How to create tickets using Automation?

Creating tickets using automation involves setting up predefined rules or triggers that automatically generate a ticket based on certain conditions or events.

Let’s see how it works.

After creating your survey, navigate to the Automation module create automation.

After clicking 'Create Automation,' you can leverage your tools to set up an automation. Within the automation settings, there is tool called 'Responses Triggered,' and you would want to navigate to the 'Setup Now' option available in that section

3. After clicking on 'Set Up Now,' you now need to select the survey for which you want to create tickets.

4. After selecting the survey, click on 'Filter Responses' to set the conditions under which the responses should trigger the automation. Then, click on 'Save & Continue.

5. After setting up the condition then go to add action and click on generate ticket.

After clicking on 'Generate Ticket,' you now need to complete the action.

Let’s understand how it works.
6.1 The ticket description serves to capture the details of a ticket. If there is any response related to that
description, a ticket has been created.

6.2

Now you have to assign that ticket to a respective agent

6.3 After setting up the ticket agent, when a ticket is assigned to that agent, they will receive an email notification for that ticket.

6.4 You can also set up an escalation notification. If the assigned agent does not make any updates on that ticket, a reminder notification will be sent to them. You can set it up according to your preference in how much time a notification will be sent to him.

7. After completing all the actions, click on 'Turn On' to activate your automation and set it into motion.

8. Now, when a customer provides a response that matches the conditions you've set up in your automation, the designated person will be assigned a ticket to address. This ticket will be displayed in the 'Tickets' tab.