This help file will walk you through all the different ways you can assign tickets in eDesk.
Before you start
You’ll need an Admin login to eDesk. If you don’t have an Admin login, you can request one from an Admin user within your business.
Note: Don’t forget to bookmark this page, so you can easily come back to it at any time.
01 How to assign a ticket owner in eDesk
When you’re working on a ticket in eDesk it’s easy to change the owner. Just select the Assign Owner icon and select the person whom you want to assign.
If your teammate is already the ticket owner you’ll see their initials on it. In this case, you can change the owner by clicking on the initials and selecting the teammate whom you’d like to make the new owner.
02 Assigning an owner without opening the ticket
03 Automatically assigning owners by using rules
You can use Message Rules to tell eDesk to automatically assign certain tickets to team members based on the conditions you decide.
The easiest way to think about this in words is as if, then statements...If [condition] then [assign to teammate x].
Here are a few of the ways that you can use Rules:
If someone on the team deals with particular ticket types:
If [ticket type is return] then [assign to agent x]
If someone on the team deals with tickets related to particular products:
If [product SKU is x] then [assign to agent x]
If someone on the team deals with tickets related to certain order statuses:
If [order status is Payment Rejected] then [assign to agent x]
There are endless ways to uplevel your inbox efficiency with rules once you get the hang of it!