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May 28, 2009
Accepted

Round Robin assignment

Related products:Support
  • May 28, 2009
  • 160 replies
  • 505 views
It would be nice to be able to setup an Automation or a Trigger that \*automatically\* assigned new / unassigned / or tickets in a praticular group to an agent using a Round Robin algorithm.  We currently use an APEX app in SalesForce that does this.  I am using the Zendesk suggestion of a "First Line" group where an agent can then assign those tickets to another agent.  \*But\*, our other help desk operators are greatly suspicious of any human that tragically chooses to play that "assigner" role and inevitably plot their demise. If this type of automation is possible using the exiting features, please do share.  :-)

    160 replies

    June 1, 2009

    I've seen this used in workflow solutions where workload balancing needs to be managed. Typically, a count of how many active 'items' each member has is used to determine who to allocate next.

    I'd imagine that the rules engine could be readily used as a component to implement such functionality and provide further sophistication to target the most suitable agents based on skill sets. 

    Here's a link to an interesting method to manually help decide on allocation from Chris Busse (as spotted by Justin Flitter Zendesk Evangelists

    on http://www.linkedin.com/groups?gid=113452)

    http://www.chrisbusse.com/blog/tabid/55/articleType/ArticleView/articleId/39/How-to-create-a-custom-Backlog-by-Person-report-for-Zendesk.aspx

    Chris is able to use trend reporting to get a visual sense of loading between agents. This includes uneven loading that reflects real world business scenarios.

    David's point about the issues around push or pull allocation show that despite technology, the human phycology side plays a significant part.

    David43Author
    June 1, 2009

    Thanks for the advice and links Graham!  You're right, ticket assigment is often done in more sophisticated ways in many help desk environmnets.  And Chris' article is very interesting and shows a nice approach to a "fair" assignment algorithm, especially for a larger or back-logged help desk.  But, I would actually be satisfied with something a little simpler (at least in version1) with my key interest, as you know, being that the *assignment* task take place automatically in some way (no human involved).

    Thanks for the tips!

    Employee
    January 11, 2010

    Hey Guys,

    This sounds like a great idea. There's potentially a few problems we would need to figure out solutions to (some upcoming feature and underlying processes not visible to yourselves, as well as general workflow) but ultimately it's a good idea.

    No promises on whether I can get back to you, but I'll be passing this to Development for further discussion.

    Jake Holman
    Zendesk Support

    May 11, 2010

    Totally agree that some sort of auto-distribution to support agents is a very important feature - otherwise our 10 or so support agents can easily cross-post each other when new issues come in. We're currently using TenderApp, but considering switching to Zendesk. Was hoping to find that feature, may not make the switch until you have it.

    June 23, 2010

    We're currently using a program that automatically assigns approximately 10 emails from the queue to individual agents. This works really well for us, a team of 15+ agents.

    We are in a Zendesk trial period right now and this is a bit of a problem. I'd rather not have someone spend time assigning out emails to different agents. Any other suggestions or workarounds for this issue? 

    September 16, 2010

    @jake is there any update on the round robin functionality? Currently evaluating Zendesk but the lack of round robin and SMS notification is really working against it.

    October 7, 2010

    Hi Guys, came across the need for this feature too. I'm glad I'm not the only one that needed it! Hope it can be in place soon

    January 17, 2011

    Even if we can get the capability of updating triggers and automation through the rest API we can implement our own solution. Right now the REST API is very primitive and does not allow updating anything other than the tickets.

    Employee
    January 17, 2011

    @Hatim: Primitive? Not sure I can agree when you're able to also action on Users, Organizations, Groups, Attachments, Users, Tags, Forums (and their Topics) and now even Ticket Fields and Macros now.

    @Nakkiran (and others!): There's no update on the functionality at the moment. There's a few other key things that need implementing before this, otherwise it would make everything far more complex than it needs to be. Those are close to completion, so we'll review again soon.

    January 17, 2011

    Though the list of items you currently cover seems long without automation, trigger and report update capability in the Rest api it seems quite incomplete there is no way to implement the missing scenario like routing of tickets, changing escalation paths etc..