Skip to content

Commit 4400ac3

Browse files
committed
Adjustments in 'Additional Customization' page
1 parent 26915a7 commit 4400ac3

File tree

2 files changed

+31
-15
lines changed

2 files changed

+31
-15
lines changed

guides/additional-customization.rst

Lines changed: 30 additions & 14 deletions
Original file line numberDiff line numberDiff line change
@@ -7,8 +7,8 @@ be useful.
77
It is recommended to follow the basic configuration of Zammad first, as
88
described in the :doc:`start-with-zammad` section.
99

10-
Automation for Incoming Messages
11-
--------------------------------
10+
Set Up Automation
11+
-----------------
1212

1313
There 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
2020
emails to customers after they contacted you in a new support case. You can even
2121
define in the channel configuration, to which group specific messages should be
2222
dispatched 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

2535
Add 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

3449
Adjust and Add Overviews
3550
------------------------
3651

52+
TODO
3753

3854
Enable 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

4963
Add AI Agents
5064
-------------
5165

66+
TODO.
67+
5268
ADD VIDEO HERE.
5369

5470
Next Steps

guides/start-with-zammad.rst

Lines changed: 1 addition & 1 deletion
Original file line numberDiff line numberDiff line change
@@ -22,7 +22,7 @@ It is all about tickets. A ticket is a central entity which holds all informatio
2222
of a customer request in one place. Such a ticket is created when someone
2323
gets in touch with you by sending a message or manually by support agents when
2424
they receive a call from a customer. A ticket includes every conversation part
25-
as an article.
25+
as an article.
2626

2727
Zammad can be invisible to customers and doesn't require your customers to use
2828
the system at all (but they can, if you allow them to). You just connect a

0 commit comments

Comments
 (0)