The Workflow Library

Library / Tickets and SLA / tickets-sla-011

Ticket source-based routing (chat vs email vs form)

Tickets and SLATicketService Hub ProfessionalIntermediate~25 min to buildFull spec

Outcome. Tickets route to a pool sized and skilled for their originating channel, so a chat conversation expecting a fast reply does not sit behind a backlog of async email tickets.

Workflow map Enrollment, branches and actions at a glance tickets-sla-011
flowchart TD
    A[Ticket created, source known] --> B{Ticket source value?}
    B -->|Chat| C[Rotate to Chat pool, priority Medium]
    B -->|Email| D[Rotate to Email pool]
    B -->|Form| E[Rotate to Forms pool]
    B -->|Phone/API/other| F[Rotate to General pool]
    C --> G[Set routed date]
    D --> G
    E --> G
    F --> G
action or delay branch public on every spec, paid or not

When to use it, when not to

  • UseUse it when different channels need different response speed or skill, for example live chat expects a near-immediate reply while email tickets can queue.
  • UseUse it as one input among several if product or category also matters; see Variants for combining signals.
  • SkipDo not use it as your only routing signal if it leaves a channel's pool without the skill to handle what actually came in; pair it with product or category routing where needed.
  • SkipDo not use it if every channel already feeds the same pool with the same expectations; there is nothing to differentiate.
The preview ends here. Six sections are in the library. counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.3 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.4 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.7 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.4 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.3 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build.PDF, Markdown, JSON
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
Unlock the full library, 149 EUR

or the tickets and sla pack, 39 EUR

One-time, excl. VAT. 30-day refund, no questions asked. Founding prices until 31 October, then 199 and 59 EUR. Includes every spec added later, up to the full 500, and the one-click installer on the full library. Building on client portals? The agency licence at 449 EUR covers unlimited client portals.