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Trigger to add macro or internal note to new tickets



Posted Mar 13, 2024

I'm looking for a way to a macro, or possibly an internal note added when an agent first opens a ticket. We need to set reminders for agents to add certain documentation before taking action on the ticket (pending, on-hold, solved).

Is there an option or workaround to do this?


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Jahn

Zendesk LuminaryCommunity Moderator

If you can provide more use case on this one Brettany Rhodes

At the moment, here's what I can think of bulk updating tickets then adding internal notes. 

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Joyce

Zendesk Customer Care

Hello Brettany,
 
If you would like to trigger an internal note to be automatically added to an agent-created ticket, you can achieve this with the Advanced AI add-on. If you have the Advanced AI add-on, you can create a trigger that automatically adds a public comment or an internal note to a submitted ticket that meets certain conditions. Kindly visit this article to learn more about this feature: Can I configure a trigger to add a comment to a ticket?
 
I also found this community post wherein a user shared a tip on how to configure this workflow using a Webhook without the Advanced AI add-on. However, please note that the use of a trigger and a webhook to update tickets is not recommended or supported.

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If you're still looking, eesel AI has a lot of features that can help with this and other automated functions for categorising incoming tickets etc. Give it a look!  https://www.zendesk.com/au/marketplace/apps/support/1019076/ai-agent-assist-by-eesel/

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