advance!
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Permanently deleted user
It seems I may have misunderstood your question; I was under the impression that you are looking to have the agent who created the side conversation notified when there is a response.
Are you looking to address a scenario where a side conversation is sent to an agent? If so, we use side conversations via email instead of side conversations via ticket.
If you prefer to create side conversations via a ticket, your Trigger can be set up like this:
Let me know if this makes more sense!
(Side note: If you remove the space between the # and the {{ticket.id}}, it will hyperlink the {{ticket.id}}. Just found this out today, thanks to Ahmed Zaid's comment here)
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Christian Johnsen
Hi, Shmuel Holzman
Thanks for your input!
I like your triggers, however I want to understand it a bit more:
When you say 'Assignee is not "-" = There is an assignee to the main ticket, right? Can you elaborate a bit on the first trigger; why would the agent added to the 'To'-field in the Side Conversation get a notification this way? I mean; the trigger fires when an agent is added as assignee to the main ticket, right? And if I opened the ticket and added myself as assignee, because I want to resolve the ticket, then, according to your trigger, I'll be the current user and therefore get the notification.
Am I wrong?
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Christian Johnsen
Hi. Raphaël Péguet!
Thanks for getting back.
With "assignee is not empty" is that Assignee is "-"?
Thanks!
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Permanently deleted user
Hey Christian,
We've created the following Trigger to address this:
It is then followed by a second Trigger (along the lines of what Raphaël mentioned):
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