When using Help Desk Settings, common questions usually involve permissions, rule activation, assignment logic, and form field setup; this FAQ includes 5 common questions and a glossary.
FAQ
What is the difference between the service desk owner and admins?
- The service desk owner has higher management authority and can transfer ownership.
- Service desk admins are assigned by the owner and are suitable for daily setup and maintenance work.
- Before changing tags, ticket assignment, or other rules, confirm that your current role has the required permissions.
How do business hours take effect after I save them?
- After you save business hours, manual service follows the configured time range.
- If a user requests manual service outside business hours, the off-hours auto reply is triggered.
- If you have holidays or make-up workdays, add those dates separately as well.
What is the difference between routing skills and smart matching in ticket assignment?
- Routing skills are configured manually by admins and are used to assign tickets based on preset conditions.
- Smart matching uses user information, ticket information, and agent profiles to match requests.
- If neither method returns a result, the system continues with the fallback rule.
Why can’t I see fields to import in the pre-chat form?
- First check whether the related fields have already been created and enabled in Ticket Panel Fields.
- Then return to Pre-chat Form and click Import Form Fields again.
- If the fields still do not appear, confirm the field status and your management permissions.
How to set help desk auto reply in WPS on Windows?
- Open Auto Replies under Rule Management.
- Enter separate reply content for business hours and off-hours.
- Click Save, then review your business hours settings to make sure both reply scenarios are covered.
Glossary
| Term | Definition |
|---|---|
| Service desk owner | The primary manager of the service desk who can transfer ownership and maintain key settings. |
| Routing skill | A rule group or capability label used to route tickets to the appropriate agents. |
| Ticket panel field | An information field shown in the manual service ticket panel for recording and organizing ticket data. |
| Pre-chat form | A form that users fill in before switching to manual service so information can be collected in advance. |
| Fallback rule | The follow-up assignment rule used when regular routing conditions do not return a match. |