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Pre-set reasons for skipping while using Guided Mode



Data ultimo post: 02 mag 2022

Our teams have not launched Guided Mode yet but are preparing for it this year.  One of the challenges I see is that with the current Guided Mode functionality, Agents are provided with an open text box to tell a manager why they are skipping a ticket or can simply skip without providing a reason.  

While we can coach Agents to always provide a reason, it would be more effective for Agents, Managers, and Analytics to not have the option to skip without a reason.  In addition, for Agent efficiency and improved reporting, allowing us to include a preset list of skip reasons will create consistency in reporting, more effective training for Agents, and a more efficient way to skip a ticket.  


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Barry Neary

Zendesk Product Manager

Hi Dan Cross

Thanks for the feedback. We have in our routing roadmap a reason for decline field, so if an agent declines a task that is routed to them they have to pick from a list of reasons.

However if there is enough demand for a similar function on guided mode, we can include this as a roadmap item too.

Barry

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+1 definitely up voting. Our team has done a half-approach for Guided mode. They use the Play mode feature but it isn't mandatory. The reason for this is because of the ability for Agents to get out of a ticket without leaving a reason.

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