Workflow simplification with Support triggers & automation
On October 14th, the Zendesk community hosted a panel of Support experts who shared their advice & answered questions submitted by customers.
Contents of this video
0:00 - Introduction
0:14 - Advice on streamlining individual notification triggers
2:04 - Workarounds for trigger workflows needing to depend on race conditions caused by API calls
5:22 - [Feedback Question] Any plans to have triggers based on scheduled hours
6:29 - [Feedback Question] Any plans to allow the creation of personal notes with triggers & automation
8:54 - [Feedback Question] Are there any updates when automation will be able to run in smaller specified increments of time
9:28 - How do I send notifications when there are only private comments on a ticket
11:09 - What advice would you give for someone trying to improve workflow efficiency that is new to triggers
13:10 - Best practices when multiple business units utilize the same Zendesk instance
17:49 - [Feedback Question] When will workflows work the same on all channels?
21:21 - Advice on making fewer hops between receiving tickets & getting tickets to an agent who can assist
24:06 - [Feedback Question] When will the ability to test a trigger before saving it to production be possible
25:41 - Advice on how companies use triggers, automation & workflows to improve processes
31:50 - What is the best way to order triggers & automation
33:49 - What is the best way to target specific tickets without overloading ticket event
36:18 - Is there a way to have an overview of all your triggers & what they will work on
36:22 - [Feedback Question] WIll we see a feature to export all existing triggers as bulk
40:59 - [Feedback Question] Can we have the option to add attachments to the trigger
41:32 - Is there a way to use keywords that will trigger an automation
42:39 - What is the best way to tell if a trigger is not working or out of date
43:40 - Why can't we use the department of Zendesk Chat as concision of automations and triggers
44:57 - [Feedback Question] When will triggers and automation be integrated as a feature
46:05 - How do I set up tags, triggers, & views
49:41 - [Feedback Question] Can you make it easier to locate triggers that use a specific field
50:28 - [Feedback Question] Can the ability to have the same condition for triggers and automation available also for views?
50:42 - Advice on how to use Liquid Markup
52:35 - Is there a better way than using the default of marking solved tickets closed via an automation
53:54 - Are all automations top-down (built-in by Zendesk) or is it better to build our own, bottom-up
54:40 - [Feedback Question] Will there be support for more powerful ticket manipulations on triggers
55:53 - What resources are available to those struggling with building & troubleshooting triggers