Once you have created a few scenario automations, you can use them to complete a series of tasks with a single click. Scenario Automations are available for all agents across your helpdesk and can be used from inside tickets.


Quick guide for automating a scenario:

  • Click on any ticket from the dashboard or the ticket list to see its details.

  • Click on the Scenarios option from the More drop-down menu.

    • The list of all available scenario automations will be displayed to you.

  • Click on the Scenario Automation you wish to execute.

    • The entire set of tasks associated with the automation gets executed and you will be shown a message which says Executed Scenario <scenario-name> View Details.

  • Click on View Details to see the complete list of actions performed as part of the automation.

You can learn more about creating Scenario Automations here.