Within Teamwork Desk, you can
schedule
new tickets and replies to existing
tickets to be sent at a specific point
in
time.
Note: Scheduled
tickets
and replies are available on
Premium subscriptions and
above.
Scheduling a reply on an
existing
ticket
Once you have a response typed
in
the Reply editor on an
existing
ticket, click
the
arrow to the right of
the Send
Message button
at
the
bottom of the editor.
Select Schedule
this reply from the
ticket
options dropdown.
Note: A ticket can only
have one scheduled reply in place at a
time.
Scheduling a new
ticket
When creating a new
ticket or message, you can
schedule it to be created on a
date in
the future.
Once you have filled out the
relevant ticket details in the new
ticket form, click the arrow to
the
right of the Send Message button and select Schedule this
ticket.
Scheduling
options
In the Schedule your
reply modal, you can
choose
the
relevant scheduling details for
the
reply or new ticket.
These options include:
- Time zone - select the time
zone
(city or general time zone
(Central,
Eastern, etc.) based) in which the
recipient
customer is located. The reply
will be
sent at the chosen date and time
in
that
time zone.
- New ticket status - choose
a
ticket
status to be applied to the ticket
when
the scheduled reply is sent.
- Note: This field
is
only visible in the scheduling
modal for replies on existing
tickets. Ticket status for new
scheduled tickets can be set
in
the new ticket
form.
- Date - select a future date
on
which to send the reply.
- Note: Replies can
be
scheduled up to one year in
advance
(based on both date and
time).
- Time - set the time of day
for
the
reply. It will be sent at that
time in
the
chosen time zone.
- The time field is based on the
agent's profile
localization
preferences.
If
set to 12-hour format, you can
toggle
between AM and PM. If set to
24-hour,
you will only see the hours
and
minutes options.
- Internal note - you can
also
add an
internal note to be applied to the
ticket
to give other agents context as to
the
pending response.
At the bottom of the modal, you will
see a summary of when exactly the
reply
will
be delivered. Click Schedule
send to complete the
setup.
Once a ticket or reply has
been scheduled, a banner will be
added
above
the Reply editor
in
the ticket with the
details of the upcoming
reply.
Note: The
date and time details of
the
scheduled reply will
display
in this banner based on
the
time zone of the agent
viewing
the ticket even if a
different
time zone was selected
when
scheduling the
reply.
The pending reply will be
displayed
and
pinned to the top of the Messages tab above any
other
replies, along with another banner
with
the schedule summary.
This banner also includes
options to either edit or cancel
the
scheduled reply. You can also
click
the
three dots in the top right of the
reply
and select Force send
reply to send the
response
immediately.
Note: Options to edit,
cancel or force send a scheduled
reply
are
only available to the reply
creator
and
site administrators.
If an internal note was entered
when
the
scheduled reply was created, this
will
be
shown as an accompanying note at
the
top
of the reply. This note will only
be visible internally to
agents
with
access to the ticket.
For more information,
see: Scheduled
Tickets
Overview