Please visit this article for the most up to date version of this tip:
Escalating Your Tickets with Groups
At Zendesk, our customer advocates follow a basic ITIL workflow based on escalation. One of the goals when following ITIL is to streamline the communication channel. To accomplish this, a framework is set up so that if a Level 1 agent is unable to solve a ticket, the ticket can quickly and easily be passed on to advanced support. At Zendesk, we want to keep our resolution time down. This approach allows us to receive all tickets within one central clearinghouse and, when a ticket requires advanced technical knowledge, escalate the tickets to Level 2.
In order to follow an escalation workflow, we use Groups within Zendesk. Groups allow you to organize your agents according to the types of tickets you would like to assign them. At Zendesk we have Groups for Level 1 and Level 2 support (which break down how technical the questions are from our customers); but we also have a Development group (for bugs and other product related issues), Marketing group (for sales opportunities), and others.
Groups can be added and changed easily, so its best to let them adapt as your support grows and evolves.
To add a Group to your Zendesk, simply go to the manage tab in the top navbar and select people. On the next page, select add group from the upper right.
Once you have selected add group you will need to name your Group and select which agents will be members of this Group. With this in place, a group ticket field will automatically appear in your tickets (see below).
To set up tiered support (e.g. Level 1, Level 2, Level 3, etc.), you will want one group (Level 1) to see all the tickets that come in to your support email address (e.g. firstname.lastname@example.org) or through your support portal. To do this, a basic Trigger can be used to assign new tickets to the Level 1 group. (Youll find Triggers under the Manage tab.)
A Level 1 support agent can then review the ticket and either assign it to themselves if they can answer it, or escalate to Level 2. Note that you can escalate a ticket to a Group without assigning it to a specific agent. This allows you to notify the whole Group that a new ticket has been escalated to them, ensuring that every agent is kept alert of the tickets coming in.
To do this in Zendesk, create a Trigger that sends an email to the Group based on these conditions:
To speed things up you can also create a macro for Level 1 agents to use when they need to assign a ticket to Level 2. This will make escalation a one-step process and help you keep your resolution time down. (For more on macros refer to this previous tip of the week: Turn Tickets into Prepared Responses with Macros).
Groups are a simple, but powerful way to keep your help desk organized and your agents focused on the tickets most relevant to them.