{"id":33,"date":"2022-02-17T01:58:48","date_gmt":"2022-02-17T01:58:48","guid":{"rendered":"https:\/\/synclo.com\/help\/?p=33"},"modified":"2022-02-17T01:58:48","modified_gmt":"2022-02-17T01:58:48","slug":"how-to-enable-auto-assignment","status":"publish","type":"help_article","link":"https:\/\/synclo.com\/help\/helpdesk\/automation\/how-to-enable-auto-assignment\/","title":{"rendered":"How to Enable Auto Assignment"},"content":{"rendered":"<p>Auto Assignment automatically assigns new tickets to agents, so your team doesn\u2019t have to manually manage incoming requests. This helps improve response time and keeps your workflow organized.<\/p>\n<p><strong>Before You Begin<\/strong><\/p>\n<ul>\n<li>Ensure your <strong>agents are added to the correct team or queue<\/strong><\/li>\n<li>Make sure agents are <strong>active in the system<\/strong><\/li>\n<li>Decide how tickets should be assigned (for example, evenly or based on rules)<\/li>\n<\/ul>\n<p><strong>Steps<\/strong><\/p>\n<ol>\n<li><strong>Log in to Synclo<\/strong><br \/>\nSign in using your credentials and access your main dashboard.<\/li>\n<li>Navigate to <strong>Ticketing &amp; Helpdesk<\/strong><br \/>\nFrom the left sidebar or main menu, click on <strong>Ticketing &amp; Helpdesk<\/strong> to open the support module.<\/li>\n<li>Go to <strong>Automation<\/strong><br \/>\nInside the module, find and click on <strong>Automation<\/strong>. This section controls how tickets are handled automatically.<\/li>\n<li>Open <strong>Assignment Settings<\/strong><br \/>\nIn the Automation panel, click on <strong>Assignment Settings<\/strong> to manage how tickets are assigned to agents.<\/li>\n<li>Locate <strong>Auto Assignment<\/strong><br \/>\nLook for the <strong>Auto Assignment<\/strong> option. This is usually shown as a toggle or switch.<\/li>\n<li>Turn <strong>Auto Assignment ON<\/strong><br \/>\nClick the toggle to enable it. Once turned on, Synclo will start assigning tickets automatically.<\/li>\n<li>Select the <strong>Team or Agents<\/strong><br \/>\nChoose the team, department, or specific agents who should receive incoming tickets.<br \/>\nMake sure only relevant and active users are selected.<\/li>\n<li>Choose the <strong>Assignment Method<\/strong><br \/>\nIf available, select how tickets should be assigned. For example, you may choose an even distribution method like round robin or another logic based on your workflow.<\/li>\n<li>Review your setup<br \/>\nDouble-check that:<\/p>\n<ul>\n<li>Auto Assignment is enabled<\/li>\n<li>The correct team or agents are selected<\/li>\n<li>No inactive users are included<\/li>\n<\/ul>\n<\/li>\n<li>Click <strong>Save Changes<\/strong><br \/>\nSave your settings to apply the configuration.<\/li>\n<\/ol>\n<p><strong>What Happens Next<\/strong><\/p>\n<ul>\n<li>Every new ticket will be <strong>automatically assigned<\/strong> to an agent<\/li>\n<li>Tickets will no longer stay unassigned in the queue<\/li>\n<li>Your team can respond faster without manual routing<\/li>\n<\/ul>\n<p><strong>Quick Tips<\/strong><\/p>\n<ul>\n<li>Test your setup by creating a sample ticket<\/li>\n<li>Update the assigned team if your support structure changes<\/li>\n<li>Avoid including inactive agents to prevent delays<\/li>\n<\/ul>\n","protected":false},"featured_media":0,"template":"","help_category":[11],"help_tag":[],"class_list":["post-33","help_article","type-help_article","status-publish","hentry","help_category-automation"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to Enable Auto Assignment - Synclo Helpdesk<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/synclo.com\/help\/helpdesk\/automation\/how-to-enable-auto-assignment\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Enable Auto Assignment - Synclo Helpdesk\" \/>\n<meta property=\"og:description\" content=\"Donec metus lorem, vulputate at sapien sit amet, auctor iaculis lorem. 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