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Automation

Customer support automation that reads like a sentence

“When a ticket is created, if the message mentions a refund, tag it and raise the priority.” That is a Hushdesk rule, written the way you would say it. Add SLAs that count only your business hours and round robin that shares tickets fairly, and the sorting, routing and chasing happen without anyone thinking about them.

Frosted-glass cogs and an hourglass beside envelopes flowing along a glowing path: tickets moving through rules and timers

Rule recipes

Six helpdesk automation rules to copy

Each recipe below uses only the triggers, conditions and actions the rule builder has today, and five of them are built-in templates you can start from in one click. Before you switch one on, the builder runs it against your last 200 tickets and shows which would have matched. Nothing changes during that test, so tune the words until the list looks right.

01

Tag refund requests

Template
WhenA ticket is createdorThe customer replies
IfCustomer messagecontains“refund”
ThenAdd tag: refund

Refund questions get their own view and their own report line from the first message, before anyone reads them.

02

Prioritise urgent words

Template
WhenA ticket is createdorThe customer replies
IfCustomer messagecontains“urgent”, “asap” or “complaint”
ThenSet priority: High

The customer who says it is urgent rises to the top of the list, and a High priority can carry a tighter SLA.

03

Auto-assign new tickets

Template
WhenA ticket is created
IfAssigneeis empty
ThenAssign round robin in team: Support

Nobody has to deal out the morning’s tickets by hand, and nobody ends up with all the hard ones.

04

Close after no reply

Template
WhenTime passes96 hours afterthe agent’s last reply
IfStatusisWaiting on customer
ThenSet status: Closed

Answered tickets stop cluttering the inbox. A customer who writes back later simply reopens the conversation.

05

Merge follow-ups

Template
WhenA ticket is created
Ifany ticket
ThenMerge into the customer’s open ticket from the last 24 hours

The “just checking you got my email” message joins the first one instead of becoming a second ticket for someone else.

06

Flag reopened tickets

WhenThe customer replies
Ifthe reply reopened a closed ticket
ThenSet priority: HighAdd internal note: “Reopened, read the last reply first”

A ticket that comes back is a ticket that was not really solved. This puts it first, with a note for whoever picks it up.

Under the hood

How the rules engine decides what to do

Automation is only useful if you can predict it. These are the rules about rules.

  1. Top to bottom

    Rules run in the order you set on the Rules page; drag one up to make it run earlier. Each rule sees the ticket as the previous rule left it.

  2. No chain reactions

    A rule’s actions never start another rule. A tag added by rule 3 cannot set off rule 7, so nothing loops.

  3. All or any

    Combine up to 20 conditions and choose whether all of them or any of them must be true.

  4. Time rules fire once

    A “time passes” rule fires once for each moment it measures from, such as the agent’s last reply, never again for the same one.

  5. Every firing is written down

    When a rule acts on a ticket, a line on the ticket says which rule did what.

  6. Test before you trust

    The dry run checks your last 200 tickets and changes nothing.

SLAs

SLA management that respects your business hours

An SLA is the promise you make about speed: a first reply within so many hours, a resolution within so many more. Hushdesk keeps that promise visible on every open ticket and only counts the hours you are actually working.

A worked example: Friday afternoon to Monday morning

Your hours are Monday to Friday, 09:00 to 17:00, and your first-reply target is 4 business hours. A ticket arrives on Friday at 16:00. One hour counts before closing; the weekend counts for nothing; the remaining three hours run on Monday morning. The reply is due Monday at 12:00, not Friday at 20:00.

Fri
Arrives 16:00
Sat
closed, not counted
Sun
closed, not counted
Mon
Reply due 12:00
00:0009:0017:0024:00
Business hours, Mon–Fri 09:00–17:00 Time that counts toward a 4-hour target

Your hours, your holidays

Set opening hours per weekday and a time zone in Settings, Business hours, and add holiday dates; holidays skip the whole day. A policy can also run 24/7 instead, which suits live chat.

The right target for each ticket

A policy can apply to a tag, a queue, a channel or a minimum priority. When several match, the most specific wins: tag, then queue, then channel, then priority.

A clock you can read

Open tickets show a countdown in the list and the ticket header: grey while there is time, amber in the last hour, red when late. Tickets waiting on the customer or snoozed show no clock.

How often you hit your targets is one of the ten reports in Analytics, on every plan.

Fair assignment

Round-robin ticket assignment, explained

  1. 1

    Who can receive a ticket

    Active teammates in the team named by the rule, who are set to Available. Away, Offline and read-only viewers are skipped.

  2. 2

    Who gets it

    The one with the fewest open tickets. Waiting-on-customer tickets count too, because they come back. A tie goes alphabetically, so it is predictable.

  3. 3

    When someone is full

    Turn on the open-ticket limit in Workflows, Ticket assignment. Anyone at the limit is skipped until they close something. Handing a ticket over by hand is never limited.

  4. 4

    When nobody is free

    The ticket stays unassigned, and the ticket’s log says why, instead of landing on someone who is away.

Round robin is a rule action, so you choose when it runs: on every new ticket, only on email, only for one queue. The shared inbox shows each person what is theirs, and seats are unlimited on every plan, so adding a teammate to the rotation costs nothing extra. See pricing.

Glossary

Support automation terms, in plain words

Rule
An instruction in three parts, When, If and Then, that Hushdesk runs on its own for every ticket that fits.
Trigger
The When: a ticket is created, the customer replies, an agent replies, or a set time passes.
Condition
The If: something about the ticket that must be true, such as “the customer message contains refund”.
Action
The Then: what the rule does, such as add a tag, set a priority, assign, snooze or reply with a macro.
Dry run
Testing a rule against your last 200 tickets to see what it would match, without changing anything.
SLA
Service level agreement: your own target for how fast tickets get a first reply and a resolution.
First response time
The time from a ticket arriving to the first reply from your team.
Resolution time
The time from a ticket arriving to it being closed.
Business hours
The opening hours, time zone and holidays SLA timers count in; time outside them is skipped.
Round robin
Sharing new tickets across a team in turn; in Hushdesk, to the Available person with the fewest open tickets.
Open-ticket limit
The most open and waiting tickets one person can hold before round robin skips them.
Snooze
Hiding a ticket until a set time; it comes back on its own, and carries no SLA clock while it sleeps.

Automation pairs well with the order side of support: rules can tag and route a where-is-my-order ticket, and the Shopify integration puts the order beside it so the answer is quick. For the full picture, read how Hushdesk works

FAQ

Customer support automation: questions and answers

What is customer support automation?

Customer support automation is software that does repeatable helpdesk work by itself, such as tagging, routing, prioritising and closing tickets. In Hushdesk it has three parts: rules written as When, If and Then; SLAs that count business hours; and round-robin assignment that shares new tickets fairly.

What is an SLA in customer support?

An SLA, or service level agreement, is a promise about how quickly your team replies to and resolves tickets, such as a first reply within four business hours. Hushdesk tracks first-reply and resolution targets on every open ticket and shows a countdown in the inbox.

How do business hours affect SLA timers?

SLA timers count only the hours your team is open. In Hushdesk you set opening hours for each weekday, a time zone and holiday dates; time outside those hours, and whole holidays, is skipped. A policy can also run around the clock instead, which suits live chat.

What is round-robin ticket assignment?

Round robin is a way of sharing new tickets across a team in turn. Hushdesk gives each new ticket to the Available teammate with the fewest open tickets, breaks ties alphabetically, and skips anyone who is Away, Offline or already at their open-ticket limit.

How do I test an automation rule before turning it on?

Build the rule and read the “Test against recent tickets” panel beside it. Hushdesk checks the rule against your last 200 tickets and lists the ones that would match right now. Nothing is changed during the test, so you can adjust the wording until the matches look right.

Can automation rules trigger other rules?

No. A rule’s actions never start another rule, on purpose, so a tag added by one rule cannot set off a chain nobody planned. Rules run from top to bottom in the order you set, and each one reacts only to real events: a new ticket, a reply, or time passing.

How do I automatically close tickets with no reply?

Use the “Close after no reply” rule template. When 96 hours have passed since the agent’s last reply and the ticket is still waiting on the customer, the rule sets it to Closed and records the reason as no reply. You can change the number of hours before saving.

Do SLA clocks run while a ticket is waiting on the customer?

No clock is shown while a ticket waits on the customer or is snoozed; only open tickets carry one. The target is still measured from when the ticket was created, so a ticket that comes back close to its deadline shows that straight away in amber or red.

What can a Hushdesk automation rule check?

A rule can check the status, channel, priority, tags, subject, the newest customer message, the customer’s email, the assignee, team, queue, intent, whether a reply reopened a closed ticket, and your own ticket fields. Combine up to 20 conditions and require all of them or any of them.

What actions can an automation rule take?

A rule can add or remove tags, set the status, priority or a ticket field, assign an agent, a team or the next person by round robin, move the ticket to a queue, snooze it, add an internal note, reply with a macro, or merge it into the customer’s recent open ticket.

Can I limit how many tickets each agent is assigned?

Yes. In Workflows, Ticket assignment, turn on the open-ticket limit and choose a number. Round robin then skips anyone who already owns that many open or waiting-on-customer tickets. Assigning a ticket by hand is never limited, so a lead can still hand over urgent work.

Can I set different SLA targets for different tickets?

Yes. Each SLA policy can apply to a tag, a queue, a channel or a minimum priority, with its own first-reply and resolution targets. When several match, the most specific wins: a tag beats a queue, a queue beats a channel, and a channel beats priority.

Let the busywork run itself

Start from a template rule on the Free plan and test it on your own tickets first. Unlimited seats, no card needed.