Ticket routing rules and automation

Automatically triage incoming tickets with routing rules that set priority and assign the right agent — no manual sorting required.

Stop manually sorting your queue. DeskHelp can now triage incoming tickets for you with routing rules.

Rule builder

Create simple "when this, do that" rules in a few clicks:

  • Match on subject keywords, customer, or priority
  • Automatically set a status or priority
  • Assign the ticket to a specific teammate

Smart assignment

Distribute work fairly across your team:

  • Round-robin assignment to available agents
  • Skip agents who are out of office
  • Keep follow-ups with the agent who handled the original ticket

Templates

Get started fast with pre-built rules:

  • Escalate anything marked urgent to a senior agent
  • Route billing questions to the finance team
  • Auto-close tickets that have been resolved for 7 days

Routing rules are available on Pro and Enterprise plans.