Workflow best practices and recipes
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Workflow recipes reference
This article contains a reference list of workflow recipes. For a complete list of resources, see Workflows best prac... -
Sending holiday notifications using triggers
What's my plan? Suite Growth, Professional, Enterprise, or Enterprise Plus Support Professional or E... -
Workflow: Using omnichannel routing to manage calls
What's my plan? Suite Team, Growth, Professional, Enterprise, or Enterprise Plus Support with ... -
Workflow recipe: Automatically closing tickets created by abandoned calls
What's my plan? Suite Team, Growth, Professional, Enterprise, or Enterprise Plus Support Team, Profe... -
Workflow recipe: Displaying ticket age in views
What's my plan? Suite Team, Growth, Professional, Enterprise, or Enterprise Plus Support Team, Profe... -
Workflow: Using skills to route calls to specific agents
What's my plan? Suite Professional, Enterprise, or Enterprise Plus Support with Talk Professional ... -
Workflow: Using skills in omnichannel routing to overflow calls to other agents
What's my plan? Suite Professional, Enterprise, or Enterprise Plus Support with Talk Professi... -
Automatically adding comments and notes to tickets using triggers
What's my plan? Suite Team, Growth, Professional, Enterprise, or Enterprise Plus Support Team, Profe... -
Workflow: Using queues in omnichannel routing to overflow calls to other groups
What's my plan? Suite Professional, Enterprise, or Enterprise Plus Support with Talk Professional o... -
Workflow: Using omnichannel routing queues to handle active and inactive messages differently
What's my plan? Suite Professional, Enterprise, or Enterprise Plus Support with Talk Profes... -
Workflow recipe: Canceling and refunding a Shopify order with auto assist
What's my plan? Add-on Copilot You must have the Copilot add-on to use this feature. Auto assist, ... -
Workflow recipe: Building a product catalog with custom objects for customers to use
What's my plan? Suite Team, Growth, Professional, Enterprise, or Enterprise Plus Support Enterprise ... -
Workflow recipe: Using auto assist to create Jira issues for troubleshooting
What's my plan? Add-on Copilot You must have the Copilot add-on to use this feature. It’s com... -
Recipe: Managing a surge in messaging traffic (messaging routing configuration)
What's my plan? Suite Team, Growth, Professional, Enterprise, or Enterprise Plus Support wit... -
Recipe: Managing a surge in messaging traffic (omnichannel routing configuration)
What's my plan? Suite Team, Growth, Professional, Enterprise, or Enterprise Plus Support wi... -
Recipe: Managing tickets created outside of business hours using the End session action
What's my plan? Suite Growth, Professional, Enterprise, or Enterprise Plus Support Profess... -
Fine Tuning: How to build your ideal workflow
This Fine Tuning is about what to consider when building your workflow, including: Triggers and Automations Business... -
Workflow recipe: Manage outages using SLA policies
What's my plan? Suite Growth, Professional, Enterprise, or Enterprise Plus Support Professional or E... -
Workflow recipe: Deploying an update to a trigger
What's my plan? Suite Enterprise or Enterprise Plus Support with Premium Sandbox add-on ...