How to Set Auto-Close Rules

Auto-Close Rules automatically close tickets after a set period if there is no activity. This helps keep your ticket queue clean and ensures resolved tickets don’t stay open unnecessarily.

Before You Begin

  • Make sure your team is using Resolved status properly
  • Decide how long tickets should stay open before closing
  • Identify any tickets that should be excluded (e.g., high priority)

Steps

  1. Log in to Synclo
    Sign in and open your dashboard.
  2. Go to Ticketing & Helpdesk
    From the sidebar, open the helpdesk module.
  3. Open Automation
    Click on Automation to access ticket rules and workflows.
  4. Click on Auto-Close Rules
    Navigate to the section where closing rules are managed.
  5. Click Create Rule
    Add a new rule to define when tickets should close automatically.
  6. Enter a Rule Name
    Give your rule a clear name (e.g., “Close after 3 days of inactivity”).
  7. Set the Trigger Condition
    Choose when the rule should apply, usually when a ticket status is set to Resolved.
  8. Define the Time Delay
    Select how long the system should wait before closing the ticket
    (for example: 24 hours, 72 hours, or 7 days).
  9. Add Conditions or Exceptions (Optional)
    Set rules such as:
    • Exclude high-priority tickets
    • Apply only to specific teams or categories
  10. Enable the Rule
    Turn the rule ON to activate it.
  11. Click Save Changes
    Save your configuration to apply the auto-close behavior.

What Happens Next

  • Tickets marked as Resolved will automatically move to Closed
  • This happens after the selected time if there is no reply or activity
  • Your ticket queue stays clean and up to date

Quick Tips

  • Start with a longer delay (48–72 hours) to avoid closing too quickly
  • Make sure customers have enough time to respond before closure
  • Review rules regularly to match your support workflow