Workflow: How to automatically route tickets from a specific customer to a specific agent

In this workflow, you'll learn how to use tags and triggers to automatically route tickets from specific end users to a specific agent. A user with administrator permissions can complete this workflow.

The workflow includes the steps below:

• Step 1: Create a user tag
• Step 2: Create a trigger

Step 1: Create a user tag

Tag the user whose tickets need to be auto-assigned with a unique tag in their profile. You can find the end user on the Customers page in Support.

Step 2: Create a trigger

To create the trigger

1. Create a new trigger.
2. Under Meet ALL of the following conditions, add these conditions:
   
   • Ticket > Ticket | Is | Created
   • Ticket > Tags | Contains at least one of the following | enter the user tag
3. Under Actions, add:
   • Ticket > Assignee | select the user
4. Click Create trigger