Auto assign tickets based on profiles

Hi,

Within a profile we have different contacts. When we are helping a customer with an issue, often multiple contacts of one profile ( company ) contact us. 

We would like to request a new ticket/profile setting. When you're helping a customer, I want enable a setting that forces that all new incoming messages and calls from the same profile are automatically assigned to me. So for example profile x has contact p1 & p2. If I'm in contact with p1 and enable this setting, when p2 calls us it is automatically forwarded to me. All other tickets created by p1 & p2 are assigned to me until I disable this setting.

Thanks in advance!

Kind regards,

Jeroen 

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  • Hi Jeroen ! Thanks for sharing this great idea - it is currently not possible yet to automate this but you can already view all of these contact moments if you open the Profile or if you go to the Profile contact moments in the right side bar. We'll keep you posted on relevant developments on this feedback!

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