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default agent

Related products:Freshdesk
  • January 16, 2015
  • 14 replies
  • 32 views

when creating a new ticket the Agent drop down should default to the logged in agent.  It can be changed if the agent is opening it for someone else.

14 replies

  • Contributor
  • July 12, 2017

has this been corrected yet?  It doesn't seem to have been corrected.  Maybe there is a seperate thread for this feature request?   


  • Contributor
  • May 14, 2018

This is not working. Our Freshdesk does not auto-assign a ticket to the person creating the ticket.


aravind.sundararajan
Skilled Expert
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Hello,


The new ticket form has the agent field available to choose to allow agents to create & assign tickets to anyone in the team. If the agents are creating tickets to reach out to the customer, they can make use of the New email function instead of the new ticket so that the ticket that gets created is assigned to the creator. 


If you'd still like to stick with the new ticket option, you can create a Dispatch'r rule that would auto-assign the tickets to the creator. Here's how you can setup the Dispatch'r rule:



Cheers!




  • Contributor
  • May 15, 2018

But won't that create a notification to the agent who created the ticket telling him (uselessly) that the ticket has been assigned to him?


aravind.sundararajan
Skilled Expert
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@Mr.Smith: Unfortunately, yes! Just curious to know why the new ticket option is preferred over the new email.


Cheers!


  • Contributor
  • May 16, 2018

We'd like one of two things (an option):


  • Make agent writing the ticket the assignee. No clicking needed.
  • Ticket defaults to a pre-defined assignee. No clicking needed during ticket creation.


In both cases, we don't want a notification to be sent to that agent. Agent notifications are already pretty primitive and we get too many. The signal:noise ratio of Freshdesk notifications isn't very good.


  • Contributor
  • May 16, 2018

@mrsmith - we would also like to see the agent creating the ticket to be the assignee by default. Of course, it would probably be a good idea if, by exception, an agent, other than the one creating the ticket, could be also specified as the creating agent on the new ticket submission form. (ex: when Agent A makes a ticket on behalf of Agent B)


  • Contributor
  • May 16, 2018

The thing about this is that from a UX (clarity to agent) perspective, auto-assigning tickets after they're created is not ideal. When creating a ticket, the default agent should already be chosen and visible. Agent can change that if he wants. If things are done in an Observer rule afterward, it's not obvious when creating the ticket. Observer rules are not a replacement for sensible settings. I like Freshdesk, but I have the impression that it relies too much on rules and is missing important built-in settings. And this impacts usability.


  • Contributor
  • May 16, 2018

<sorry-for-the-rant>

The solution that was presented by Arvind doesnt really address the main problem.  Unfortunately, I find it frustrating at times that I sometimes get a solution to a problem to which I never inquired.  


For example, when I bring up Problem A and ask if Solution B is possible with the current FD implementation, I will often get a response from the FD Support Team like "If you want to solve Problem C, you can easily use Solution B".  


I guess this presents some sort of solution in a very small amount of the forum topics, but at best it seems that my problem is being side-stepped.


In this thread, Leeza Harris basically asked if the logged in agent could be automatically assigned to a new ticket, rather than having to manually select his/her name. FD comes back with a different issue, but with the desired solution (albeit, via a rule).  If the solution can be made available via an observer or supervisor rule, wouldn't it then be quite easy for the FD dev team to implement this on their side, so the users can enable this as an option, rather than to create rules that will be obfuscated in a few months time (i.e. buried under the other 40 Observer rules)


</sorry-for-the-rant>


aravind.sundararajan
Skilled Expert
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@Mr.Smith: The new email option defaults the agent value to the ticket creating agent. It shouldn't be that difficult to auto-select the agent field on the new ticket page. I'll have a word with the Product Manager on this and see if we can pick this up in upcoming sprints.


@JayBee: You're welcome to express your views/comments here and you don't have to be apologetic as long as things are said in the right spirit :) I'm sorry if my response actually triggered the rant - I'd love to have the agent name pre-filled in the ticket form and I certainly accept that would be the most viable solution.


I was just trying to explore other possible workarounds to see if that can help in the meantime but my intention, just like the fellow support folks here, is not to pass the back by any means. I hope we can improvise and change the rant into something nice :)


Cheers!


  • Contributor
  • May 16, 2018

@Aravind - thanks for your email. I definitely still love using FD, but I guess I would rather just hear a more straightforward answer - like "sorry, FD doesn't currently support this, but we'll submit this feature request", rather than hearing about a solution to a problem that I don't have. It kinda makes me feel like the FD team didnt really understand my email/message/issue.


aravind.sundararajan
Skilled Expert
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@JayBee: Just had a word with the Product Manager and got this added to the roadmap. This is how the auto-fill has been imagined to work in the new ticket screen:


1. Auto-fill agent and group name in the ticket form if the current agent is part of only one group

2. Auto-fill agent in the ticket form and leave the group unassigned if the current agent is a part of multiple groups


Cheers!


  • Contributor
  • May 17, 2018

@aravind - just a small request - if it could be possible to set a default group for each Agent, that would eliminate the need for requirement #2. At least for my helpdesk, a lot of our agents belong to multiple groups, but usually only have 1 main group in which they belong/work


  • Community Debut
  • February 15, 2019

Any update on the auto-fill at creation of a new ticket by an agent?