@@ -7,8 +7,8 @@ be useful.
77It is recommended to follow the basic configuration of Zammad first, as
88described in the :doc: `start-with-zammad ` section.
99
10- Automation for Incoming Messages
11- --------------------------------
10+ Set Up Automation
11+ -----------------
1212
1313There are different ways in Zammad how to automate things. Namely
1414:doc: `triggers </manage/trigger >`, :doc: `schedulers </manage/scheduler >` and
@@ -20,35 +20,51 @@ By default, there is already one active trigger which sends out auto-reply
2020emails to customers after they contacted you in a new support case. You can even
2121define in the channel configuration, to which group specific messages should be
2222dispatched to and what attributes you want to set for those tickets. You can
23- find it in the **Filter ** tab in the email based channels.
23+ find it in the :doc: `Filter </channels/email/filters >` tab in the email based
24+ channels.
25+
26+ The following video shows three examples:
27+
28+ - An automatic deletion of old tickets and customers via scheduler
29+ - An email rule (postmaster filter) for a specific customer
30+ - A trigger to increase priority for tickets when a specific organization member
31+ is involved.
32+
33+ ADD VIDEO HERE (created).
2434
2535Add Text Modules
2636----------------
2737
28- Text modules/templates are a nice time saver for your agents. In case they
29- answer similar questions over and over again and/or you want to unify their
30- answers, add text modules for that. Your agents can then fetch a text by
31- typing :kbd: `@ ` :kbd: `@ ` in the editor, followed by the name or content of the
32- text module.
38+ :doc: `Text modules </manage/text-modules >` are a nice time saver for your agents.
39+ In case they answer similar questions over and over again and/or you want to
40+ unify their answers, add text modules for that. Your agents can then fetch a
41+ text by typing :kbd: `: ` :kbd: `: ` in the editor, followed by the name or content
42+ of the text module. You can even use variables to automatically include ticket-
43+ or customer specific text like ticket title or customer name. Just type
44+ :kbd: `: ` :kbd: `: ` in the text module content editor to search for available
45+ variables.
46+
47+ ADD VIDEO HERE (created).
3348
3449Adjust and Add Overviews
3550------------------------
3651
52+ TODO
3753
3854Enable Checklist Feature
3955------------------------
4056
41- For a quick start, watch the video about enabling the checklist feature and
42- adding a default checklist.
43-
44- ADD VIDEO HERE.
45-
46- And here is an explanation in text form.
57+ Zammad's :doc: `checklist feature </manage/checklist >` allows you to keept track
58+ of certain tasks in a ticket. The feature allows you to create checklist
59+ templates and link to other tickets as checklist item too.
4760
61+ ADD VIDEO HERE (created).
4862
4963Add AI Agents
5064-------------
5165
66+ TODO.
67+
5268ADD VIDEO HERE.
5369
5470Next Steps
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