SAC 360º Automation - Transferring Case

It is possible to transfer multiple tickets to another user via automation quickly and easily.

To create and run this automation follow the steps below:

1. Create an Automation:

• Go to SAC 360º via “Find Services”. Or simply type the name, and the feature appears.

• Go to the “Automations” feature and then click “+ New Automation”;

List View

Kanban View

2. Configure and Save

• Enter a Title: Give the automation a descriptive name.

• Set up a Trigger: Choose a trigger of your preference (in the example, “Time of day is” was used).

• Set the Condition: Choose the condition “the ticket assignee is”.

• Choose the Action: Transfer to Support

• Configure the Action.

• Describe exactly what the action will do.

• Save the Automation: After configuring, save the automation.

Here there are many possible choices regarding users and departments; do it according to your strategy

3. Run the Automation:

• Start the Automation: Press “play” to begin execution.

Done! Your automation is configured and running.