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Routing rules: which feedback becomes a ticket

Decide it once; it happens to every response.

Steps

  1. Go to Settings โ†’ Routing rules. Each rule has conditions - a form, a rating at most, NPS at most, an issue, a product issue - and what to do: raise a ticket (priority, owner, category) and/or flag for follow-up.
  2. Rules apply in order: the first that raises a ticket raises it; any can flag for follow-up.

Good to know

  • The starting rules: 1โ€“2 stars โ†’ high-priority ticket; a product issue โ†’ ticket; any complaint โ†’ ticket; NPS 0โ€“6 โ†’ follow up.