Creating a Ticket Queue
- Make sure Queues are enabled (on the Organization Page)
- Click on the Tickets Page
- Click the Queues tab
- Click Add Queue
- Give the Queue a Title
- Select which team members the Queue should be visible for which will allow them to claim tickets from the Queue
- Select the Queue Type:
- Default: Just used for ticketing
- AutoDialer: Used if you're making phone calls from the queue
- Optional: If you're using the AutoDialer, specify which phone number should be used for calls made from that Queue
- Click Save
Adding Pinned Fields to the Tickets in the Queue:
- Underneath Default Phone Number click Add which will allow you to "pin" fields that will be visible on tickets that are created through the queue
Claiming a Ticket from the Queue
- On the Tickets Page in the Queue click Get Next Ticket
- After closing the ticket if there are additional tickets in the Queue click Get Next Ticket
Claiming a Ticket from the AutoDialer
- Add Default Phone Number for Queue
- Select AutoDialer as Queue Type
- After closing a ticket and starting another, the next call gets auto-dialed
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