Sorry, no content related to "33" was found

Please try to change other keywords or reach out to us via the help button

How to set up Automation to support customers in selecting a specific team?
How to set up Automation to support customers in selecting a specific team?

To support assignments to different teams based on message keywords, we can combine building workflow and automation rules to support customers in selecting a specific team.

As a result, when customers start a conversation and ask for a specific team, the ticket will be assigned to the team automatically, which will effectively optimize the workflow of your different teams to handle with different customer issues.


Please kindly check the following steps to set up your automation:

Step 1: Choose a workflow template and click a delete icon to remove block & children.


Step 2: Click "+" and "Message content"


Step 3: Click the block and edit the text in the setting window at the right side of the page, and click "Save" when you are done.


Step 4: You can edit the workflow name and then make sure you click "Create Flow" to save the settings.


Step 5: Add rules to achieve when incoming messages is "Team *", then assign to team "Team *". Please make sure to click "Save change".



With all the settings done, it will work automatically to assign tickets to a specific team as long as your customers choose one. Please contact us if you have any questions, thank you!

Did this answer your questions?

Thank you for your feedback

How to allow customers to choose a team or a teammate to take care of their concerns?
How to set auto-assignment team rules?
How to Setup Workflow bot In Willdesk?
After-sales Order Flows instructions
How to build a workflow to customize a pre-chat survey?
How to set up automatic replies according to message keywords?
How to set an automation rule to identify refunds?
How to close tickets automatically?
How to use Automation rule to manage spam in Willdesk?
How to Set Up an Email Auto-Reply Rule in Willdesk?
What are the different types of abandoned cart triggers in Willdesk and how do they work?