Let Your Helpdesk Agent Sort Tickets and Draft Replies
Ask your helpdesk agent which conversation to answer first, have it draft a reply to a chat, and put the draft in your reply box to check and send yourself
Your helpdesk agent reads your tickets and chats for you. Ask it what needs an answer first, and have it write a first draft of a reply. It never sends anything on its own: a draft goes into your reply box only when you click, and you send it.This guide asks Northwind’s helpdesk agent, Avery, what to answer first, then has it draft a reply to Riley Sample’s chat about a torn bag of coffee.
Click Helpdesk in the left rail. The agent’s panel is on the right of the Overview. Click a suggestion, or type your own question in the box at the bottom.
Northwind's helpdesk agent
2
Read its answer
Ask in your own words, such as “Which open ticket should I reply to first?”. The agent reads your open tickets and chats and says which to take first and why, including any that have passed their response time targets.
Click Inbox at the top of Helpdesk and click the conversation. Then open the Assistant tab on the right. The line at the bottom names the chat it will answer.
The Assistant tab in a chat
2
Click Draft reply
The agent reads the whole conversation and checks your saved guidance, then writes a reply in a Draft reply box. Below it, it says anything you should know before sending. Drafting can take a few minutes.
The draft, and Insert into reply
Here Northwind has no written policy for damaged orders, so the draft promises nothing and asks for what the team needs.
3
Insert it and send
Click Insert into reply. Only the draft goes into the reply box under the conversation. Read it, change anything you like, then click Send.
The draft in the reply box
Northwind didn’t send this draft: Riley Sample is a test chat.
Draft with assistant, under the reply box, starts the same draft in the Assistant tab.
Nothing is sent for you. The agent only writes drafts. You decide what goes to the customer.
Help articles give it something to go on. When you write down how you handle damaged orders, refunds and the like, the agent can follow it instead of leaving the decision to you: Write a Help Article. For answers you type often, see Save Replies You Send Often.
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Only the draft goes into the reply box under the conversation. Read it, change anything you like, then click `,_jsx(_components.strong,{children:`Send`}),`.`]}),_jsx(Frame,{caption:`The draft in the reply box`,children:_jsx(OptimizedImage,{src:`https://mintcdn.com/locusdigital/yJOGaDgGJaUpZpuu/images/how-tos/helpdesk/ha-06-inserted-closeup.webp?fit=max\u0026auto=format\u0026n=yJOGaDgGJaUpZpuu\u0026q=85\u0026s=d5346b5f83d08b553c95350ced8a54e0`,alt:`Reply box, with the draft outlined: I'm sorry your Ethiopia Yirgacheffe arrived with a torn bag and spilled beans. If you can, please share your order number and a photo of the damaged bag. Our team will review the details and follow up about your replacement request. 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You decide what goes to the customer.`]}),`\n`,_jsxs(_components.li,{children:[_jsx(_components.strong,{children:`Help articles give it something to go on.`}),` When you write down how you handle damaged orders, refunds and the like, the agent can follow it instead of leaving the decision to you: `,_jsx(_components.a,{href:`/how-tos/helpdesk/write-a-help-article`,children:`Write a Help Article`}),`. 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