Zendesk Automation Comprehensive skill for automating Zendesk support workflows and ticket management. Core Workflows 1. Ticket Triage Pipeline INCOMING TICKET FLOW: ┌─────────────────┐ │ New Ticket │ └────────┬────────┘ ▼ ┌─────────────────┐ │ AI Analysis │ │ - Intent │ │ - Sentiment │ │ - Urgency │ └────────┬────────┘ ▼ ┌─────────────────┐ │ Categorize │ │ - Type │ │ - Product │ │ - Skill needed │ └────────┬────────┘ ▼ ┌─────────────────┐ │ Route & Assign │ │ - Team │ │ - Agent │ │ - Priority │ └────────┬────────┘ ▼ ┌─────────────────┐ │ Auto-Response │ │ (if applicable)│ └─────────────────┘ 2. Routing Rules routing_rules : - name : billing_issues conditions : - field : subject contains : [ "billing" , "invoice" , "charge" , "refund" , "payment" ] - field : tags includes : [ "billing" ] actions : - set_group : billing_team - set_priority : high - add_tags : [ "billing_routed" ] - name : technical_support conditions : - field : subject contains : [ "error" , "bug" , "not working" , "crash" ] - field : product equals : "software" actions : - set_group : tech_support - set_priority : normal - add_tags : [ "technical" ] - name : enterprise_escalation conditions : - field : organization tier : enterprise - field : priority equals : urgent actions : - set_group : enterprise_team - set_priority : urgent - notify : slack_channel 3. Priority Matrix Customer Tier Issue Type Response SLA Resolution SLA Enterprise Critical 15 minutes 4 hours Enterprise High 1 hour 8 hours Business Critical 1 hour 8 hours Business Normal 4 hours 24 hours Standard All 8 hours 48 hours Auto-Response Templates Common Issue Responses auto_responses : password_reset : trigger : keywords : [ "password" , "reset" , "forgot" , "login" ] response : | Hi {{ticket.requester.name}}, I understand you're having trouble accessing your account. Here's how to reset your password : 1. Go to { { settings.login_url } } /forgot - password 2. Enter your email address 3. Check your inbox for the reset link 4. Create a new password If you don't receive the email within 5 minutes , please check your spam folder. Let me know if you need any further assistance ! actions : - add_tags : [ "auto_replied" , "password_reset" ] - set_status : pending shipping_inquiry : trigger : keywords : [ "shipping" , "tracking" , "delivery" , "order status" ] response : | Hi {{ticket.requester.name}}, Thanks for reaching out about your order ! I've looked up your recent order and here's the status : { {
if order.tracking_number}}
- Order
: {{order.id}}
- Status : { { order.status } } - Tracking : { { order.tracking_number } } - Estimated Delivery : { { order.estimated_delivery } } { { else } } Your order is being processed and tracking information will be available within 24 hours. { { /if } } Is there anything else I can help with ? Ticket Management Macro Library macros : - name : request_more_info actions : - add_comment : | Thank you for contacting us. To better assist you, could you please provide: 1. Your account email 2. Steps to reproduce the issue 3. Any error messages you're seeing 4. Screenshots if possible - set_status : pending - add_tags : [ "awaiting_info" ] - name : escalate_to_engineering actions : - add_internal_note : "Escalated to engineering team" - set_group : engineering - set_priority : high - add_tags : [ "escalated" , "engineering" ] - notify : engineering_slack - name : close_resolved actions : - add_comment : | I'm glad we could resolve this for you! If you have any other questions , feel free to reach out anytime. We're here to help. Have a great day ! - set_status : solved - add_tags : [ "resolved" ] Bulk Operations bulk_actions : - name : close_stale_tickets schedule : "0 0 * * *"
Daily
conditions : - status : pending - last_update_days : 7 actions : - add_comment : "Closing due to no response. Please reopen if needed." - set_status : solved - add_tags : [ "auto_closed" ] - name : escalate_breaching_sla schedule : "/15 * * * "
Every 15 min
conditions : - sla_breach_in_minutes : 30 actions : - set_priority : urgent - notify : team_lead - add_tags : [ "sla_at_risk" ] SLA Management SLA Policies sla_policies : - name : enterprise_sla conditions : organization_tag : enterprise targets : first_reply : urgent : 15
minutes
high : 60 normal : 240 resolution : urgent : 240 high : 480 normal : 1440 - name : standard_sla conditions : default : true targets : first_reply : urgent : 60 high : 240 normal : 480 resolution : urgent : 480 high : 1440 normal : 2880 SLA Dashboard SLA PERFORMANCE - THIS WEEK ═══════════════════════════════════════ First Reply SLA: Enterprise ████████████████████ 98% ✓ Business ██████████████████░░ 94% ✓ Standard █████████████████░░░ 89% ⚠ Resolution SLA: Enterprise ████████████████████ 96% ✓ Business █████████████████░░░ 91% ✓ Standard ████████████████░░░░ 85% ⚠ TICKETS AT RISK: ┌──────────┬──────────┬───────────┐ │ Ticket │ Customer │ Time Left │ ├──────────┼──────────┼───────────┤ │ #45231 │ Acme Corp│ 12 min │ │ #45198 │ TechStart│ 28 min │ │ #45156 │ DataFlow │ 45 min │ └──────────┴──────────┴───────────┘ AI-Powered Features Sentiment Analysis sentiment_analysis : enabled : true actions : negative : - add_tags : [ "negative_sentiment" ] - set_priority : +1
Increase priority
- -
- notify
- :
- team_lead
- frustrated
- :
- -
- add_tags
- :
- [
- "frustrated_customer"
- ]
- -
- route_to
- :
- senior_agents
- -
- add_internal_note
- :
- "Customer appears frustrated"
- Intent Detection
- intent_detection
- :
- categories
- :
- -
- name
- :
- billing_inquiry
- keywords
- :
- [
- "charge"
- ,
- "invoice"
- ,
- "refund"
- ,
- "bill"
- ]
- confidence_threshold
- :
- 0.8
- -
- name
- :
- technical_issue
- keywords
- :
- [
- "error"
- ,
- "bug"
- ,
- "broken"
- ,
- "crash"
- ]
- confidence_threshold
- :
- 0.75
- -
- name
- :
- feature_request
- keywords
- :
- [
- "wish"
- ,
- "would be nice"
- ,
- "suggest"
- ,
- "feature"
- ]
- confidence_threshold
- :
- 0.7
- -
- name
- :
- cancellation
- keywords
- :
- [
- "cancel"
- ,
- "stop"
- ,
- "end subscription"
- ]
- confidence_threshold
- :
- 0.85
- actions
- :
- -
- route_to
- :
- retention_team
- -
- set_priority
- :
- high
- Integration Workflows
- Slack Integration
- slack_integration
- :
- notifications
- :
- -
- trigger
- :
- new_urgent_ticket
- channel
- :
- "#support-urgent"
- message
- :
- "🚨 New urgent ticket: {{ticket.subject}}"
- -
- trigger
- :
- sla_warning
- channel
- :
- "#support-alerts"
- message
- :
- "⚠️ Ticket #{{ticket.id}} approaching SLA breach"
- -
- trigger
- :
- negative_csat
- channel
- :
- "#support-feedback"
- message
- :
- "📉 Low CSAT received for ticket #{{ticket.id}}"
- JIRA Integration
- jira_integration
- :
- sync_rules
- :
- -
- zendesk_tag
- :
- bug_confirmed
- create_jira
- :
- project
- :
- DEV
- issue_type
- :
- Bug
- priority_map
- :
- urgent
- :
- Highest
- high
- :
- High
- normal
- :
- Medium
- sync_fields
- :
- -
- description
- -
- attachments
- link_back
- :
- true
- Analytics & Reporting
- Key Metrics
- SUPPORT METRICS DASHBOARD
- ═══════════════════════════════════════
- Volume:
- Today's Tickets: 156 (+12% vs avg)
- Open Tickets: 234
- Backlog: 45
- Performance:
- Avg First Reply: 42 min (target: 60 min) ✓
- Avg Resolution: 4.2 hrs (target: 8 hrs) ✓
- One-Touch Resolution: 34%
- Satisfaction:
- CSAT Score: 4.6/5.0 ⭐
- NPS: +45
- Response Quality: 92%
- Agent Performance:
- ┌────────────┬────────┬──────────┬──────┐
- │ Agent │ Solved │ Avg Time │ CSAT │
- ├────────────┼────────┼──────────┼──────┤
- │ Sarah │ 28 │ 3.1 hrs │ 4.8 │
- │ Mike │ 25 │ 3.5 hrs │ 4.7 │
- │ Lisa │ 22 │ 4.0 hrs │ 4.6 │
- └────────────┴────────┴──────────┴──────┘
- Best Practices
- Quick First Response
-
- Acknowledge tickets quickly, even if resolution takes longer
- Use Macros Wisely
-
- Personalize templated responses
- Tag Consistently
-
- Enable better routing and reporting
- Monitor SLAs
-
- Set up alerts before breaches
- Capture Feedback
-
- Send CSAT surveys after resolution
- Regular Training
- Update agents on common issues