Ticket Template usage

We commonly get calls in for very similar issues. When a customer service representative fields such a request I would like to minimize the amount of work they need to perform to minimize the number of errors they can perform and to increase efficiency of my CSRs.

So for example, a customer calls and needs to reset their password. All of that work is done by the CSR on the phone. Now they need to submit a ticket so that we have a record of it being done and the customer gets a CSAT survey. 

However, Ticket Templates don't allow you to set a Form; they require that you select a Form and then apply a Ticket Template. Our organization has dozens of Forms and it's sometimes difficult for our CSRs to remember which Form is for which use case.

Is it possible, using Ticket Templates or some other feature, do what I'm after in a minimum number of clicks? 

Overall, I'm looking for tools to automate multiple steps in to single actions (such as Send a Response Template, apply a Status and add a Notifier all in one action) so if there are resources for setting up such systems that I have missed please let me know.  

Tags ticket-templates ticket-template
Asked by Richard Linscott on Mon 10/21/24 4:27 PM
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Answer (1)

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David Tod Mon 10/21/24 4:34 PM

I think this 2023 presentation addresses your need and scenario very directly - https://solutions.teamdynamix.com/TDClient/1965/Portal/KB/ArticleDet?ID=151965

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Thank you for sharing this.
I don't know if it's a good solution for what we are aiming to do exactly but it did give me some ideas. I'm going to mull it over this evening.
Thank you for your quick and thoughtful response.
- Richard Linscott Mon 10/21/24 4:59 PM