Helpdesk

Keep Requesters Updated with Help Desk Automations

Email people when their ticket is resolved, tell your team about urgent tickets in chat and send other systems what they need to know.

  • Kräver Professional eller högre
  • Cirka 10 minuter

The person who raised a ticket wants to know where it stands, and your team wants to hear about the urgent ones first. Help desk blueprints can do both without anyone remembering to.

Before you start

Blueprints are on the Professional and Enterprise plans. If you are new to help desk blueprints, start with Automate Your Help Desk with Blueprints.

Email people when their ticket is resolved

  1. Set the trigger

    Create a blueprint with the Help Desk Ticket trigger and the Status Changed event.

  2. Add a condition

    Add a condition where the status equals Resolved.

  3. Write the email

    Add a Send Email action. In the To box, put {submitter_email} so it goes to whoever raised the ticket. Use variables in the subject and message, for example Ticket #{number} is resolved: {subject}. The email carries your workspace's branding.

Shout about urgent tickets

  1. Catch them as they arrive

    Use the Created event with a condition where the priority, or the AI suggested priority, equals Urgent.

  2. Post in team chat

    Add a Send Channel Message action to your support channel, with {subject} and {ai_summary} so people can see what it is about without opening it.

  3. Make sure someone owns it

    Add Assign User to give it to whoever is on duty, and a notification so they hear straight away.

Tell another system

Use a Webhook action to send ticket details to another tool, for example to log resolved tickets somewhere else.

Variables you can use

{number}, {subject}, {status}, {priority}, {category}, {submitter_name}, {submitter_email} and {ai_summary}.

Forms without an email field. Tickets from a form that does not ask for an email address have no address to write to, so the email step does not send for them and the blueprint log says why. Add an email field to the form if you want to reply by email.

Check the blueprint logs after a few tickets to see each automation run. For more, see the help desk.

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