How to close tickets automatically?

How to close tickets automatically?

Using Supervisor rules, you can have Zoho Desk close tickets automatically after a certain period or when their status is changed. This means your agents won't have to lift a finger to remove old tickets out of their queue. It is particularly useful if you choose to close solved tickets after a certain number of days or have tickets waiting indefinitely for customer response or receive automated emails that create unwanted tickets in your help desk.

Now, let's have a look at the steps for creating a new Supervisor rule to auto-close tickets:
  1. Click the Setup icon (  ) in the top bar.
  2. In the Setup Landing page, click Supervise under Automation.
  3. In the Supervisor Rules List page, select the Department from the drop-down menu.
  4. Click Create Rule in the upper right area.
  5. In the New Time-based Rule page:
    1. Enter a name for the rule and specify whether the elapsed time should be measured in business or calendar hours.
    2. Click Next.
  6. In the Criteria section:
    1. In the first field, select Status.
    2. In the Condition field, select is OPEN.
    3. The Value field gets auto-filled with all statuses in the open state.
    4. Click the plus sign below the condition statement to add an AND condition.
    5. In the first field, select Hours since requester responded.
    6. In the Condition field, select is greater than.
    7. In the Value field, enter the time period when the ticket should be closed, say, 48.
    8. Click Next.
  7. In the Actions section:
    1. Click the plus sign (  ) and select New corresponding to Field Updates.
    2. In the following window, enter a name and description for the assignment value.
    3. Select Status as the field to be updated and select Closed as its value.
    4. Click Save.
  8. Click Save again, to save your new rule.
This rule will check for the status of the ticket and also check for how long it has been since the customer has responded and set its status to Closed.

Tips:
  1. Use the condition - hours since ON HOLD to close tickets that have been waiting on 3rd parties for an extended time.
  2. Specify additional criteria to limit the scope of the rule to attributes such as subject, email, contact name, etc.
  3. Send customers a notification email when either the inactivity or closure threshold has been met.
    • Related Articles

    • Creating Time-based Automations

      Time-based rules are similar to Workflow rules for the reason that both define actions that will trigger alerts, create tasks and update fields in Zoho Desk. However, time-based rules are triggered when a timed event occurs, and not immediately after ...
    • Setting up Skill-based Ticket Routing to Agents

      Skill-based ticket routing is an advanced routing strategy that routes tickets to customer support agents who are best qualified to reply to the incoming tickets. It works by matching the skills required to answer a ticket with those assigned to the ...
    • Ticket Status Dashboard

      The Ticket Status Dashboard is designed to provide an easy to understand view into the status of all tickets received in your help desk. It displays the number of tickets under each status and states, the average amount of time a ticket stays in ...
    • Using Automations for Happiness Ratings

      Typically, happiness rating is a placeholder [${Cases.Customer Happiness Rating}] that contains the rating question and the answer links. The placeholder, when inserted into an email template, can be sent to your customers using the automation rules ...
    • Setting up Time Tracking

      Time management is essential, more so in the context of delivering quality customer service to your end users. When a ticket is received, the customer in question would want it to get resolved at the earliest time possible. Similarly, as a support ...