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PilotFlow Lite

Automate ticket assignee, tagging and followers using advanced conditional rules.

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About this app

PilotFlow Lite is a lightweight automation app designed to extend Zendesk's native capabilities with more flexible and practical rule-based workflows.

With PilotFlow Lite, Zendesk admins can automatically assign tickets, apply tags, and add followers based on conditions that are not supported by default triggers. This includes rules based on requester email domains, number of open tickets per requester, ticket activity patterns, and more.

The app evaluates rules when a ticket is opened, allowing teams to react immediately and maintain consistent handling without relying on complex trigger setups.

PilotFlow Lite is ideal for teams that need more control over ticket routing and classification, without adding operational complexity.

About FlowPilot

FlowPilot builds simple and practical tools that enhance support workflows without requiring heavy configuration or technical overhead. Our focus is to help support teams operate with more clarity, consistency, and control using lightweight automation.

Data Handling & Privacy

PilotFlow Lite processes limited customer data in order to evaluate automation rules. This may include requester email addresses and ticket metadata such as tags, status, and activity.

Some data may be temporarily processed or stored outside of Zendesk infrastructure strictly for rule evaluation purposes. We do not sell, share, or use customer data for any purpose other than providing the functionality of the app.

We implement reasonable security measures to protect data from unauthorized access.

For more information, please refer to our Privacy Policy: https://fantasy-conifer-b48.notion.site/Privacy-Policy-FlowPilot-33c0fb87e6818014808de02721017a13

Details zur App

Installationsanweisungen

  1. Install the app from the Zendesk Marketplace.

  2. Once installed, open Zendesk and locate PilotFlow Lite in the left navigation bar.

  3. Open the app panel to access the rule configuration interface.

  4. Create your first rule by selecting conditions (such as requester email domain or ticket activity) and defining the corresponding actions (assignee, tags, followers).

  5. Save your rule. Rules will automatically be applied when tickets are opened.

  6. Repeat the process to create additional rules as needed.

No additional configuration, API keys, or external setup is required.

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