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10 Help Desk Automation Ideas to Improve Productivity

Help Desk Automation Ideas

To provide the best customer service, provide good help desk workflow and automation ideas. Your team will be more organized and get more done, while more of your customers will receive solutions to their issues fast.

In this article, we will review some good help desk automation ideas. We will also discuss the qualities of good help desk workflow automation.

What is help desk automation?

Help desk automation refers to the use of digital tools to perform customer support operations that were manual before. It streamlines the help desk workflow as it automates functions or features in a help desk.

Its main purpose is to provide customers with the best experience and reduce the effort of the support team. As a result, the support team will be more productive.

Advantages of service desk automation ideas

Help desk workflow automation has many benefits for the customer service team of any company. Automating your help desk ensures customers receive the best experience with the least effort put in by your support agents.

Other benefits that service desk automation yields include:

  • Fast response and resolution times
  • Reduced human errors
  • Reduced operation costs
  • Improved customer satisfaction
  • Improved client loyalty

Find more benefits of help desk workflow automation in this blog.

Help desk automation ideas that boost productivity

The right features in your help desk ticketing software ensure that all client issues get responses and are resolved in a timely fashion.

The following are 10 automation ideas to use in your help desk.

1. The ticket routing process

Automated ticket routing refers to the process in which automated help desk software will categorize and tag new incoming tickets and then assign them to agents using a round-robin method.

For instance, all the new support emails automatically convert into tickets in the ticket creation process.

The ticketing system examples in ticket-processing make use of automation ideas such as to:

  • Organize and tag new tickets.
  • Assign tickets in a round-robin method.
  • Route tickets.
  • Prioritize tickets.

Based on the ticket priority or tags, agents can pick and focus on more urgent customer issues or tasks first. This improves their productivity.

2. Closing expired and long-pending tickets

Sometimes, agents can ask their clients to provide more information that can help them resolve their tickets faster. When the client fails to respond within a set target time and the ticket remains in a pending status for too long, the ticket can be set to auto-close.

This auto-closure happens based on time-trigger rules. If the client responds after the ticket is closed, the ticket will automatically reopen.

In addition, if an agent resolves an issue and the ticket remains in a solved status for more than a set time period, it will be auto-closed.

This auto-closure reduces the task list clutter and saves agents time used in manually reviewing and closing the tasks.

3. Sending CSAT surveys to ask for feedback

Collecting data for key customer experience metrics like customer satisfaction score and net promoter score will help your customer service team improve and grow its impact.

A significant 77% of customers tend to view brands that actively seek and accept their feedback more positively. Thus, ideally, after an issue is resolved and the ticket is closed, an automated customer satisfaction survey should be sent to the client.

This CSAT survey aims to collect the view of the client on the quality of either their interaction with the support team or the products or services they purchased.

CSAT surveys can be set to send automatically as survey links via email after every response or after the ticket is resolved.

Customer satisfaction survey
Automated email customer satisfaction survey

This feedback from clients will help you:

  • Determine how your agents perform.
  • Gauge the overall customer experience
  • Identify areas that you need to improve.

Discover other benefits of tracking customer satisfaction with a help desk in our blog.

4. Evaluating the team productivity levels

Support leads need to monitor and evaluate how agents perform. The manual collection of the data sets can be tedious.

With the right help desk software, they can automate some of the processes to make the reports faster.

Support leads can automate the collection of data and have reports created from it every month or week. For example, they can analyze metrics like:

  • The number of tickets logged by agents
  • Billable and nonbillable time
  • Feedback scores
Agent performance dashboard in BoldDesk
Automatic team performance evaluation in BoldDesk

5. Self-service options

Offering self-help options is a good strategy for companies to retain and satisfy clients. To enhance user experience, consider automating your self-help tools.

For instance, you can automate a knowledge base and use it as a self-service tool in your help desk. An interactive knowledge base serves as a central source of information for both agents and clients.

It can use automation tools such as auto-search and auto-suggest features. In an instant, they provide all search results and options relevant to the specific keywords the users typed.

Some ideas to improve your knowledge base automation are:

  • Optimize keywords to help instant search and auto-suggest functions
  • Add tags to articles
Knowledge base auto suggest function in help desk automation
Knowledge base auto-suggest function

6. Automated alerts and notifications

Automated alerts and notifications for agents and clients ensure prompt responses and resolution of issues.

With help desk automation, agents receive alerts when clients respond to their requests for more information.

These alerts and notifications enable agents to resolve or respond to clients fast and in real-time.

Support leads can also receive alerts on negative feedback from clients. They can then take the necessary steps to improve the areas of concern.

For instance, they can train their agents to perform better or alert product teams to fix features that receive complaints.

7. Escalate late tickets

If an agent fails to respond to a ticket within the set response or resolution target time, the SLA will be breached.

As a result, an automated escalation alert can be triggered and sent instantly after the due date passes.

The support lead can choose to reassign the task to another agent or ask the originally assigned agent to prioritize the late issue.

These escalation alerts ensure no tickets are left unsolved and no client is left to become irate at the wait time.

8. Automate the customer follow-ups

Customers can get automated, regular updates on the progress of their tickets after a set period of time. These automated updates are sent based on specified time-trigger automation rules. Any changes made to the status of tickets can also trigger an update to be sent to the client to notify them of it, too.

These regular updates boost the confidence of the clients in the company and its brand. They enhance customer satisfaction and increase the chances they will leave positive feedback.

9. Enhance the help desk through integrations

Companies can integrate their service desk with other favorite tools and third-party apps, after which the service desk’s automation features should work seamlessly.

When companies integrate external tools, it makes their work more efficient. For instance, apps like Jira, Microsoft Teams, Zapier, and Salesforce can be integrated.

Software integration is one of the key help desk automation ideas
Software integration

All these added tools help agents do key tasks in a central place. As a result, they help to make the workflow simpler and reduce data clutter.

10. Automated service level agreement (SLA) reminders

In addition to support leads being notified when a ticket passes its SLA-mandated due date, agents can receive automated, SLA-based reminders before the ticket’s due date.

These SLA reminders can be sent for the following SLA metric targets:

  • First response
  • Next response
  • Resolution

These automated reminders aim to:

  • Speed up the customer support process
  • Keep clients in the loop and calm
  • Keep agents on track
  • Ensure tickets with lower priority are not pushed to the back of a queue for too long.

Qualities of a good help desk workflow automation

An automated help desk workflow requires key qualities in order to be effective and ensure the clients are satisfied.

Simple and easy-to-use interface

The help desk automation tools used in a ticketing system workflow need to be user-friendly. For instance, new support emails from clients should automatically convert to tickets with no effort.

Clients and support agents should also be able to track ticket statuses using automated alerts set up with just a couple of clicks.

Agents should be able to resolve repetitive ticket issues with ease. With automated self-service tools like the knowledge base, relevant information becomes easy to access, copy, and paste.

Reliable and secure service desk automation features

Automated help desk features should always have a high level of security. For instance, suspended and spam emails should not convert into tickets during ticket processing.

The ticketing system should automatically block the emails suspected to be harmful. Agents will have to evaluate them first and decide whether to create a ticket or not.

This security feature helps to protect the information of clients and the systems of a company.

Customizable features

You should have the option to customize your help desk’s automation. One example of automation you can customize is ticket processing.

Even though ticket distribution is through a round-robin ticket assignment process, you can set your system up to tag tickets from priority customers or with certain keywords.

Tickets with certain tags will be assigned only to certain agents. This allows ticket assignment to the right agents for fast resolution.

Challenges in implementing help desk automation

Service desk automation provides considerable benefits, but organizations must tackle certain obstacles to guarantee successful implementation.

One essential aspect is striking the right balance between automated processes and human engagement. Although automation enhances productivity, personalized and empathetic customer support remains vital.

In addition, it is crucial to engage experts in implementing help desk automation, considering that 88% of automation initiatives report technical complications.

Harmoniously incorporating automation into current systems, safeguarding data security, and managing customer expectations are significant challenges that demand careful planning.


Using these automation ideas in a help desk can improve your customer service. Clients will have a good experience, and agents will be more productive. It is key to use help desk automation with the right qualities for the best customer service.

Check out BoldDesk, which uses workflow automation that enhances the customer experience. Get in touch with us to set up a 30-minute live demo to see how it can revolutionize your customer service. Or, sign up for a 15-day free trial today.

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Esther Omuhatia Khachina
Esther Omuhatia Khachina
Khachina is a technical writer for the Syncfusion's BoldDesk software, having a keen interest in creating exceptional software documentation for all Syncfusion product users. To guarantee that all end-users benefit, she employs her expertise in research, writing, reviewing, and editing technical documents.

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