Ticket Automation

VEvelyn · ‎Feb 5, 2025

Hello! Is there is a way we can automate the category designation of a ticket based on what the ticket's source is? That is, can we make it so that ALL tickets that are generated from a particular inbox (source) are automatically labeled as a particular label or category? Thank you in advance for any help/tips/suggestions!

kennedyp · ‎Feb 5, 2025

Hey @VEvelyn! It seems like you could use a workflow to segment tickets by source and then label them. The ticket record source properties would be a great way to segment the tickets through the workflow as well.

I want to invite some subject matter experts to see if they have any suggestions.

Hey @JWingate2, @franksteiner79 do you have any other ideas for labelling tickets based on inbox source?

Best,

Kennedy

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VEvelyn · ‎Feb 7, 2025

Thank you so much for this suggestion! I look forward to hearing from @JWingate2, @franksteiner79 as well😊.

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