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How to use Rules to Auto-Assign Tickets

Tickets can be automatically assigned to an Agent or Team, or to specific members of a Team. Team assignments can also use the 'Round Robin' system to alternate between Team members.

1. To get started: ​

  • Log in to Admin+ as a Super Admin.
  • Select Settings from the left navigation menu.
  • Next, click on the Rules located under Tickets.
    • The heading information shows the categories for Name, Events, Conditions, and Actions.

2. To create rules: ​

  • Click on New in the right corner. This will open an Add Rules window with the following options:
  • Name
  • Event
    • On New Ticket Creation.
    • On Category Change.
  • Condition
    • Requested by User in Organization Unit.
    • Category is
    • Building is
    • Room is
  • Action
    • Auto-Assign to Agent.
    • Auto-Assign to Team.
    • Auto-Assign to Team Agent (Round Robin).

Below is an example of how to create a rule that will assign new tickets from an Organization Unit to a team of Agents using Round Robin.

  1. Event:
    • Select On New Ticket Creation.
  2. Condition:
    • Select Requested by User in Organization Unit from the dropdown.
    • Choose an Organization Unit.
  3. Action:
    • Select Auto-Assign to Team Agent (Round Robin).
    • Choose a Team from the dropdown.
  4. Click Add Rule to finalize the setup and enable the rule. The rule is now ready to handle new tickets.